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Advisornet Financial’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

Advisornet Financial’s Portfolio SPXE Stock Details SPXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8
Closed -$363 – 2495
2023
Q3 		$363 Buy
+8
New +$380 ﹤0.01% 2046

Other funds holding SPXE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Advisornet Financial's SPXE Position: Q4 2023 in Review

Advisornet Financial sold out of ProShares S&P 500 ex-Energy ETF (SPXE) in Q4 2023, closing a stake of 8 shares — an estimated $363 sold.

Advisornet Financial first reported a position in SPXE in Q3 2023 and held it in 1 quarter. The position peaked at $363 in Q3 2023. 22 funds tracked by Wall St. Rank hold SPXE as of Q4 2023.

  • Advisornet Financial reported no remaining ProShares S&P 500 ex-Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 8 ProShares S&P 500 ex-Energy ETF shares in Q4 2023, an estimated $363.
  • Advisornet Financial first reported a position in ProShares S&P 500 ex-Energy ETF in Q3 2023 and held it in 1 quarter.
  • Advisornet Financial's ProShares S&P 500 ex-Energy ETF position peaked at $363 in Q3 2023.
  • 22 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.