Institutional Ownership Invesco Exchange Traded Fd Tr (SPGP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPGP). We have compiled data on the 354 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
198,295
shares
|
$21 Million
0.61% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
195,674
shares
|
$20.7 Million
0.02% of portfolio
|
Q4 2024
Added 114.66%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
181,244
shares
|
$19.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.47%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
164,749
shares
|
$17.4 Million
0.49% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
Grange Capital, LLC
Beaverton, OR |
Jan 21, 2025 Q4 2024 |
164,426
shares
|
$17.4 Million
18.07% of portfolio
|
Q4 2024
New holding
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
163,037
shares
|
$17.3 Million
2.48% of portfolio
|
Q4 2024
Added 1.65%
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
152,140
shares
|
$16.1 Million
0.04% of portfolio
|
Q4 2024
Added 3.87%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
144,657
shares
|
$15.3 Million
5.49% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Feb 14, 2025 Q4 2024 |
143,260
shares
|
$15.2 Million
1.18% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
136,959
shares
|
$14.5 Million
3.55% of portfolio
|
Q4 2024
Added 15.74%
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
132,327
shares
|
$14 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
121,689
shares
|
$12.9 Million
0.04% of portfolio
|
Q4 2024
Added 1.58%
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
120,089
shares
|
$12.7 Million
7.03% of portfolio
|
Q4 2024
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
115,141
shares
|
$12.2 Million
0.03% of portfolio
|
Q4 2024
Added 0.52%
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
114,810
shares
|
$12.2 Million
0.9% of portfolio
|
Q4 2024
Added 4.54%
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
109,599
shares
|
$11.6 Million
9.05% of portfolio
|
Q4 2024
Added 7.03%
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
106,886
shares
|
$11.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 47.96%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
101,963
shares
|
$10.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 22.0%
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
100,373
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
99,503
shares
|
$10.5 Million
6.1% of portfolio
|
Q4 2024
Added 1.72%
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
96,237
shares
|
$10.2 Million
4.38% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
88,617
shares
|
$9.38 Million
5.44% of portfolio
|
Q2 2023
Added 351.39%
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
85,288
shares
|
$9.03 Million
0.01% of portfolio
|
Q4 2024
Added 36.32%
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
84,031
shares
|
$8.89 Million
0.48% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
82,340
shares
|
$8.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.86%
|