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Institutional Holders of SPXE
HolderAmountPosition Size
($ in 1000's)
 As of
Goldman Sachs Group Inc.70,060$7,133 12/31/2023
     SPXE70,060$7,133 12/31/2023
JPMorgan Chase & Co.36,949$3,762 12/31/2023
     SPXE36,949$3,762 12/31/2023
LPL Financial LLC10,736$1,093 12/31/2023
     SPXE10,736$1,093 12/31/2023
Equitable Holdings Inc.9,954$1,013 12/31/2023
     SPXE9,954$1,013 12/31/2023
Susquehanna International Group LLP7,345$748 12/31/2023
     SPXE7,345$748 12/31/2023
Mather Group LLC.5,100$573 03/31/2024
     SPXE5,100$573 03/31/2024
Citadel Advisors LLC4,072$415 12/31/2023
     SPXE4,072$415 12/31/2023
Fort Washington Investment Advisors Inc. OH3,635$408 03/31/2024
     SPXE3,635$408 03/31/2024
Private Advisor Group LLC3,825$389 12/31/2023
     SPXE3,825$389 12/31/2023
Bank of America Corp DE3,802$387 12/31/2023
     SPXE3,802$387 12/31/2023
Klingenstein Fields & Co. LP3,500$356 12/31/2023
     SPXE3,500$356 12/31/2023
Twin Focus Capital Partners LLC2,900$295 12/31/2023
     SPXE2,900$295 12/31/2023
EP Wealth Advisors LLC2,703$275 12/31/2023
     SPXE2,703$275 12/31/2023
Kestra Advisory Services LLC2,415$246 12/31/2023
     SPXE2,415$246 12/31/2023
Sterling Investment Counsel LLC2,140$240 03/31/2024
     SPXE2,140$240 03/31/2024
Sentinel Trust Co. LBA2,361$240 12/31/2023
     SPXE2,361$240 12/31/2023
Appleton Partners Inc. MA1,880$211 03/31/2024
     SPXE1,880$211 03/31/2024
Putnam FL Investment Management Co.2,000$204 12/31/2023
     SPXE2,000$204 12/31/2023
Spire Wealth Management1,206$135 03/31/2024
     SPXE1,206$135 03/31/2024
Advisor Group Holdings Inc.690$70 12/31/2023
     SPXE690$70 12/31/2023
VitalStone Financial LLC225$23 12/31/2023
     SPXE225$23 12/31/2023
DHJJ Financial Advisors Ltd.4$0 03/31/2024
     SPXE4$0 03/31/2024
Wells Fargo & Company MN2$0 12/31/2023
     SPXE2$0 12/31/2023

See All: Funds Holding SPXE
See Details: Top 10 Hedge Funds Holding SPXE
Also See: SPXE Holdings Changes

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