Spire Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Spire Wealth Management’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	$566K	Sell	11,136 -401	-3%	-$20K	0.02%	529
2026 Q1	$572K	Buy	11,537 +1,209	+12%	+$60.9K	0.02%	512
2025 Q4	$496K	Sell	10,328 -1,539	-13%	-$74.2K	0.02%	546
2025 Q3	$587K	Buy	11,867 +2,561	+28%	+$125K	0.02%	489
2025 Q2	$443K	Sell	9,306 -3,774	-29%	-$178K	0.02%	539
2025 Q1	$657K	Buy	13,080 +2,259	+21%	+$111K	0.02%	502
2024 Q4	$523K	Buy	10,821 +10,546	+3,835%	+$527K	0.02%	540
2024 Q3	$13.9K	Hold	275	–	–	﹤0.01%	1545
2024 Q2	$12.2K	Sell	275 -2,694	-91%	-$119K	﹤0.01%	1585
2024 Q1	$132K	Sell	2,969 -359	-11%	-$15.3K	﹤0.01%	914
2023 Q4	$140K	Sell	3,328 -578	-15%	-$23K	﹤0.01%	887
2023 Q3	$153K	Sell	3,906 -50	-1%	-$2.06K	0.01%	798
2023 Q2	$164K	Hold	3,956	–	–	0.01%	787
2023 Q1	$167K	Buy	3,956 +325	+9%	+$14.2K	0.01%	789
2022 Q4	$159K	Buy	3,631 +497	+16%	+$21.4K	0.01%	607
2022 Q3	$123K	Sell	3,134 -4,583	-59%	-$202K	0.01%	643
2022 Q2	$341K	Buy	7,717 +1,941	+34%	+$90.4K	0.01%	587
2022 Q1	$273K	Buy	5,776 +21	+0.4%	+$957	0.01%	758
2021 Q4	$261K	Hold	5,755	–	–	0.01%	974
2021 Q3	$244K	Sell	5,755 -39	-0.7%	-$1.71K	0.01%	845
2021 Q2	$255K	Hold	5,794	–	–	0.01%	847
2021 Q1	$248K	Buy	+5,794	New	+$233K	0.01%	967

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

Spire Wealth Management's SPHD Position: Q2 2026 in Review

Spire Wealth Management reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 3.5% in Q2 2026, selling an estimated $20K and leaving 11,136 shares worth $566K. The position accounts for 0.02% of the portfolio, ranked #529.

Spire Wealth Management first reported a position in SPHD in Q1 2021 and has held it in 22 quarters since. The position peaked at $657K in Q1 2025. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Spire Wealth Management held 11,136 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $566K as of Q2 2026.
Spire Wealth Management sold 401 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $20K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #529 holding.
Spire Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $657K in Q1 2025.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.