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Funds Holding SPXE

On this page, we present all of the funds holding SPXE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPXE, with a link to that fund's top holdings. The next columns indicate the amount of SPXE stock held by each of the funds holding SPXE, followed by the SPXE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 23 funds holding SPXE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Goldman Sachs Group Inc.. For more details on the positions held by Goldman Sachs Group Inc. (or by any of the other funds holding SPXE), click the fund name in the "Holder" column of the funds-holding-SPXE table below.

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.25,988$2,918 03/31/2024
     SPXE25,988$2,918 03/31/2024
LPL Financial LLC12,636$1,419 03/31/2024
     SPXE12,636$1,419 03/31/2024
Equitable Holdings Inc.9,954$1,013 12/31/2023
     SPXE9,954$1,013 12/31/2023
Mather Group LLC.5,100$573 03/31/2024
     SPXE5,100$573 03/31/2024
Susquehanna International Group LLP5,080$570 03/31/2024
     SPXE5,080$570 03/31/2024
Private Advisor Group LLC3,825$429 03/31/2024
     SPXE3,825$429 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
Klingenstein Fields & Co. LP3,500$393 03/31/2024
     SPXE3,500$393 03/31/2024
Bank of America Corp DE3,802$387 12/31/2023
     SPXE3,802$387 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
Putnam FL Investment Management Co.2,000$225 03/31/2024
     SPXE2,000$225 03/31/2024
Appleton Partners Inc. MA1,880$211 03/31/2024
     SPXE1,880$211 03/31/2024
Spire Wealth Management1,206$135 03/31/2024
     SPXE1,206$135 03/31/2024
Advisor Group Holdings Inc.813$91 03/31/2024
     SPXE813$91 03/31/2024
VitalStone Financial LLC225$25 03/31/2024
     SPXE225$25 03/31/2024
Wells Fargo & Company MN1$0 03/31/2024
     SPXE1$0 03/31/2024
Proequities Inc.0$0 03/31/2024
     SPXE0$0 03/31/2024
DHJJ Financial Advisors Ltd.4$0 03/31/2024
     SPXE4$0 03/31/2024

See Summary: Institutional Holders of SPXE
See Details: Top 10 Hedge Funds Holding SPXE
Also See: SPXE Holdings Changes

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