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 Q1	$3.54K	Buy	+51	New	+$3.73K	﹤0.01%	3901

Other funds holding SPXE

BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CWMGO

Capstone Wealth Management Group (Oregon) Bend, Oregon $163M AUM 31.61% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Steward Partners Investment Advisory's SPXE Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in ProShares S&P 500 ex-Energy ETF (SPXE) in Q1 2026: 51 shares worth $3.54K. The stake represents ﹤0.01% of the portfolio and ranks #3901 among its holdings.

34 funds tracked by Wall St. Rank hold SPXE as of Q1 2026.

Steward Partners Investment Advisory held 51 shares of ProShares S&P 500 ex-Energy ETF worth $3.54K as of Q1 2026.
ProShares S&P 500 ex-Energy ETF was a new Steward Partners Investment Advisory position in Q1 2026.
ProShares S&P 500 ex-Energy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3901 holding.
34 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.