SPXE

Proshares S&P 500 Ex-Energy$79.57 2.36%
UnclassifiedUSCUSIP 74347B581· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
23
+4 QoQ
13F Value (tracked)
$22.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)1 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$79.57 2.36%5Y +74.0%
$34.33$47.09$59.86$72.62$85.39202120222023202420252026222334262
Hover for who · click for detailEnd-of-day closing prices52w $64.10 – $81.87
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The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns SPXE

This stock page is the Follow view. The Build view lets your agent query SPXE owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SPXE"
Ask your agent
Use Arkolith to show who owns SPXE,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

23 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1GOLDMAN SACHS GROUP INC
$8.2M
118K
Held
Q1 2026
2JPMORGAN CHASE & CO
$3.5M
52K
−0.3%
Reduced · −150 sh
Q1 2026
3Pathstone Holdings, LLC
$2.9M
41K
Held
Q1 2026
4LPL Financial LLC
$2.2M
31K
+12%
Added · +3K sh
Q1 2026
5Equitable Holdings, Inc.
$1.1M
15K
−5.5%
Reduced · −874 sh
Q1 2026
6MATHER GROUP, LLC.
$709K
10K
Held
Q1 2026
7Private Advisor Group, LLC
$681K
10K
Held
Q1 2026
8EP Wealth Advisors, LLC
$581K
8K
−0.4%
Reduced · −36 sh
Q1 2026
9FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
$502K
7K
−0.4%
Reduced · −30 sh
Q1 2026
10ROYAL BANK OF CANADA
$479K
7K
+3.5%
Added · +235 sh
Q1 2026
11Kestra Advisory Services, LLC
$436K
6K
+0.1%
Added · +8 sh
Q1 2026
12BANK OF AMERICA CORP /DE/
$329K
5K
−68%
Reduced · −10K sh
Q1 2026
13Stratos Wealth Partners, LTD.
$284K
4K
−3.2%
Reduced · −134 sh
Q1 2026
14CITADEL ADVISORS LLC
$266K
4K
New
+4K sh
Q1 2026
15SUSQUEHANNA INTERNATIONAL GROUP, LLP
$234K
3K
−28%
Reduced · −1K sh
Q1 2026
16INDEPENDENT FINANCIAL GROUP, LLC
$208K
3K
Held
Q1 2026
17OSAIC HOLDINGS, INC.
$156K
2K
+0.1%
Added · +3 sh
Q1 2026
18UBS Group AG
$14K
205
+15%
Added · +26 sh
Q1 2026
19Steward Partners Investment Advisory, LLC
$4K
51
New
+51 sh
Q1 2026
20VANGUARD ADVISERS INC
$278
4
New
+4 sh
Q1 2026
21SIMPLEX TRADING, LLC
$277
4
New
+4 sh
Q1 2026
22MORGAN STANLEY
$134
1
Held
Q1 2026
23WELLS FARGO & COMPANY/MN
$84
1
Held
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.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
0
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

23 funds+12 since Q2 2022
01223Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $22.7M

Share classes

Class13F holdersValue held
REGLmc127 funds$936.6M
SMDVcommon76 funds$256.8M
TOLZETF39 funds$115.2M
IGHGmc38 funds$126.6M
TBTPSHS ULTSH 20YRS34 funds$67.4M
ONLNONLINE RTL ETF25 funds$17.3M
SPXEthis pageSP500 EX ENRGY23 funds$22.7M
DOGmc21 funds$39.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own SPXE also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA9 funds$6.7B
ISHARES CORE S&P 500 ETFIVV9 funds$6.1B
APPLE INCAAPL9 funds$5.3B
AMAZON.COM INCAMZN9 funds$3.6B
SS SPDR S&P 500 ETF TRUST-USSPY9 funds$3.4B
MICROSOFT CORPMSFT9 funds$3.4B
ALPHABET INC-CL AGOOGL9 funds$2.4B
VANGUARD VALUE ETFVTV9 funds$2.3B
BROADCOM INCAVGO9 funds$2.2B
META PLATFORMS INC-CLASS AMETA9 funds$2.1B
MICRON TECHNOLOGY INCMU9 funds$1.8B
JPMORGAN CHASE & COJPM9 funds$1.8B

Ranked by how many of SPXE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.