Citadel Advisors
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Citadel Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Citadel Advisors’s Portfolio SPGP Stock Details SPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Buy
1,900
+100
+6% +$11.4K ﹤0.01% 11372
2025
Q4 		$205K Sell
1,800
-400
-18% -$45.2K ﹤0.01% 11000
2025
Q3 		$250K Sell
2,200
-4,400
-67% -$488K ﹤0.01% 10759
2025
Q2 		$711K Buy
6,600
+300
+5% +$29.9K ﹤0.01% 7804
2025
Q1 		$629K Buy
6,300
+3,200
+103% +$337K ﹤0.01% 7972
2024
Q4 		$325K Sell
3,100
-300
-9% -$32.3K ﹤0.01% 9488
2024
Q3 		$356K Sell
3,400
-4,300
-56% -$440K ﹤0.01% 8955
2024
Q2 		$791K Buy
7,700
+6,400
+492% +$659K ﹤0.01% 7062
2024
Q1 		$138K Sell
1,300
-300
-19% -$29.8K ﹤0.01% 10884
2023
Q4 		$157K Buy
1,600
+900
+129% +$83.2K ﹤0.01% 10317
2023
Q3 		$63.9K Sell
700
-2,500
-78% -$233K ﹤0.01% 11450
2023
Q2 		$290K Buy
3,200
+2,600
+433% +$224K ﹤0.01% 9117
2023
Q1 		$51.2K Buy
+600
New +$51.9K ﹤0.01% 12112

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors's SPGP Position: Q1 2026 in Review

Citadel Advisors increased its Invesco S&P 500 GARP ETF (SPGP) stake by 493% in Q1 2026, buying an estimated $3.84M and bringing the position to 40,617 shares worth $4.37M. The position accounts for ﹤0.01% of the portfolio, ranked #4565.

Citadel Advisors first reported a position in SPGP in Q4 2014 and has held it in 35 quarters since. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

  • Citadel Advisors held 40,617 shares of Invesco S&P 500 GARP ETF worth $4.37M as of Q1 2026.
  • Citadel Advisors bought 33,764 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $3.84M.
  • Invesco S&P 500 GARP ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4565 holding.
  • Citadel Advisors first reported a position in Invesco S&P 500 GARP ETF in Q4 2014 and has held it in 35 quarters since.
  • 298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.