EH
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Equitable Holdings’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

Equitable Holdings’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 		$1.2M Sell
14,854
-300
-2% -$23.4K 0.01% 932
2026
Q1 		$1.12M Sell
15,154
-874
-5% -$64K 0.01% 931
2025
Q4 		$1.18M Sell
16,028
-1,400
-8% -$102K 0.01% 800
2025
Q3 		$1.26M Hold
17,428
– – 0.01% 769
2025
Q2 		$1.17M Sell
17,428
-1,100
-6% -$67.9K 0.01% 755
2025
Q1 		$1.11M Hold
18,528
– – 0.01% 681
2024
Q4 		$1.17M Hold
18,528
– – 0.01% 636
2024
Q3 		$1.15M Hold
18,528
– – 0.01% 642
2024
Q2 		$1.08M Hold
18,528
– – 0.01% 633
2024
Q1 		$1.04M Sell
18,528
-1,380
-7% -$73.7K 0.01% 609
2023
Q4 		$1.01M Hold
19,908
– – 0.01% 573
2023
Q3 		$904K Hold
19,908
– – 0.01% 565
2023
Q2 		$945K Hold
19,908
– – 0.01% 527
2023
Q1 		$868K Hold
19,908
– – 0.01% 507
2022
Q4 		$805K Hold
19,908
– – 0.01% 495
2022
Q3 		$758K Hold
19,908
– – 0.01% 460
2022
Q2 		$800K Hold
19,908
– – 0.02% 453
2022
Q1 		$968K Hold
19,908
– – 0.02% 418
2021
Q4 		$1.03M Hold
19,908
– – 0.02% 390
2021
Q3 		$929K Sell
19,908
-1,100
-5% -$52.8K 0.02% 398
2021
Q2 		$976K Hold
21,008
– – 0.02% 376
2021
Q1 		$904K Hold
21,008
– – 0.02% 370
2020
Q4 		$857K Sell
21,008
-33,760
-62% -$1.31M 0.02% 345
2020
Q3 		$2.01M Buy
54,768
+274
+0.5% +$9.88K 0.05% 207
2020
Q2 		$1.83M Sell
54,494
-1,500
-3% -$47.6K 0.05% 223
2020
Q1 		$1.57M Buy
55,994
+25,240
+82% +$829K 0.06% 201
2019
Q4 		$1.05M Buy
+30,754
New +$1.01M 0.03% 291

Other funds holding SPXE

BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Citadel Advisors
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Equitable Holdings's SPXE Position: Q2 2026 in Review

Equitable Holdings reduced its ProShares S&P 500 ex-Energy ETF (SPXE) stake by 2% in Q2 2026, selling an estimated $23.4K and leaving 14,854 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #932.

Equitable Holdings first reported a position in SPXE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.01M in Q3 2020. 36 funds tracked by Wall St. Rank hold SPXE as of Q2 2026.

  • Equitable Holdings held 14,854 shares of ProShares S&P 500 ex-Energy ETF worth $1.2M as of Q2 2026.
  • Equitable Holdings sold 300 ProShares S&P 500 ex-Energy ETF shares in Q2 2026, an estimated $23.4K.
  • ProShares S&P 500 ex-Energy ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #932 holding.
  • Equitable Holdings first reported a position in ProShares S&P 500 ex-Energy ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's ProShares S&P 500 ex-Energy ETF position peaked at $2.01M in Q3 2020.
  • 36 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.