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 373 institutions that hold shares in the stock, with a total of 22.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
5,650
shares
|
$275,098
0.0% of portfolio
|
Q4 2024
Reduced 51.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
5,642
shares
|
$274,708
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,466
shares
|
$266,139
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
5,385
shares
|
$262,195
0.14% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
5,376
shares
|
$261,757
0.01% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
5,298
shares
|
$257,959
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,250
shares
|
$255,622
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
5,135
shares
|
$250,023
0.39% of portfolio
|
Q3 2023
Reduced 7.43%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
5,100
shares
|
$248,319
0.05% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,049
shares
|
$245,835
0.01% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
5,023
shares
|
$244,569
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
5,009
shares
|
$243,888
0.06% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,985
shares
|
$242,719
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
4,910
shares
|
$239,067
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
4,910
shares
|
$239,067
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,898
shares
|
$238,483
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
4,895
shares
|
$238,337
0.01% of portfolio
|
Q2 2024
Reduced 49.68%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,814
shares
|
$234,393
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
4,800
shares
|
$233,712
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,782
shares
|
$232,835
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
4,726
shares
|
$230,108
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
4,602
shares
|
$224,071
0.03% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,589
shares
|
$223,438
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
4,562
shares
|
$222,123
0.25% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
4,551
shares
|
$221,588
0.03% of portfolio
|
Q3 2024
New holding
|