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 |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
17,011
shares
|
$828,265
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
16,972
shares
|
$826,366
0.01% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
16,959
shares
|
$825,733
0.02% of portfolio
|
Q4 2024
Added 800.64%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
16,500
shares
|
$803,385
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
16,177
shares
|
$787,658
0.02% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
16,005
shares
|
$779,283
0.0% of portfolio
|
Q4 2024
Added 99.02%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,978
shares
|
$777,968
0.07% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
15,896
shares
|
$773,976
0.18% of portfolio
|
Q3 2024
Reduced 40.65%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
15,735
shares
|
$766,137
0.33% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
15,720
shares
|
$765,406
0.42% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
15,693
shares
|
$764,092
0.08% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,658
shares
|
$762,388
0.05% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
15,532
shares
|
$756,253
0.04% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
15,413
shares
|
$750,458
0.11% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
15,162
shares
|
$738,237
0.15% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
14,847
shares
|
$722,900
0.18% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,767
shares
|
$719,005
0.02% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
14,505
shares
|
$706,248
0.27% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
14,289
shares
|
$695,731
0.01% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,010
shares
|
$682,146
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
14,000
shares
|
$681,660
0.15% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,928
shares
|
$678,154
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
13,358
shares
|
$650,401
0.02% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
13,321
shares
|
$648,599
0.11% of portfolio
|
Q1 2023
Reduced 31.46%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$632,970
0.1% of portfolio
|
Q4 2023
Reduced 13.33%
|