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

Modera Wealth Management’s Portfolio SPXN Stock Details SPXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$567K Hold
8,556
– – 0.01% 424
2025
Q1 		$507K Hold
8,556
– – 0.01% 433
2024
Q4 		$539K Buy
+8,556
New +$539K 0.01% 423