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

Berger Financial Group’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
2024
Q3 		– Sell
-5,780
Closed -$338K – 397
2024
Q2 		$338K Buy
+5,780
New +$324K 0.03% 260

Other funds holding SPXE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
KFC
Klingenstein Fields & Co New York $2.54B AUM 22.19% 1-Year Est. Return

Berger Financial Group's SPXE Position: Q3 2024 in Review

Berger Financial Group sold out of ProShares S&P 500 ex-Energy ETF (SPXE) in Q3 2024, closing a stake of 5,780 shares — an estimated $338K sold.

Berger Financial Group first reported a position in SPXE in Q2 2024 and held it in 1 quarter. The position peaked at $338K in Q2 2024. 25 funds tracked by Wall St. Rank hold SPXE as of Q3 2024.

  • Berger Financial Group reported no remaining ProShares S&P 500 ex-Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Berger Financial Group sold 5,780 ProShares S&P 500 ex-Energy ETF shares in Q3 2024, an estimated $338K.
  • Berger Financial Group first reported a position in ProShares S&P 500 ex-Energy ETF in Q2 2024 and held it in 1 quarter.
  • Berger Financial Group's ProShares S&P 500 ex-Energy ETF position peaked at $338K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q3 2024.

Based on Berger Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.