LPL Financial
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LPL Financial’s ProShares S&P 500 ex-Health Care ETF SPXV Stock Holding History

LPL Financial’s Portfolio SPXV Stock Details SPXV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Buy
16,713
+2,031
+14% +$162K ﹤0.01% 4133
2026
Q1 		$1.04M Buy
14,682
+1,825
+14% +$135K ﹤0.01% 4135
2025
Q4 		$959K Buy
12,857
+2,936
+30% +$217K ﹤0.01% 4111
2025
Q3 		$728K Buy
9,921
+5,009
+102% +$353K ﹤0.01% 4312
2025
Q2 		$333K Buy
4,912
+253
+5% +$15.7K ﹤0.01% 4702
2025
Q1 		$280K Buy
4,659
+539
+13% +$34.2K ﹤0.01% 4624
2024
Q4 		$262K Sell
4,120
-80
-2% -$5.09K ﹤0.01% 4642
2024
Q3 		$258K Hold
4,200
– – ﹤0.01% 4548
2024
Q2 		$245K Hold
4,200
– – ﹤0.01% 4414
2024
Q1 		$234K Buy
+4,200
New +$221K ﹤0.01% 4382

Other funds holding SPXV

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FWM
Forteris Wealth Management Armonk, New York $122M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

LPL Financial's SPXV Position: Q2 2026 in Review

LPL Financial increased its ProShares S&P 500 ex-Health Care ETF (SPXV) stake by 14% in Q2 2026, buying an estimated $162K and bringing the position to 16,713 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #4133.

LPL Financial first reported a position in SPXV in Q1 2024 and has held it in 10 quarters since. 11 funds tracked by Wall St. Rank hold SPXV as of Q2 2026.

  • LPL Financial held 16,713 shares of ProShares S&P 500 ex-Health Care ETF worth $1.37M as of Q2 2026.
  • LPL Financial bought 2,031 ProShares S&P 500 ex-Health Care ETF shares in Q2 2026, an estimated $162K.
  • ProShares S&P 500 ex-Health Care ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4133 holding.
  • LPL Financial first reported a position in ProShares S&P 500 ex-Health Care ETF in Q1 2024 and has held it in 10 quarters since.
  • 11 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.