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 381 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 |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
17,011
shares
|
$819,419
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
16,555
shares
|
$797,454
0.02% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
16,480
shares
|
$793,841
0.02% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
16,474
shares
|
$793,552
0.15% of portfolio
|
Q2 2025
Reduced 45.93%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
16,303
shares
|
$785,315
0.06% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
16,167
shares
|
$778,764
0.01% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,978
shares
|
$769,660
0.07% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
15,914
shares
|
$766,577
0.02% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
15,735
shares
|
$757,954
0.33% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
15,659
shares
|
$754,294
0.05% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
15,299
shares
|
$736,952
0.09% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
15,299
shares
|
$736,952
0.35% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
15,288
shares
|
$736,422
0.15% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
15,252
shares
|
$734,688
1.74% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
15,201
shares
|
$732,232
0.04% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
14,860
shares
|
$715,806
0.05% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
14,727
shares
|
$709,399
0.01% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
14,694
shares
|
$707,809
0.35% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
14,590
shares
|
$702,800
0.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
14,374
shares
|
$692,395
0.01% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
14,198
shares
|
$683,917
0.0% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
14,043
shares
|
$676,451
0.09% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,010
shares
|
$674,861
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
14,000
shares
|
$674,380
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
13,723
shares
|
$661,036
0.03% of portfolio
|
Q2 2025
Reduced 15.69%
|