Clal Insurance’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Clal Insurance’s Portfolio SPHD Stock Details SPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.34M	Hold	85,400	–	–	0.02%	102
2026 Q1	$4.24M	Hold	85,400	–	–	0.03%	95
2025 Q4	$4.1M	Hold	85,400	–	–	0.03%	94
2025 Q3	$4.22M	Hold	85,400	–	–	0.03%	91
2025 Q2	$4.06M	Sell	85,400 -36,600	-30%	-$1.73M	0.04%	88
2025 Q1	$6.13M	Hold	122,000	–	–	0.06%	73
2024 Q4	$5.89M	Buy	122,000 +41,000	+51%	+$2.05M	0.05%	74
2024 Q3	$4.1M	Sell	81,000 -2,019,000	-96%	-$96.7M	0.04%	81
2024 Q2	$93.3M	Buy	+2,100,000	New	+$92.7M	0.98%	28

Other funds holding SPHD

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Clal Insurance's SPHD Position: Q2 2026 in Review

Clal Insurance held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 85,400 shares worth $4.34M. The position accounts for 0.02% of the portfolio, ranked #102.

Clal Insurance first reported a position in SPHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $93.3M in Q2 2024. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Clal Insurance held 85,400 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $4.34M as of Q2 2026.
Clal Insurance left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.02% of Clal Insurance's portfolio in Q2 2026, its #102 holding.
Clal Insurance first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2024 and has held it in 9 quarters since.
Clal Insurance's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $93.3M in Q2 2024.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Clal Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.