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 $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
300
shares
|
$15,036
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
295
shares
|
$14,785
0.0% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
290
shares
|
$14,534
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
281
shares
|
$14,083
0.0% of portfolio
|
Q4 2024
Reduced 99.19%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
270
shares
|
$13,532
0.0% of portfolio
|
Q4 2023
Added 35.68%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
261
shares
|
$13,081
0.0% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
255
shares
|
$12,780
0.0% of portfolio
|
Q4 2019
Reduced 90.76%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
244
shares
|
$12,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
236
shares
|
$11,828
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
232
shares
|
$11,627
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
221
shares
|
$11,076
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
214
shares
|
$10,725
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
200
shares
|
$10,024
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
198
shares
|
$9,923
0.0% of portfolio
|
Q3 2024
Reduced 70.18%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
150
shares
|
$7,518
0.0% of portfolio
|
Q4 2022
Reduced 84.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
148
shares
|
$7,417
0.0% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
118
shares
|
$5,914
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
101
shares
|
$5,062
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
100
shares
|
$5,012
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
100
shares
|
$5,012
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$5,012
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
100
shares
|
$5,012
0.0% of portfolio
|
Q1 2023
Reduced 99.83%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
65
shares
|
$3,257
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
64
shares
|
$3,207
0.0% of portfolio
|
Q3 2024
Reduced 95.65%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
39
shares
|
$1,954
0.0% of portfolio
|
Q4 2024
New holding
|