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

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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)
5
Total
Institutional Inflows
(last 12 months)
$3.07M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$688.82K
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SPXV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bank of America Corp DE13,835$938K0.0%+815.0%3.144%
8/11/2025 Western Wealth Management LLC5,151$349K0.0%+3.7%1.171%
7/25/2025 Atria Wealth Solutions Inc.3,183$216K0.0%N/A0.723%
6/27/2025 Goldman Sachs Group Inc.13,046$783K0.0%-28.3%2.718%
5/16/2025 Goldman Sachs Group Inc.13,046$783K0.0%-28.3%2.899%
4/25/2025 Mather Group LLC.12,785$768K0.0%N/A2.841%
4/23/2025 Western Wealth Management LLC4,968$298K0.0%N/A1.104%
2/17/2025 Bank of America Corp DE7,641$486K0.0%-12.6%2.065%
8/16/2024 Creative Planning32,322$1.88M0.0%+100.0%8.736%
8/7/2024Truefg LLC11,005$641K0.2%+97.9%2.974%
7/12/2024 SG Americas Securities LLC80,000$4.66M0.0%+100.0%21.622%
4/23/2024Truefg LLC5,560$619K0.2%-3.9%1.503%
1/24/2024 CENTRAL TRUST Co310$31K0.0%N/A0.163%
11/9/2023Truefg LLC5,784$520K0.2%N/A3.044%
8/3/2023 Barclays PLC30,000$2.80M0.0%N/A15.789%
8/2/2023 Bank of Montreal Can299$28K0.0%N/A0.157%
7/21/2023 Creative Planning18,032$1.68M0.0%+83.3%15.027%
7/10/2023 SG Americas Securities LLC40,000$3.74M0.0%N/A33.333%
8/16/2021 Goldman Sachs Group Inc.3,613$326K0.0%N/A8.029%
8/11/2021 Susquehanna International Group LLP3,003$271K0.0%N/A6.673%
(Data available from 1/1/2016 forward)

SPXV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPXV shares?

During the previous two years, 9 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), Bank of America Corp DE ($938K), Goldman Sachs Group Inc. ($783K), Mather Group LLC. ($768K), Truefg LLC ($641K), and Western Wealth Management LLC ($349K).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?

The following institutional investors have purchased ProShares S&P 500 EX-Health Care ETF's stock in the last 24 months: SG Americas Securities LLC ($40K), Creative Planning ($16.16K), Mather Group LLC. ($12.79K), Bank of America Corp DE ($12.32K), Truefg LLC ($11.23K), Western Wealth Management LLC ($5.15K), and Atria Wealth Solutions Inc. ($3.18K).

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

Institutional investors have bought a total of 49,603 shares in the last 24 months. This purchase volume represents approximately $3.07M 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), and Bank of America Corp DE ($1.10K).

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

Institutional investors have sold a total of 11,405 shares in the last 24 months. This volume of shares sold represents approximately $688.82K in transactions.



This page (NYSEARCA:SPXV) was last updated on 8/15/2025 by MarketBeat.com Staff
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