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

Washington Trust 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
2026 Q2	$2.26M	Sell	44,452 -177	-0.4%	-$8.85K	0.16%	85
2026 Q1	$2.21M	Buy	44,629 +952	+2%	+$47.9K	0.16%	83
2025 Q4	$2.1M	Sell	43,677 -1,196	-3%	-$57.6K	0.15%	86
2025 Q3	$2.22M	Buy	44,873 +5,127	+13%	+$250K	0.16%	79
2025 Q2	$1.89M	Buy	39,746 +210	+0.5%	+$9.93K	0.16%	82
2025 Q1	$1.99M	Buy	39,536 +25,392	+180%	+$1.25M	0.2%	79
2024 Q4	$683K	Buy	+14,144	New	+$707K	0.07%	120
2022 Q1	–	Sell	-5,505	Closed	-$249K	–	252
2021 Q4	$249K	Buy	+5,505	New	+$240K	0.02%	201
2018 Q2	–	Sell	-8,046	Closed	-$317K	–	734
2018 Q1	$317K	Buy	8,046 +933	+13%	+$38K	0.05%	176
2017 Q4	$302K	Buy	7,113 +744	+12%	+$31.2K	0.04%	186
2017 Q3	$261K	Buy	6,369 +3,941	+162%	+$159K	0.04%	188
2017 Q2	$98K	Buy	+2,428	New	+$97.6K	0.02%	280

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

Washington Trust Bank's SPHD Position: Q2 2026 in Review

Washington Trust Bank reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 0.4% in Q2 2026, selling an estimated $8.85K and leaving 44,452 shares worth $2.26M. The position accounts for 0.16% of the portfolio, ranked #85.

Washington Trust Bank first reported a position in SPHD in Q2 2017 and has held it in 12 quarters since. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Washington Trust Bank held 44,452 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.26M as of Q2 2026.
Washington Trust Bank sold 177 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $8.85K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.16% of Washington Trust Bank's portfolio in Q2 2026, its #85 holding.
Washington Trust Bank first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2017 and has held it in 12 quarters since.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Washington Trust Bank's 13F filing for Q2 2026, filed 5 Aug 2026.