Appleton Partners’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

Appleton Partners’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
2025 Q2	$242K	Sell
2025 Q1	$220K	Sell
2024 Q4	$239K	Buy
2024 Q3	$233K	Hold
2024 Q2	$220K	Hold
2024 Q1	$211K	Buy