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

Morgan Stanley’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
Q1 		$82 Hold
1
– – ﹤0.01% 7838
2025
Q4 		$118 Hold
1
– – ﹤0.01% 7693
2025
Q3 		$97 Sell
1
-1
-50% -$71 ﹤0.01% 7689
2025
Q2 		$184 Hold
2
– – ﹤0.01% 7583
2025
Q1 		$139 Buy
2
+1
+100% +$64 ﹤0.01% 7519
2024
Q4 		$78 Buy
+1
New +$64 ﹤0.01% 7501
2024
Q3 		– Sell
-1
Closed -$100 – 8020
2024
Q2 		$100 Buy
+1
New +$56 ﹤0.01% 7354

Other funds holding SPXV

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATIA
American Trust Investment Advisors Lebanon, New Hampshire $181M AUM 25.67% 1-Year Est. Return

Morgan Stanley's SPXV Position: Q1 2026 in Review

Morgan Stanley held its ProShares S&P 500 ex-Health Care ETF (SPXV) position steady in Q1 2026 at 1 share worth $82. The position accounts for ﹤0.01% of the portfolio, ranked #7838.

Morgan Stanley first reported a position in SPXV in Q2 2024 and has held it in 7 quarters since. The position peaked at $184 in Q2 2025. 23 funds tracked by Wall St. Rank hold SPXV as of Q1 2026.

  • Morgan Stanley held 1 share of ProShares S&P 500 ex-Health Care ETF worth $82 as of Q1 2026.
  • Morgan Stanley left its ProShares S&P 500 ex-Health Care ETF share count unchanged in Q1 2026.
  • ProShares S&P 500 ex-Health Care ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7838 holding.
  • Morgan Stanley first reported a position in ProShares S&P 500 ex-Health Care ETF in Q2 2024 and has held it in 7 quarters since.
  • Morgan Stanley's ProShares S&P 500 ex-Health Care ETF position peaked at $184 in Q2 2025.
  • 23 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.