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American Portfolios Advisors’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

American Portfolios Advisors’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
2021
Q1 		– Sell
-124
Closed -$5.06K – 3317
2020
Q4 		$5.06K Buy
+124
New +$4.8K ﹤0.01% 2409

Other funds holding SPXE

MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
KFC
Klingenstein Fields & Co New York $2.54B AUM 22.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's SPXE Position: Q1 2021 in Review

American Portfolios Advisors sold out of ProShares S&P 500 ex-Energy ETF (SPXE) in Q1 2021, closing a stake of 124 shares — an estimated $5.06K sold.

American Portfolios Advisors first reported a position in SPXE in Q4 2020 and held it in 1 quarter. The position peaked at $5.06K in Q4 2020. 14 funds tracked by Wall St. Rank hold SPXE as of Q1 2021.

  • American Portfolios Advisors reported no remaining ProShares S&P 500 ex-Energy ETF position as of Q1 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 124 ProShares S&P 500 ex-Energy ETF shares in Q1 2021, an estimated $5.06K.
  • American Portfolios Advisors first reported a position in ProShares S&P 500 ex-Energy ETF in Q4 2020 and held it in 1 quarter.
  • American Portfolios Advisors's ProShares S&P 500 ex-Energy ETF position peaked at $5.06K in Q4 2020.
  • 14 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q1 2021.

Based on American Portfolios Advisors's 13F filing for Q1 2021, filed 22 Mar 2023.