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 380 institutions that hold shares in the stock, with a total of 24 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
625
shares
|
$29,656
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
625
shares
|
$29,656
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
591
shares
|
$28,042
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
560
shares
|
$26,572
0.01% of portfolio
|
Q3 2021
Reduced 11.81%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
550
shares
|
$26,097
0.01% of portfolio
|
Q2 2023
Reduced 39.69%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
541
shares
|
$25,670
0.0% of portfolio
|
Q2 2024
Reduced 74.54%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
530
shares
|
$25,148
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
529
shares
|
$25,101
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
500
shares
|
$23,725
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
500
shares
|
$23,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
450
shares
|
$21,352
0.0% of portfolio
|
Q4 2024
Reduced 93.68%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
423
shares
|
$20,071
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
419
shares
|
$19,881
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
417
shares
|
$19,786
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
400
shares
|
$18,980
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
384
shares
|
$18,220
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
364
shares
|
$17,271
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
317
shares
|
$15,041
0.0% of portfolio
|
Q4 2024
Added 217.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
300
shares
|
$14,235
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
300
shares
|
$14,235
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
297
shares
|
$14,092
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
290
shares
|
$13,760
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
280
shares
|
$13,286
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
270
shares
|
$12,811
0.0% of portfolio
|
Q4 2023
Added 35.68%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
261
shares
|
$12,384
0.0% of portfolio
|
Q3 2024
Reduced 1.88%
|