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

Ken Griffin’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
Q1 		$590K Sell
11,900
-1,700
-13% -$85.6K ﹤0.01% 8894
2025
Q4 		$653K Sell
13,600
-1,300
-9% -$62.6K ﹤0.01% 8368
2025
Q3 		$737K Sell
14,900
-6,600
-31% -$322K ﹤0.01% 8223
2025
Q2 		$1.02M Buy
21,500
+2,900
+16% +$137K ﹤0.01% 7040
2025
Q1 		$934K Sell
18,600
-16,200
-47% -$797K ﹤0.01% 7108
2024
Q4 		$1.68M Sell
34,800
-7,400
-18% -$370K ﹤0.01% 5982
2024
Q3 		$2.13M Buy
42,200
+27,800
+193% +$1.33M ﹤0.01% 5415
2024
Q2 		$640K Sell
14,400
-28,300
-66% -$1.25M ﹤0.01% 7530
2024
Q1 		$1.9M Buy
42,700
+14,600
+52% +$621K ﹤0.01% 5631
2023
Q4 		$1.19M Buy
28,100
+8,600
+44% +$342K ﹤0.01% 6340
2023
Q3 		$764K Sell
19,500
-9,100
-32% -$375K ﹤0.01% 7155
2023
Q2 		$1.18M Sell
28,600
-18,000
-39% -$740K ﹤0.01% 6112
2023
Q1 		$1.97M Sell
46,600
-13,200
-22% -$575K ﹤0.01% 5405
2022
Q4 		$2.62M Buy
59,800
+28,600
+92% +$1.23M ﹤0.01% 4984
2022
Q3 		$1.22M Buy
31,200
+4,200
+16% +$185K ﹤0.01% 6564
2022
Q2 		$1.19M Sell
27,000
-39,400
-59% -$1.84M ﹤0.01% 6625
2022
Q1 		$3.13M Buy
66,400
+31,200
+89% +$1.42M ﹤0.01% 5074
2021
Q4 		$1.59M Sell
35,200
-13,900
-28% -$605K ﹤0.01% 6744
2021
Q3 		$2.08M Sell
49,100
-32,400
-40% -$1.42M ﹤0.01% 6253
2021
Q2 		$3.59M Buy
81,500
+30,200
+59% +$1.35M ﹤0.01% 5188
2021
Q1 		$2.2M Sell
51,300
-42,900
-46% -$1.72M ﹤0.01% 6170
2020
Q4 		$3.54M Buy
94,200
+22,800
+32% +$816K ﹤0.01% 4297
2020
Q3 		$2.35M Buy
+71,400
New +$2.41M ﹤0.01% 4428

Other funds holding SPHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ken Griffin's SPHD Position: Q1 2026 in Review

Ken Griffin reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 78% in Q1 2026, selling an estimated $1.63M and leaving 8,979 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #9572.

Ken Griffin first reported a position in SPHD in Q1 2015 and has held it in 35 quarters since. The position peaked at $7.77M in Q1 2024. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

  • Ken Griffin held 8,979 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $445K as of Q1 2026.
  • Ken Griffin sold 32,478 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $1.63M.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #9572 holding.
  • Ken Griffin first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2015 and has held it in 35 quarters since.
  • Ken Griffin's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $7.77M in Q1 2024.
  • 343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

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