Creative Planning’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

Creative Planning’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
2026 Q2	$218K	Buy	+2,706	New	+$211K	﹤0.01%	3820

Other funds holding SPXE

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CWMGO

Capstone Wealth Management Group (Oregon) Bend, Oregon $166M AUM 40.15% 1-Year Est. Return

Creative Planning's SPXE Position: Q2 2026 in Review

Creative Planning opened a new position in ProShares S&P 500 ex-Energy ETF (SPXE) in Q2 2026: 2,706 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #3820 among its holdings.

36 funds tracked by Wall St. Rank hold SPXE as of Q2 2026.

Creative Planning held 2,706 shares of ProShares S&P 500 ex-Energy ETF worth $218K as of Q2 2026.
ProShares S&P 500 ex-Energy ETF was a new Creative Planning position in Q2 2026.
ProShares S&P 500 ex-Energy ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3820 holding.
36 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.