Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SP500 EX ENRGY
-
Total 13F shares
-
506,110
-
Share change
-
+10,911
-
Total reported value
-
$33,852,786
-
Price per share
-
$66.89
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Number of holders
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27
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Value change
-
+$770,928
-
Number of buys
-
10
-
Number of sells
-
9
Institutional Holders of PROSHARES TR - SP500 EX ENRGY (SPXE) as of Q2 2025
As of 30 Jun 2025 PROSHARES TR - SP500 EX ENRGY (SPXE) had 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 506,110 shares of stock of the company.
Largest 10 holders included BWM Planning, LLC, GOLDMAN SACHS GROUP INC, JPMORGAN CHASE & CO, Pathstone Holdings, LLC, LPL Financial LLC, Equitable Holdings, Inc., BANK OF AMERICA CORP /DE/, MATHER GROUP, LLC., CITADEL ADVISORS LLC, and Capstone Wealth Management Group LLC.
This table shows 27 institutional shareholders of the security as of 30 Jun 2025.
| 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.