Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SP500 EX ENRGY
-
Total 13F shares
-
495,549
-
Share change
-
-10,746
-
Total reported value
-
$29,804,590
-
Price per share
-
$60.11
-
Number of holders
-
27
-
Value change
-
-$673,868
-
Number of buys
-
7
-
Number of sells
-
8
Institutional Holders of PROSHARES TR - SP500 EX ENRGY (SPXE) as of Q1 2025
As of 31 Mar 2025,
PROSHARES TR - SP500 EX ENRGY (SPXE) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
495,549 shares.
The largest 10 holders included
BWM Planning, LLC, GOLDMAN SACHS GROUP INC, JPMORGAN CHASE & CO, Pathstone Holdings, LLC, LPL Financial LLC, Equitable Holdings, Inc., MATHER GROUP, LLC., Capstone Wealth Management Group LLC, EP Wealth Advisors, LLC, and OSAIC HOLDINGS, INC..
This page lists
27
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.