Tableaux’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

Tableaux’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
2025 Q1	–	Sell	-4,611	Closed	-$292K	–	101
2024 Q4	$292K	Buy	+4,611	New	+$293K	0.24%	54

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tableaux's SPXE Position: Q1 2025 in Review

Tableaux sold out of ProShares S&P 500 ex-Energy ETF (SPXE) in Q1 2025, closing a stake of 4,611 shares — an estimated $292K sold.

Tableaux first reported a position in SPXE in Q4 2024 and held it in 1 quarter. The position peaked at $292K in Q4 2024. 27 funds tracked by Wall St. Rank hold SPXE as of Q1 2025.

Tableaux reported no remaining ProShares S&P 500 ex-Energy ETF position as of Q1 2025 after selling out during the quarter.
Tableaux sold 4,611 ProShares S&P 500 ex-Energy ETF shares in Q1 2025, an estimated $292K.
Tableaux first reported a position in ProShares S&P 500 ex-Energy ETF in Q4 2024 and held it in 1 quarter.
Tableaux's ProShares S&P 500 ex-Energy ETF position peaked at $292K in Q4 2024.
27 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q1 2025.

Based on Tableaux's 13F filing for Q1 2025, filed 13 May 2025.