Institutional Ownership Invesco ETF Tr Ii S&P 500 High (SPHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHD). We have compiled data on the 389 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,178
shares
|
$306,799
0.01% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
6,175
shares
|
$306,650
0.03% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
6,018
shares
|
$298,853
0.03% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
6,000
shares
|
$297,960
0.0% of portfolio
|
Q1 2024
Reduced 71.15%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
5,991
shares
|
$297,513
0.02% of portfolio
|
Q2 2024
Reduced 14.41%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
5,989
shares
|
$297,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
5,939
shares
|
$294,930
0.06% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
5,920
shares
|
$293,987
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,762
shares
|
$286,140
0.01% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
5,650
shares
|
$280,579
0.0% of portfolio
|
Q4 2024
Reduced 51.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
5,642
shares
|
$280,181
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
5,560
shares
|
$276,109
0.16% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,466
shares
|
$271,441
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,407
shares
|
$268,511
0.0% of portfolio
|
Q4 2024
Reduced 55.61%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
5,385
shares
|
$267,419
0.14% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
5,380
shares
|
$267,170
0.01% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
5,312
shares
|
$263,793
0.09% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
5,250
shares
|
$260,714
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
5,100
shares
|
$253,265
0.05% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,049
shares
|
$250,733
0.01% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
5,023
shares
|
$249,442
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
5,009
shares
|
$248,746
0.06% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,985
shares
|
$247,555
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
4,910
shares
|
$243,830
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,898
shares
|
$243,234
0.1% of portfolio
|
Q4 2024
New holding
|