UBS Group
SPXN icon

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

UBS 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
Q1 		– Sell
-170
Closed -$12.6K – 11123
2025
Q4 		$12.6K Buy
170
+98
+136% +$7.19K ﹤0.01% 8107
2025
Q3 		$5.18K Sell
72
-1,030
-93% -$71.1K ﹤0.01% 8890
2025
Q2 		$73K Buy
1,102
+68
+7% +$4.14K ﹤0.01% 7482
2025
Q1 		$61.2K Buy
1,034
+948
+1,102% +$59.5K ﹤0.01% 7427
2024
Q4 		$5.41K Buy
+86
New +$5.44K ﹤0.01% 8664
2023
Q3 		– Sell
-80,000
Closed -$3.84M – 9940
2023
Q2 		$3.84M Buy
80,000
+79,530
+16,921% +$3.6M ﹤0.01% 2843
2023
Q1 		$20.7K Sell
470
-956
-67% -$40.4K ﹤0.01% 7050
2022
Q4 		$57.5K Buy
+1,426
New +$58K ﹤0.01% 6633
2022
Q1 		– Sell
-448
Closed -$23K – 10855
2021
Q4 		$23K Buy
448
+248
+124% +$12K ﹤0.01% 7685
2021
Q3 		$9K Buy
+200
New +$9.33K ﹤0.01% 8113
2021
Q2 		– Sell
-282
Closed -$12K – 9792
2021
Q1 		$12K Buy
282
+212
+303% +$8.7K ﹤0.01% 7807
2020
Q4 		$3K Sell
70
-568
-89% -$21.7K ﹤0.01% 8017
2020
Q3 		$23K Sell
638
-120
-16% -$4.28K ﹤0.01% 6210
2020
Q2 		$25K Buy
+758
New +$23.7K ﹤0.01% 6407
2020
Q1 		– Sell
-204
Closed -$7K – 8375
2019
Q4 		$7K Buy
+204
New +$6.49K ﹤0.01% 7461
2019
Q3 		– Sell
-156
Closed -$5K – 8240
2019
Q2 		$5K Sell
156
-44
-22% -$1.31K ﹤0.01% 7389
2019
Q1 		$6K Buy
+200
New +$5.61K ﹤0.01% 7097

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 $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $893B AUM 36.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group's SPXN Position: Q1 2026 in Review

UBS Group sold out of ProShares S&P 500 ex-Financials ETF (SPXN) in Q1 2026, closing a stake of 170 shares — an estimated $12.6K sold.

UBS Group first reported a position in SPXN in Q1 2019 and held it in 17 quarters. The position peaked at $3.84M in Q2 2023. 21 funds tracked by Wall St. Rank hold SPXN as of Q1 2026.

  • UBS Group reported no remaining ProShares S&P 500 ex-Financials ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 170 ProShares S&P 500 ex-Financials ETF shares in Q1 2026, an estimated $12.6K.
  • UBS Group first reported a position in ProShares S&P 500 ex-Financials ETF in Q1 2019 and held it in 17 quarters.
  • UBS Group's ProShares S&P 500 ex-Financials ETF position peaked at $3.84M in Q2 2023.
  • 21 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Financials ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.