32 tracked 13F filers disclose a position in SPXE as of the latest SEC 13F filings, a combined $36.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BWM Planning, LLC | $11.2M | 139K | —Held | Q2 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $8.2M | 118K | —Held | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $3.5M | 52K | ▼−0.3% Reduced · −150 sh | Q1 2026 | |
| 4 | Pathstone Holdings, LLC | $2.9M | 41K | —Held | Q1 2026 | |
| 5 | LPL Financial LLC | $2.2M | 31K | ▲+12% Added · +3K sh | Q1 2026 | |
| 6 | Equitable Holdings, Inc. | $1.1M | 15K | ▼−5.5% Reduced · −874 sh | Q1 2026 | |
| 7 | MATHER GROUP, LLC. | $709K | 10K | —Held | Q1 2026 | |
| 8 | Private Advisor Group, LLC | $790K | 10K | —Held | Q2 2026 | |
| 9 | EP Wealth Advisors, LLC | $581K | 8K | ▼−0.4% Reduced · −36 sh | Q1 2026 | |
| 10 | Capstone Wealth Management Group, Inc. | $616K | 8K | ▲New +8K sh | Q2 2026 | |
| 11 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $502K | 7K | ▼−0.4% Reduced · −30 sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $479K | 7K | ▲+3.5% Added · +235 sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $507K | 6K | ▲+0.1% Added · +7 sh | Q2 2026 | |
| 14 | TWIN FOCUS CAPITAL PARTNERS, LLC | $468K | 6K | —Held | Q2 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $329K | 5K | ▼−68% Reduced · −10K sh | Q1 2026 | |
| 16 | Sterling Investment Counsel, LLC | $357K | 4K | ▲+0.5% Added · +20 sh | Q2 2026 | |
| 17 | Stratos Wealth Partners, LTD. | $284K | 4K | ▼−3.2% Reduced · −134 sh | Q1 2026 | |
| 18 | Midwest Trust Co | $315K | 4K | ▲New +4K sh | Q2 2026 | |
| 19 | CITADEL ADVISORS LLC | $266K | 4K | ▲New +4K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $234K | 3K | ▼−28% Reduced · −1K sh | Q1 2026 | |
| 21 | Centurion Wealth Management LLC | $261K | 3K | ▲+6.5% Added · +198 sh | Q2 2026 | |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $242K | 3K | —Held | Q2 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $156K | 2K | ▲+0.1% Added · +3 sh | Q1 2026 | |
| 24 | Nova Wealth Management, Inc. | $28K | 350 | —Held | Q2 2026 | |
| 25 | UBS Group AG | $14K | 205 | ▲+15% Added · +26 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in SPXE and 1 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $3.4B |
| APPLE INCAAPL | 9 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 9 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 9 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 9 funds | $936.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 9 funds | $886.9M |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $638.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $595.7M |
| PROCTER & GAMBLE CO/THEPG | 9 funds | $279.1M |
| ISHARES RUSSELL 2000 ETFIWM | 9 funds | $202.2M |
| VANGUARD HIGH DVD YIELD ETFVYM | 9 funds | $120.1M |
| NVIDIA CORPNVDA | 8 funds | $4.4B |
Ranked by how many of SPXE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| REGLmc | 205 funds | $1.0B |
| SMDVcommon | 122 funds | $304.4M |
| IGHGmc | 51 funds | $139.9M |
| TOLZETF | 51 funds | $123.4M |
| TBTPSHS ULTSH 20YRS | 42 funds | $70.7M |
| SPXEthis pageSP500 EX ENRGY | 32 funds | $36.2M |
| ONLNONLINE RTL ETF | 27 funds | $17.3M |
| DOGmc | 25 funds | $40.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SPXE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SPXE/capital-change-brief"
Use Arkolith's capital_change_brief for SPXE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SPXE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.