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Steward Partners Investment Advisory’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$3.95K Sell
49
-2
-4% -$156 ﹤0.01% 4048
2026
Q1 		$3.54K Buy
+51
New +$3.73K ﹤0.01% 3901

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
RA
Range Advisory Mclean, Virginia $840M AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Steward Partners Investment Advisory's SPXE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its ProShares S&P 500 ex-Energy ETF (SPXE) stake by 3.9% in Q2 2026, selling an estimated $156 and leaving 49 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #4048.

Steward Partners Investment Advisory first reported a position in SPXE in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold SPXE as of Q2 2026.

  • Steward Partners Investment Advisory held 49 shares of ProShares S&P 500 ex-Energy ETF worth $3.95K as of Q2 2026.
  • Steward Partners Investment Advisory sold 2 ProShares S&P 500 ex-Energy ETF shares in Q2 2026, an estimated $156.
  • ProShares S&P 500 ex-Energy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4048 holding.
  • Steward Partners Investment Advisory first reported a position in ProShares S&P 500 ex-Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.