SAG
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SageView Advisory Group’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-1,697
Closed -$125K – 2177
2025
Q4 		$125K Buy
+1,697
New +$124K ﹤0.01% 754

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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

SageView Advisory Group's SPXE Position: Q1 2026 in Review

SageView Advisory Group sold out of ProShares S&P 500 ex-Energy ETF (SPXE) in Q1 2026, closing a stake of 1,697 shares — an estimated $125K sold.

SageView Advisory Group first reported a position in SPXE in Q4 2025 and held it in 1 quarter. The position peaked at $125K in Q4 2025. 34 funds tracked by Wall St. Rank hold SPXE as of Q1 2026.

  • SageView Advisory Group reported no remaining ProShares S&P 500 ex-Energy ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,697 ProShares S&P 500 ex-Energy ETF shares in Q1 2026, an estimated $125K.
  • SageView Advisory Group first reported a position in ProShares S&P 500 ex-Energy ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's ProShares S&P 500 ex-Energy ETF position peaked at $125K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.