A detailed history of Caldwell Trust CO transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Caldwell Trust CO holds 4,553 shares of SPHD stock, worth $219,318. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,553
Holding current value
$219,318
% of portfolio
0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025

BUY
$44.37 - $50.04 $202,016 - $227,832
4,553 New
4,553 $217 Million
Q3 2024

Sep 24, 2025

SELL
$44.07 - $50.57 $6,478 - $7,433
-147 Reduced 3.13%
4,553 $230 Million
Q1 2024

Sep 24, 2025

BUY
$41.15 - $44.4 $6,049 - $6,526
147 Added 3.23%
4,700 $209 Million
Q4 2023

Oct 01, 2025

BUY
$37.32 - $42.67 $5,486 - $6,272
147 Added 3.23%
4,700 $199 Million

Others Institutions Holding SPHD

About INVESCO ETF TR II S&P 500 HIGH


  • Ticker SPHD
  • Sector ETFs
  • Industry ETFs
More about SPHD
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