LPL Financial
SPXV icon

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
Q3 		$1.48M Buy
17,760
+1,047
+6% +$87.2K ﹤0.01% 4113
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

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Forteris Wealth Management
Forteris Wealth Management Armonk, New York $121M AUM 26.76% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Hoey Investments
Hoey Investments Coatesville, Pennsylvania $851M AUM 28.55% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Abound Wealth Management
Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return

LPL Financial's SPXV Position: Q3 2026 in Review

LPL Financial increased its ProShares S&P 500 ex-Health Care ETF (SPXV) stake by 6.3% in Q3 2026, buying an estimated $87.2K and bringing the position to 17,760 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #4113.

LPL Financial first reported a position in SPXV in Q1 2024 and has held it in 11 quarters since. 11 funds tracked by Wall St. Rank hold SPXV as of Q3 2026.

  • LPL Financial held 17,760 shares of ProShares S&P 500 ex-Health Care ETF worth $1.48M as of Q3 2026.
  • LPL Financial bought 1,047 ProShares S&P 500 ex-Health Care ETF shares in Q3 2026, an estimated $87.2K.
  • ProShares S&P 500 ex-Health Care ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4113 holding.
  • LPL Financial first reported a position in ProShares S&P 500 ex-Health Care ETF in Q1 2024 and has held it in 11 quarters since.
  • 11 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.