Steward Partners Investment Advisory’s ProShares S&P 500 ex-Health Care ETF SPXV Stock Holding History

Steward Partners Investment Advisory’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	$16.4K	Sell	200 -250	-56%	-$20K	﹤0.01%	3495
2026 Q1	$32K	Hold	450	–	–	﹤0.01%	3017
2025 Q4	$33.6K	Hold	450	–	–	﹤0.01%	2891
2025 Q3	$33K	Hold	450	–	–	﹤0.01%	2821
2025 Q2	$30.5K	Hold	450	–	–	﹤0.01%	2728
2025 Q1	$27K	Hold	450	–	–	﹤0.01%	2668
2024 Q4	$28.6K	Hold	450	–	–	﹤0.01%	2612
2024 Q3	$27.6K	Sell	450 -200	-31%	-$11.8K	﹤0.01%	2509
2024 Q2	$37.9K	Buy	+650	New	+$36.3K	﹤0.01%	2236

Other funds holding SPXV

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ATIA

American Trust Investment Advisors Lebanon, New Hampshire $203M AUM 25.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steward Partners Investment Advisory's SPXV Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its ProShares S&P 500 ex-Health Care ETF (SPXV) stake by 56% in Q2 2026, selling an estimated $20K and leaving 200 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3495.

Steward Partners Investment Advisory first reported a position in SPXV in Q2 2024 and has held it in 9 quarters since. The position peaked at $37.9K in Q2 2024. 23 funds tracked by Wall St. Rank hold SPXV as of Q2 2026.

Steward Partners Investment Advisory held 200 shares of ProShares S&P 500 ex-Health Care ETF worth $16.4K as of Q2 2026.
Steward Partners Investment Advisory sold 250 ProShares S&P 500 ex-Health Care ETF shares in Q2 2026, an estimated $20K.
ProShares S&P 500 ex-Health Care ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3495 holding.
Steward Partners Investment Advisory first reported a position in ProShares S&P 500 ex-Health Care ETF in Q2 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's ProShares S&P 500 ex-Health Care ETF position peaked at $37.9K in Q2 2024.
23 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.