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Silver Grove Financial Group’s ProShares S&P 500 ex-Financials ETF SPXN Stock Holding History

Silver Grove Financial Group’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 		$167K Hold
2,030
– – 0.09% 168
2026
Q1 		$144K Hold
2,030
– – 0.12% 123
2025
Q4 		$150K Buy
+2,030
New +$149K 0.13% 107

Other funds holding SPXN

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Silver Grove Financial Group's SPXN Position: Q2 2026 in Review

Silver Grove Financial Group held its ProShares S&P 500 ex-Financials ETF (SPXN) position steady in Q2 2026 at 2,030 shares worth $167K. The position accounts for 0.09% of the portfolio, ranked #168.

Silver Grove Financial Group first reported a position in SPXN in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold SPXN as of Q2 2026.

  • Silver Grove Financial Group held 2,030 shares of ProShares S&P 500 ex-Financials ETF worth $167K as of Q2 2026.
  • Silver Grove Financial Group left its ProShares S&P 500 ex-Financials ETF share count unchanged in Q2 2026.
  • ProShares S&P 500 ex-Financials ETF made up 0.09% of Silver Grove Financial Group's portfolio in Q2 2026, its #168 holding.
  • Silver Grove Financial Group first reported a position in ProShares S&P 500 ex-Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Financials ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.