Washington Trust’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Washington Trust’s Portfolio SPHQ Stock Details SPHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-406	Closed	-$26.9K	–	651
2025 Q1	$26.9K	Hold	406	–	–	﹤0.01%	490
2024 Q4	$27.2K	Hold	406	–	–	﹤0.01%	531
2024 Q3	$27.3K	Hold	406	–	–	﹤0.01%	543
2024 Q2	$25.8K	Hold	406	–	–	﹤0.01%	541
2024 Q1	$24.5K	Hold	406	–	–	﹤0.01%	548
2023 Q4	$22K	Hold	406	–	–	﹤0.01%	545
2023 Q3	$20.3K	Hold	406	–	–	﹤0.01%	535
2023 Q2	$20.5K	Hold	406	–	–	﹤0.01%	560
2023 Q1	$19.2K	Hold	406	–	–	﹤0.01%	572
2022 Q4	$17.9K	Hold	406	–	–	﹤0.01%	572
2022 Q3	$16K	Hold	406	–	–	﹤0.01%	583
2022 Q2	$17K	Hold	406	–	–	﹤0.01%	584
2022 Q1	$20K	Hold	406	–	–	﹤0.01%	584
2021 Q4	$22K	Hold	406	–	–	﹤0.01%	570
2021 Q3	$20K	Hold	406	–	–	﹤0.01%	692
2021 Q2	$20K	Hold	406	–	–	﹤0.01%	696
2021 Q1	$18K	Hold	406	–	–	﹤0.01%	689
2020 Q4	$17K	Hold	406	–	–	﹤0.01%	686
2020 Q3	$16K	Hold	406	–	–	﹤0.01%	657
2020 Q2	$14K	Hold	406	–	–	﹤0.01%	608
2020 Q1	$12K	Buy	+406	New	+$14.1K	﹤0.01%	643

Other funds holding SPHQ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Washington Trust's SPHQ Position: Q2 2025 in Review

Washington Trust sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2025, closing a stake of 406 shares — an estimated $26.9K sold.

Washington Trust first reported a position in SPHQ in Q1 2020 and held it in 21 quarters. The position peaked at $27.3K in Q3 2024. 669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

Washington Trust reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 406 Invesco S&P 500 Quality ETF shares in Q2 2025, an estimated $26.9K.
Washington Trust first reported a position in Invesco S&P 500 Quality ETF in Q1 2020 and held it in 21 quarters.
Washington Trust's Invesco S&P 500 Quality ETF position peaked at $27.3K in Q3 2024.
669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.