Fort Washington Investment Advisors’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

Fort Washington Investment Advisors’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	$582K	Hold	7,217	–	–	﹤0.01%	343
2026 Q1	$502K	Sell	7,217 -30	-0.4%	-$2.19K	﹤0.01%	347
2025 Q4	$535K	Hold	7,247	–	–	﹤0.01%	331
2025 Q3	$523K	Hold	7,247	–	–	﹤0.01%	319
2025 Q2	$485K	Hold	7,247	–	–	﹤0.01%	320
2025 Q1	$436K	Sell	7,247 -23	-0.3%	-$1.46K	﹤0.01%	325
2024 Q4	$460K	Hold	7,270	–	–	﹤0.01%	320
2024 Q3	$450K	Hold	7,270	–	–	﹤0.01%	333
2024 Q2	$425K	Hold	7,270	–	–	﹤0.01%	339
2024 Q1	$408K	Hold	7,270	–	–	﹤0.01%	342
2023 Q4	$370K	Hold	7,270	–	–	﹤0.01%	338
2023 Q3	$330K	Buy	7,270 +352	+5%	+$16.7K	﹤0.01%	335
2023 Q2	$328K	Hold	6,918	–	–	﹤0.01%	337
2023 Q1	$302K	Sell	6,918 -24	-0.3%	-$1.02K	﹤0.01%	346
2022 Q4	$281K	Hold	6,942	–	–	﹤0.01%	351
2022 Q3	$264K	Hold	6,942	–	–	﹤0.01%	379
2022 Q2	$279K	Hold	6,942	–	–	﹤0.01%	378
2022 Q1	$337K	Hold	6,942	–	–	﹤0.01%	438
2021 Q4	$358K	Hold	6,942	–	–	﹤0.01%	454
2021 Q3	$324K	Hold	6,942	–	–	﹤0.01%	455
2021 Q2	$323K	Buy	6,942 +120	+2%	+$5.43K	﹤0.01%	451
2021 Q1	$294K	Buy	6,822 +300	+5%	+$12.6K	﹤0.01%	443
2020 Q4	$266K	Buy	+6,522	New	+$252K	﹤0.01%	461

Other funds holding SPXE

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Fort Washington Investment Advisors's SPXE Position: Q2 2026 in Review

Fort Washington Investment Advisors held its ProShares S&P 500 ex-Energy ETF (SPXE) position steady in Q2 2026 at 7,217 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Fort Washington Investment Advisors first reported a position in SPXE in Q4 2020 and has held it in 23 quarters since. 9 funds tracked by Wall St. Rank hold SPXE as of Q2 2026.

Fort Washington Investment Advisors held 7,217 shares of ProShares S&P 500 ex-Energy ETF worth $582K as of Q2 2026.
Fort Washington Investment Advisors left its ProShares S&P 500 ex-Energy ETF share count unchanged in Q2 2026.
ProShares S&P 500 ex-Energy ETF made up ﹤0.01% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #343 holding.
Fort Washington Investment Advisors first reported a position in ProShares S&P 500 ex-Energy ETF in Q4 2020 and has held it in 23 quarters since.
9 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.