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 |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
300
shares
|
$14,493
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
300
shares
|
$14,493
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
293
shares
|
$14,154
0.0% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
290
shares
|
$14,009
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
275
shares
|
$13,285
0.0% of portfolio
|
Q2 2024
Reduced 90.74%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
270
shares
|
$13,043
0.0% of portfolio
|
Q4 2023
Added 35.68%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
261
shares
|
$12,608
0.0% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
255
shares
|
$12,319
0.0% of portfolio
|
Q4 2019
Reduced 90.76%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
244
shares
|
$11,787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
234
shares
|
$11,304
0.0% of portfolio
|
Q3 2024
Reduced 94.42%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
232
shares
|
$11,207
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
221
shares
|
$10,676
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
214
shares
|
$10,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
200
shares
|
$9,662
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
198
shares
|
$9,565
0.0% of portfolio
|
Q3 2024
Reduced 70.18%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
150
shares
|
$7,246
0.0% of portfolio
|
Q4 2022
Reduced 84.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
148
shares
|
$7,149
0.0% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
123
shares
|
$5,942
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
123
shares
|
$5,942
0.0% of portfolio
|
Q3 2024
Added 6050.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
118
shares
|
$5,700
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
100
shares
|
$4,831
0.0% of portfolio
|
Q1 2023
Reduced 99.83%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
100
shares
|
$4,831
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
100
shares
|
$4,831
0.0% of portfolio
|
Q2 2023
Reduced 9.09%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
100
shares
|
$4,831
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
100
shares
|
$4,831
0.0% of portfolio
|
Q1 2020
New holding
|