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 361 institutions that hold shares in the stock, with a total of 22.3 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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
736
shares
|
$36,763
0.02% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
732
shares
|
$36,563
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
724
shares
|
$36,163
0.02% of portfolio
|
Q1 2024
Added 336.14%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
687
shares
|
$34,315
0.0% of portfolio
|
Q3 2024
Added 37.4%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
670
shares
|
$33,466
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
625
shares
|
$31,218
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
625
shares
|
$31,218
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
560
shares
|
$27,972
0.01% of portfolio
|
Q3 2021
Reduced 11.81%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
552
shares
|
$27,572
0.0% of portfolio
|
Q3 2024
Added 941.51%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
550
shares
|
$27,472
0.01% of portfolio
|
Q2 2023
Reduced 39.69%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
541
shares
|
$27,022
0.0% of portfolio
|
Q2 2024
Reduced 74.54%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
530
shares
|
$26,473
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
529
shares
|
$26,423
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
512
shares
|
$25,574
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
500
shares
|
$24,975
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
451
shares
|
$22,527
0.01% of portfolio
|
Q3 2023
Reduced 26.19%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
419
shares
|
$20,929
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
416
shares
|
$20,779
0.0% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$19,980
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
397
shares
|
$19,830
0.01% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
364
shares
|
$18,181
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
300
shares
|
$14,985
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
300
shares
|
$14,985
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
293
shares
|
$14,635
0.0% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
290
shares
|
$14,485
0.0% of portfolio
|
Q2 2024
New holding
|