Migdal Insurance & Financial Holdings’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-4,248
| Closed | -$210K | – | 383 |
|
|
2025
Q3 | $210K | Sell |
4,248
-3,755
| -47% | -$183K | ﹤0.01% | 211 |
|
|
2025
Q2 | $381K | Buy |
8,003
+2,353
| +42% | +$111K | ﹤0.01% | 187 |
|
|
2025
Q1 | $284K | Hold |
5,650
| – | – | ﹤0.01% | 201 |
|
|
2024
Q4 | $273K | Sell |
5,650
-5,949
| -51% | -$298K | ﹤0.01% | 197 |
|
|
2024
Q3 | $587K | Buy |
11,599
+8,029
| +225% | +$384K | 0.01% | 169 |
|
|
2024
Q2 | $158K | Buy |
3,570
+900
| +34% | +$39.7K | ﹤0.01% | 224 |
|
|
2024
Q1 | $119K | Sell |
2,670
-130
| -5% | -$5.53K | ﹤0.01% | 227 |
|
|
2023
Q4 | $119K | Hold |
2,800
| – | – | ﹤0.01% | 255 |
|
|
2023
Q3 | $110K | Sell |
2,800
-1,600
| -36% | -$65.9K | ﹤0.01% | 252 |
|
|
2023
Q2 | $181K | Sell |
4,400
-8,270
| -65% | -$340K | ﹤0.01% | 235 |
|
|
2023
Q1 | $528K | Buy |
12,670
+6,270
| +98% | +$273K | 0.01% | 183 |
|
|
2022
Q4 | $282K | Hold |
6,400
| – | – | 0.01% | 200 |
|
|
2022
Q3 | $253K | Buy |
6,400
+910
| +17% | +$40.1K | 0.01% | 206 |
|
|
2022
Q2 | $242K | Buy |
5,490
+1,060
| +24% | +$49.4K | 0.01% | 221 |
|
|
2022
Q1 | $211K | Buy |
4,430
+4,298
| +3,256% | +$196K | ﹤0.01% | 269 |
|
|
2021
Q4 | $6K | Buy |
132
+2
| +2% | +$87 | ﹤0.01% | 640 |
|
|
2021
Q3 | $6K | Hold |
130
| – | – | ﹤0.01% | 630 |
|
|
2021
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 560 |
|
|
2021
Q1 | $6K | Hold |
130
| – | – | ﹤0.01% | 651 |
|
|
2020
Q4 | $5K | Hold |
130
| – | – | ﹤0.01% | 633 |
|
|
2020
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 650 |
|
|
2020
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 658 |
|
|
2020
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 631 |
|
|
2019
Q4 | $6K | Sell |
130
-1,540
| -92% | -$66K | ﹤0.01% | 722 |
|
|
2019
Q3 | $71K | Hold |
1,670
| – | – | ﹤0.01% | 579 |
|
|
2019
Q2 | $70K | Buy |
1,670
+1,540
| +1,185% | +$64.8K | ﹤0.01% | 587 |
|
|
2019
Q1 | $6K | Hold |
130
| – | – | ﹤0.01% | 686 |
|
|
2018
Q4 | $5K | Hold |
130
| – | – | ﹤0.01% | 685 |
|
|
2018
Q3 | $5K | Buy |
+130
| New | +$5.41K | ﹤0.01% | 768 |
|
|
2018
Q1 | – | Sell |
-1,540
| Closed | -$65K | – | 767 |
|
|
2017
Q4 | $65K | Buy |
1,540
+1,155
| +300% | +$48.4K | ﹤0.01% | 397 |
|
|
2017
Q3 | $16K | Sell |
385
-1,346
| -78% | -$54.4K | ﹤0.01% | 520 |
|
|
2017
Q2 | $70K | Sell |
1,731
-434
| -20% | -$17.5K | ﹤0.01% | 372 |
|
|
2017
Q1 | $88K | Buy |
2,165
+460
| +27% | +$18.5K | ﹤0.01% | 367 |
|
|
2016
Q4 | $67K | Buy |
+1,705
| New | +$65.5K | ﹤0.01% | 332 |
|
Other funds holding SPHD
