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

Gunma Bank’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
2025 Q3	$7.17M	Hold	145,000	–	–	2.24%	19
2025 Q2	$6.9M	Hold	145,000	–	–	2.25%	21
2025 Q1	$7.28M	Hold	145,000	–	–	2.35%	19
2024 Q4	$7M	Hold	145,000	–	–	2.31%	18
2024 Q3	$7.33M	Sell	145,000 -45,000	-24%	-$2.15M	3.02%	17
2024 Q2	$8.44M	Hold	190,000	–	–	7.04%	1
2024 Q1	$8.44M	Buy	190,000 +60,000	+46%	+$2.55M	4.44%	13
2023 Q4	$5.51M	Sell	130,000 -25,000	-16%	-$995K	5.34%	10
2023 Q3	$6.07M	Hold	155,000	–	–	4.43%	9
2023 Q2	$6.41M	Buy	155,000 +20,000	+15%	+$823K	4.34%	7
2023 Q1	$5.7M	Hold	135,000	–	–	2.51%	19
2022 Q4	$5.92M	Hold	135,000	–	–	2.94%	9
2022 Q3	$5.28M	Hold	135,000	–	–	3.22%	6
2022 Q2	$5.96M	Buy	+135,000	New	+$6.29M	2.52%	11
2022 Q1	–	Sell	-24,000	Closed	-$1.09M	–	30
2021 Q4	$1.09M	Buy	+24,000	New	+$1.04M	0.95%	43
2021 Q3	–	Sell	-46,000	Closed	-$2.03M	–	46
2021 Q2	$2.03M	Buy	+46,000	New	+$2.05M	1.34%	40

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gunma Bank's SPHD Position: Q3 2025 in Review

Gunma Bank held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2025 at 145,000 shares worth $7.17M. The position accounts for 2.24% of the portfolio, ranked #19.

Gunma Bank first reported a position in SPHD in Q2 2021 and has held it in 16 quarters since. The position peaked at $8.44M in Q2 2024. 334 funds tracked by Wall St. Rank hold SPHD as of Q3 2025.

Gunma Bank held 145,000 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $7.17M as of Q3 2025.
Gunma Bank left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2025.
Invesco S&P 500 High Dividend Low Volatility ETF made up 2.24% of Gunma Bank's portfolio in Q3 2025, its #19 holding.
Gunma Bank first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2021 and has held it in 16 quarters since.
Gunma Bank's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $8.44M in Q2 2024.
334 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2025.

Based on Gunma Bank's 13F filing for Q3 2025, filed 6 Nov 2025.