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F.L. Putnam Investment Management’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

F.L. Putnam Investment Management’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
Q1 		– Sell
-4,000
Closed -$253K – 591
2024
Q4 		$253K Hold
4,000
– – ﹤0.01% 518
2024
Q3 		$247K Hold
4,000
– – ﹤0.01% 525
2024
Q2 		$234K Hold
4,000
– – ﹤0.01% 516
2024
Q1 		$225K Hold
4,000
– – ﹤0.01% 454
2023
Q4 		$204K Buy
+4,000
New +$190K ﹤0.01% 461
2022
Q1 		– Sell
-4,000
Closed -$207K – 423
2021
Q4 		$207K Buy
+4,000
New +$199K 0.01% 395
2020
Q3 		– Sell
-23,212
Closed -$778K – 310
2020
Q2 		$778K Sell
23,212
-8,654
-27% -$275K 0.05% 166
2020
Q1 		$893K Sell
31,866
-1,416
-4% -$46.5K 0.07% 148
2019
Q4 		$1.14M Buy
33,282
+84
+0.3% +$2.76K 0.07% 154
2019
Q3 		$1.05M Buy
33,198
+26,136
+370% +$821K 0.07% 147
2019
Q2 		$219K Buy
7,062
+360
+5% +$11K 0.02% 213
2019
Q1 		$200K Buy
+6,702
New +$192K 0.02% 215

Other funds holding SPXE

BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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 $11.5B AUM 18.82% 1-Year Est. Return
CWMGO
Capstone Wealth Management Group (Oregon) Bend, Oregon $163M AUM 31.61% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

F.L. Putnam Investment Management's SPXE Position: Q1 2025 in Review

F.L. Putnam Investment Management sold out of ProShares S&P 500 ex-Energy ETF (SPXE) in Q1 2025, closing a stake of 4,000 shares — an estimated $253K sold.

F.L. Putnam Investment Management first reported a position in SPXE in Q1 2019 and held it in 12 quarters. The position peaked at $1.14M in Q4 2019. 27 funds tracked by Wall St. Rank hold SPXE as of Q1 2025.

  • F.L. Putnam Investment Management reported no remaining ProShares S&P 500 ex-Energy ETF position as of Q1 2025 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 4,000 ProShares S&P 500 ex-Energy ETF shares in Q1 2025, an estimated $253K.
  • F.L. Putnam Investment Management first reported a position in ProShares S&P 500 ex-Energy ETF in Q1 2019 and held it in 12 quarters.
  • F.L. Putnam Investment Management's ProShares S&P 500 ex-Energy ETF position peaked at $1.14M in Q4 2019.
  • 27 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q1 2025.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2025, filed 15 May 2025.