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ProShares S&P 500 EX-Health Care ETF (SPXV) Institutional Ownership

$79.95 +0.69 (+0.87%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares S&P 500 EX-Health Care ETF (NYSEARCA:SPXV)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$2.33M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.51M
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SPXV Institutional Buying and Selling by Quarter

ProShares S&P 500 EX-Health Care ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2026American Trust Investment Advisors LLC6,033$450K0.2%-2.7%1.257%
2/13/2026 Kestra Advisory Services LLC1,801$134K0.0%N/A0.375%
2/11/2026LPL Financial LLC12,857$959K0.0%+29.6%2.679%
1/26/2026 Forteris Wealth Management Inc.6,044$451K0.4%N/A1.259%
1/21/2026 Truefg LLC13,391$999K0.3%+35.5%2.790%
1/13/2026 Mather Group LLC.9,239$689K0.0%-27.7%1.925%
11/17/2025Bank of America Corp DE6,484$476K0.0%-53.1%1.410%
11/17/2025American Trust Investment Advisors LLC6,201$455K0.2%-6.8%1.348%
11/10/2025Cozad Asset Management Inc.2,770$203K0.0%N/A0.602%
11/6/2025 Truefg LLC9,883$725K0.2%-5.6%2.148%
8/15/2025Bank of America Corp DE13,835$938K0.0%+815.0%3.144%
8/11/2025Western Wealth Management LLC5,151$349K0.0%+3.7%1.171%
7/25/2025Atria Wealth Solutions Inc.3,183$216K0.0%N/A0.723%
6/27/2025Goldman Sachs Group Inc.13,046$783K0.0%-28.3%2.718%
5/16/2025Goldman Sachs Group Inc.13,046$783K0.0%-28.3%2.899%
4/25/2025Mather Group LLC.12,785$768K0.0%N/A2.841%
4/23/2025Western Wealth Management LLC4,968$298K0.0%N/A1.104%
2/17/2025Bank of America Corp DE7,641$486K0.0%-12.6%2.065%
8/16/2024Creative Planning32,322$1.88M0.0%+100.0%8.736%
8/7/2024Truefg LLC11,005$641K0.2%+97.9%2.974%
7/12/2024SG Americas Securities LLC80,000$4.66M0.0%+100.0%21.622%
4/23/2024Truefg LLC5,560$619K0.2%-3.9%1.503%
1/24/2024CENTRAL TRUST Co310$31K0.0%N/A0.163%
11/9/2023Truefg LLC5,784$520K0.2%N/A3.044%
8/3/2023Barclays PLC30,000$2.80M0.0%N/A15.789%
8/2/2023Bank of Montreal Can299$28K0.0%N/A0.157%
7/21/2023Creative Planning18,032$1.68M0.0%+83.3%15.027%
7/10/2023SG Americas Securities LLC40,000$3.74M0.0%N/A33.333%


SPXV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPXV shares?

During the previous two years, 13 institutional investors and hedge funds held shares of ProShares S&P 500 EX-Health Care ETF. The most heavily invested institutionals were SG Americas Securities LLC ($4.66M), Creative Planning ($1.88M), Truefg LLC ($999K), LPL Financial LLC ($959K), Goldman Sachs Group Inc. ($783K), Mather Group LLC. ($689K), and Bank of America Corp DE ($476K).Learn more on ProShares S&P 500 EX-Health Care ETF's institutional investors.

Which institutional investors have been buying ProShares S&P 500 EX-Health Care ETF's stock?

Of the 11 institutional investors that purchased ProShares S&P 500 EX-Health Care ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SG Americas Securities LLC ($40K), Creative Planning ($16.16K), Mather Group LLC. ($12.79K), Bank of America Corp DE ($12.32K), Truefg LLC ($8.95K), Forteris Wealth Management Inc. ($6.04K), and Western Wealth Management LLC ($5.15K).

How much institutional buying is happening at ProShares S&P 500 EX-Health Care ETF?

Institutional investors have bought a total of 32,748 shares in the last 24 months. This purchase volume represents approximately $2.33M in transactions.

Which of ProShares S&P 500 EX-Health Care ETF's major shareholders have been selling company stock?

The following institutional investors have sold ProShares S&P 500 EX-Health Care ETF stock in the last 24 months: Goldman Sachs Group Inc. ($10.31K), Bank of America Corp DE ($7.35K), Mather Group LLC. ($3.55K), American Trust Investment Advisors LLC ($618.00), and Truefg LLC ($582.00).

How much institutional selling is happening at ProShares S&P 500 EX-Health Care ETF?

Institutional investors have sold a total of 22,405 shares in the last 24 months. This volume of shares sold represents approximately $1.51M in transactions.


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This page (NYSEARCA:SPXV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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