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Spire Wealth Management’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

Spire Wealth Management’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
2024
Q2 		– Sell
-2,412
Closed -$135K – 2379
2024
Q1 		$135K Buy
2,412
+502
+26% +$26.8K ﹤0.01% 902
2023
Q4 		$99K Buy
1,910
+8
+0.4% +$381 ﹤0.01% 1002
2023
Q3 		$86.4K Buy
1,902
+90
+5% +$4.27K ﹤0.01% 995
2023
Q2 		$86.1K Buy
1,812
+266
+17% +$11.9K ﹤0.01% 1014
2023
Q1 		$67.3K Buy
1,546
+600
+63% +$25.4K ﹤0.01% 1079
2022
Q4 		$38K Buy
+946
New +$38.5K ﹤0.01% 1090

Other funds holding SPXE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KFC
Klingenstein Fields & Co New York $2.54B AUM 22.19% 1-Year Est. Return

Spire Wealth Management's SPXE Position: Q2 2024 in Review

Spire Wealth Management sold out of ProShares S&P 500 ex-Energy ETF (SPXE) in Q2 2024, closing a stake of 2,412 shares — an estimated $135K sold.

Spire Wealth Management first reported a position in SPXE in Q4 2022 and held it in 6 quarters. The position peaked at $135K in Q1 2024. 26 funds tracked by Wall St. Rank hold SPXE as of Q2 2024.

  • Spire Wealth Management reported no remaining ProShares S&P 500 ex-Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 2,412 ProShares S&P 500 ex-Energy ETF shares in Q2 2024, an estimated $135K.
  • Spire Wealth Management first reported a position in ProShares S&P 500 ex-Energy ETF in Q4 2022 and held it in 6 quarters.
  • Spire Wealth Management's ProShares S&P 500 ex-Energy ETF position peaked at $135K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.