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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,532
shares
|
$76,079
0.0% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,435
shares
|
$71,262
0.03% of portfolio
|
Q4 2024
Reduced 94.39%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
1,427
shares
|
$70,864
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,417
shares
|
$70,368
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,407
shares
|
$69,871
0.0% of portfolio
|
Q3 2023
Reduced 47.48%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,375
shares
|
$68,282
0.01% of portfolio
|
Q4 2022
Added 14.58%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
1,363
shares
|
$67,686
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,258
shares
|
$62,472
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,226
shares
|
$60,883
0.02% of portfolio
|
Q2 2021
Reduced 97.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,207
shares
|
$59,939
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,207
shares
|
$59,939
0.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,178
shares
|
$58,499
0.02% of portfolio
|
Q2 2019
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
1,123
shares
|
$55,768
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,102
shares
|
$54,725
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,040
shares
|
$51,646
0.04% of portfolio
|
Q4 2024
Reduced 86.68%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
930
shares
|
$46,183
0.0% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
900
shares
|
$44,694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
820
shares
|
$40,721
0.03% of portfolio
|
Q1 2023
Reduced 90.44%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
766
shares
|
$38,039
0.0% of portfolio
|
Q3 2024
Added 6863.64%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
740
shares
|
$36,748
0.02% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
738
shares
|
$36,649
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
724
shares
|
$35,953
0.02% of portfolio
|
Q1 2024
Added 336.14%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
701
shares
|
$34,811
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
688
shares
|
$34,166
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
670
shares
|
$33,272
0.01% of portfolio
|
Q3 2022
New holding
|