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Public ownership evidence

ProShares S&P 500 Ex-Energy ETF (SPXE) Ownership Disclosures

Read SPXE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Equitable Holdings, Inc.2026-06-302026-08-1814,854$1,198,666None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,752$222,197None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-152,821$227,645None
Thrivent Financial for Lutherans2026-06-302026-08-153,306$267,000None
ROYAL BANK OF CANADA2026-06-302026-08-156,890$556,000None
CITADEL ADVISORS LLC2026-06-302026-08-159,996$806,642None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15118,000$9,522,187None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$92None
BANK OF AMERICA CORP /DE/2026-06-302026-08-156,151$496,367None
Pathstone Holdings, LLC2026-06-302026-08-1441,073$3,314,447None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1449$3,954None
UBS Group AG2026-06-302026-08-14306$24,693None
Creative Planning2026-06-302026-08-142,706$218,325None
VANGUARD ADVISERS INC2026-06-302026-08-144$323None
MORGAN STANLEY2026-06-302026-08-142$201None
EP Wealth Advisors, LLC2026-06-302026-08-135,382$434,292None
JPMORGAN CHASE & CO2026-06-302026-08-13114$9,121None
JPMORGAN CHASE & CO2026-06-302026-08-1351,976$4,158,600None
Stratos Wealth Partners, LTD.2026-06-302026-08-124,312$347,963None
LPL Financial LLC2026-06-302026-08-0830,717$2,478,754None
Midwest Trust Co2026-06-302026-08-063,905$315,120None
POM Investment Strategies, LLC2026-06-302026-08-0141$3,270None
Washington Trust Advisors, Inc.2026-06-302026-07-30200$16,139None
Kestra Advisory Services, LLC2026-06-302026-07-296,281$506,894None
TWIN FOCUS CAPITAL PARTNERS, LLC2026-06-302026-07-295,800$468,040None
Capstone Wealth Management Group, Inc.2026-06-302026-07-287,628$615,553None
Private Advisor Group, LLC2026-06-302026-07-289,793$790,261None
MATHER GROUP, LLC.2026-06-302026-07-2810,200$823,104None
DHJJ Financial Advisors, Ltd.2026-06-302026-07-258$646None
BWM Planning, LLC2026-06-302026-07-24139,194$11,232,477None
APPLETON PARTNERS INC/MA2026-06-302026-07-223,046$246,000None
Sterling Investment Counsel, LLC2026-06-302026-07-214,429$357,405None
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/2026-06-302026-07-187,217$582,387None
INDEPENDENT FINANCIAL GROUP, LLC2026-06-302026-07-163,000$242,090None

90-day public filing window, up to 50 source positions.

Equitable Holdings, Inc. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Thrivent Financial for Lutherans ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗GOLDMAN SACHS GROUP INC ↗WELLS FARGO & COMPANY/MN ↗BANK OF AMERICA CORP /DE/ ↗Pathstone Holdings, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.