SPXV Institutional Ownership
ProShares - S&P 500 Ex-Health Care ETF
1W: +0.0%
1M: +1.1%
3M: +2.5%
YTD: +13.4%
1Y: +14.8%
3Y: +93.5%
5Y: +90.5%
$84.47
+0.67 (+0.80%)
Weekly Expected Move ±1.6%
$82
$83
$84
$86
$87
Overview
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Institutional Ownership — SPXV
26
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
15M
Total Invested
2
New Positions
5
Increased
7
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (31 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SG Americas Securities, LLC | 80,000 | 7M | — | +0.0% | 13Q | SEC ↗ |
| 2 | BARCLAYS PLC | 60,000 | 5M | — | +0.0% | 13Q | SEC ↗ |
| 3 | Creative Planning | 27,220 | 2M | -205 | -0.7% | 14Q | SEC ↗ |
| 4 | LPL Financial LLC | 16,713 | 1M | +2,031 | +13.8% | 10Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,116 | 1M | -3,335 | -18.1% | 3Q | SEC ↗ |
| 6 | TRUEFG, LLC | 11,788 | 996K | -121 | -1.0% | 12Q | SEC ↗ |
| 7 | MATHER GROUP, LLC. | 11,194 | 946K | — | +0.0% | 6Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 8,183 | 691K | — | +0.0% | 14Q | SEC ↗ |
| 9 | American Trust Investment Advisors, LL | 6,142 | 519K | +102 | +1.7% | 9Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 5,853 | 494K | — | +0.0% | 15Q | SEC ↗ |
| 11 | FORTERIS WEALTH MANAGEMENT INC. | 5,779 | 488K | — | +0.0% | 3Q | SEC ↗ |
| 12 | BlackRock, Inc. | 5,083 | 429K | — | +0.0% | 3Q | SEC ↗ |
| 13 | ADIRONDACK TRUST CO NEW | 1,225 | 103K | — | +0.0% | 1Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 1,027 | 87K | +500 | +94.9% | 2Q | SEC ↗ |
| 15 | Blue Trust, Inc. NEW | 727 | 61K | — | +0.0% | 1Q | SEC ↗ |
| 16 | CENTRAL TRUST Co | 620 | 52K | — | +0.0% | 11Q | SEC ↗ |
| 17 | ROTHSCHILD INVESTMENT LLC | 400 | 34K | — | +0.0% | 7Q | SEC ↗ |
| 18 | HARBOUR INVESTMENTS, INC. | 208 | 18K | +1 | +0.5% | 2Q | SEC ↗ |
| 19 | Steward Partners Investment Advisory, | 200 | 17K | -250 | -55.6% | 9Q | SEC ↗ |
| 20 | Abound Wealth Management | 166 | 14K | — | +0.0% | 6Q | SEC ↗ |
| 21 | VANGUARD ADVISERS INC | 10 | 1K | — | +0.0% | 2Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 1 | 0K | +1 | — | 2Q | SEC ↗ |
| 23 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 7Q | SEC ↗ |
| 24 | Legacy Wealth Managment, LLC/ID | 0 | 0K | -110 | -100.0% | 7Q | SEC ↗ |
| 25 | Tidal Investments LLC | 0 | 0K | -8,860 | -100.0% | 1Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE | 0 | 0K | -3,322 | -100.0% | 13Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 0 | 0K | -1,801 | -100.0% | 1Q | SEC ↗ |
| 28 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 0 | 0K | -5,161 | -100.0% | 1Q | SEC ↗ |
| 29 | Federation des caisses Desjardins du Q | 0 | 0K | -11,597 | -100.0% | 5Q | SEC ↗ |
| 30 | UBS Group AG | 0 | 0K | -14 | -100.0% | 6Q | SEC ↗ |
| 31 | Western Wealth Management, LLC | 0 | 0K | -5,151 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| ADIRONDACK TRUST CO | 1,225 | 103K |
| Blue Trust, Inc. | 727 | 61K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Federation des caisses Desjardins d | 11,597 | 980K |
| Tidal Investments LLC | 8,860 | 748K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 5,161 | 436K |
| Western Wealth Management, LLC | 5,151 | 435K |
| BANK OF AMERICA CORP /DE | 3,322 | 281K |
| Kestra Advisory Services, LLC | 1,801 | 152K |
| Legacy Wealth Managment, LLC/ID | 110 | 9K |
| UBS Group AG | 14 | 1K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +2,031 | +13.8% | 16,713 |
| OSAIC HOLDINGS, INC. | +500 | +94.9% | 1,027 |
| American Trust Investment Advisors, | +102 | +1.7% | 6,142 |
| HARBOUR INVESTMENTS, INC. | +1 | +0.5% | 208 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -3,335 | -18.1% | 15,116 |
| Steward Partners Investment Advisor | -250 | -55.6% | 200 |
| Creative Planning | -205 | -0.7% | 27,220 |
| TRUEFG, LLC | -121 | -1.0% | 11,788 |