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 367 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$48,310
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
930
shares
|
$44,928
0.0% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
820
shares
|
$39,614
0.03% of portfolio
|
Q1 2023
Reduced 90.44%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
766
shares
|
$37,005
0.0% of portfolio
|
Q3 2024
Added 6863.64%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
740
shares
|
$35,749
0.02% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
732
shares
|
$35,362
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
724
shares
|
$34,976
0.02% of portfolio
|
Q1 2024
Added 336.14%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
701
shares
|
$33,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
687
shares
|
$33,188
0.0% of portfolio
|
Q3 2024
Added 37.4%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
670
shares
|
$32,367
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
625
shares
|
$30,193
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
625
shares
|
$30,193
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
560
shares
|
$27,053
0.01% of portfolio
|
Q3 2021
Reduced 11.81%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
552
shares
|
$26,667
0.0% of portfolio
|
Q3 2024
Added 941.51%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
550
shares
|
$26,570
0.01% of portfolio
|
Q2 2023
Reduced 39.69%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
541
shares
|
$26,135
0.0% of portfolio
|
Q2 2024
Reduced 74.54%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
530
shares
|
$25,604
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
529
shares
|
$25,555
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
516
shares
|
$24,927
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
500
shares
|
$24,155
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
451
shares
|
$21,787
0.01% of portfolio
|
Q3 2023
Reduced 26.19%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
419
shares
|
$20,241
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
419
shares
|
$20,241
0.0% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
416
shares
|
$20,096
0.0% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$19,324
0.0% of portfolio
|
Q4 2022
New holding
|