IFWM
SPXN icon

Institute for Wealth Management’s ProShares S&P 500 ex-Financials ETF SPXN Stock Holding History

Institute for Wealth Management’s Portfolio SPXN Stock Details SPXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.74K Buy
+21
New +$1.68K ﹤0.01% 1606

Other funds holding SPXN

IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Institute for Wealth Management's SPXN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in ProShares S&P 500 ex-Financials ETF (SPXN) in Q2 2026: 21 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #1606 among its holdings.

5 funds tracked by Wall St. Rank hold SPXN as of Q2 2026.

  • Institute for Wealth Management held 21 shares of ProShares S&P 500 ex-Financials ETF worth $1.74K as of Q2 2026.
  • ProShares S&P 500 ex-Financials ETF was a new Institute for Wealth Management position in Q2 2026.
  • ProShares S&P 500 ex-Financials ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1606 holding.
  • 5 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Financials ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.