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 382 institutions that hold shares in the stock, with a total of 22.5 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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,226
shares
|
$59,056
0.02% of portfolio
|
Q2 2021
Reduced 97.67%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,214
shares
|
$58,478
0.01% of portfolio
|
Q2 2025
Reduced 72.51%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
1,207
shares
|
$58,141
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,178
shares
|
$56,744
0.02% of portfolio
|
Q2 2019
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,102
shares
|
$53,083
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,040
shares
|
$50,096
0.04% of portfolio
|
Q4 2024
Reduced 86.68%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
991
shares
|
$47,736
0.01% of portfolio
|
Q2 2025
Added 76.96%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
930
shares
|
$44,798
0.0% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
924
shares
|
$44,509
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
900
shares
|
$43,353
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
820
shares
|
$39,499
0.03% of portfolio
|
Q1 2023
Reduced 90.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
802
shares
|
$38,632
0.0% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
751
shares
|
$36,175
0.01% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
748
shares
|
$36,031
0.02% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
724
shares
|
$34,875
0.02% of portfolio
|
Q1 2024
Added 336.14%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
714
shares
|
$34,393
0.0% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
689
shares
|
$33,189
0.02% of portfolio
|
Q2 2025
Reduced 39.13%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
670
shares
|
$32,273
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
625
shares
|
$30,106
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
625
shares
|
$30,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
625
shares
|
$30,106
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
550
shares
|
$26,493
0.01% of portfolio
|
Q2 2023
Reduced 39.69%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
541
shares
|
$26,059
0.0% of portfolio
|
Q2 2024
Reduced 74.54%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
530
shares
|
$25,530
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
529
shares
|
$25,481
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|