Skip to content
Disclosery

SPGP INVESCO EXCHANGE TRADED FD T

Follow

S&P 500 GARP ETF (fund)

317 managers (320 13F filers) reported a position in SPGP shares at 2025-03-31, 20,575,698 shares in all. 20 filers opened a position and 35 filers sold out during the quarter.

Managers
317
13F filers
320
New
20
Added
99
Reduced
148
Sold out
35
Shares held by filers
20,575,698

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CIBC WORLD MARKET INC.3,794$379K<0.01%+2213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,792$379K0.17%+26913F-HRTimeline
HARBOUR INVESTMENTS, INC.3,741$374K0.01%-80313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,677$367K0.14%013F-HRTimeline
Arete Wealth Advisors, LLC3,445$344K0.03%+32613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,432$343K<0.01%+1,10813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,375$337K<0.01%new13F-HRTimelineGroup
Opulen Financial Group LLC3,331$333K0.3%+813F-HRTimeline
Integras Partners LLC3,311$331K0.3%-27713F-HRTimeline
Manhattan West Asset Management, LLC3,239$324K0.08%013F-HRTimeline
Gladstone Institutional Advisory LLC3,228$322K0.02%-13,00113F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC3,136$313K0.55%-1813F-HRTimeline
Glass Jacobson Investment Advisors llc2,981$313K0.1%013F-HRTimeline
Advance Capital Management, Inc.3,128$312K0.01%-23813F-HRTimeline
Per Stirling Capital Management, LLC.3,120$312K0.04%013F-HRTimeline
Summit Financial Consulting LLC3,083$308K0.29%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,064$306K0.01%-19013F-HRTimelineGroup
Verum Partners LLC3,034$303K0.08%+1313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,940$294K0.07%new13F-HRTimeline
Cornerstone Wealth Management, LLC2,918$291K0.02%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,885$288K0.01%-1,29313F-HRTimeline
Continuum Advisory, LLC2,863$286K0.04%+1,61713F-HRTimeline
Wharton Business Group, LLC2,830$283K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,795$279K0.01%-1,66613F-HRTimelineGroup
CVA Family Office, LLC2,762$276K0.04%+2,20413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,760$276K0.01%-10713F-HRTimeline
PKS Advisory Services, LLC2,755$275K0.08%-2,95813F-HRTimeline
Nvest Financial, LLC2,751$275K0.15%+28213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,730$273K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky2,700$270K0.04%013F-HRTimeline
Merit Financial Group, LLC2,637$263K<0.01%-11,69413F-HRTimeline
GRIES FINANCIAL LLC2,537$253K0.05%new13F-HRTimeline
West Branch Capital LLC2,503$250K0.08%013F-HRTimeline
Bawa N Mallick Trust2,500$250K0.12%013F-HRTimeline
Wagner Wealth Management, LLC2,465$246K0.06%+513F-HRTimeline
Clearwater Capital Advisors, LLC2,464$246K0.02%013F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department2,458$246K0.18%-23,54513F-HRTimelineGroup
Integrated Wealth Concepts LLC2,379$238K<0.01%-31,31013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,356$235K0.12%+1113F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC2,346$234K0.16%013F-HRTimeline
CAP Partners, LLC2,310$231K0.17%-2,46213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,297$229K<0.01%+79713F-HR/ATimelineGroup
Cadence Bank2,281$228K0.02%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,257$226K0.01%-82513F-HRTimelineGroup
Old North State Wealth Management, LLC2,244$224K0.12%-19613F-HRTimeline
EP Wealth Advisors, LLC2,211$221K<0.01%+24913F-HRTimeline
Detalus Advisors, LLC2,160$216K0.07%+213F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC2,120$212K0.15%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,105$210K<0.01%-17413F-HRTimelineGroup
PFG Investments, LLC2,095$209K0.01%-6113F-HRTimeline
Keystone Global Partners, LLC2,093$209K0.15%13F-HRTimeline
Darwin Wealth Management, LLC1,978$208K0.07%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,064$206K<0.01%013F-HRTimelineGroup
Oder Investment Management, LLC2,064$206K0.18%-3,24913F-HRTimeline
AE Wealth Management LLC1,829$183K<0.01%-45,18913F-HRTimeline
Sunbelt Securities, Inc.1,779$178K0.02%+16013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,565$156K<0.01%+2713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,396$139K0.01%013F-HRTimeline
Fairway Wealth LLC1,215$120K0.04%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,135$113K<0.01%-9913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,120$112K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,044$104K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC928$92.7K0.12%013F-HRTimeline
GPS Wealth Strategies Group, LLC904$90.3K0.01%+21613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV815$81.4K0.01%-44713F-HRTimeline
MAI Capital Management805$80.4K<0.01%+513F-HRTimeline
Vermillion & White Wealth Management Gr…774$77.3K0.06%-42113F-HRTimeline
Archer Investment Corp758$75.7K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC742$74.1K<0.01%-18013F-HRTimeline
Arax Advisory Partners703$70.2K<0.01%-26713F-HRTimeline
First Command Advisory Services, Inc.700$69.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC675$67.4K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC662$66.1K0.05%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC623$62.2K<0.01%+1613F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC600$59.9K0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/530$52.9K<0.01%-5013F-HRTimelineGroup
Tidemark, LLC432$43.1K0.02%-25813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC428$42.7K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC407$40.7K0.01%013F-HRTimeline
Sandy Spring Bank376$37.6K<0.01%-75013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…375$37.5K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.415$35.7K<0.01%-16313F-HRTimelineGroup
Pinnacle Bancorp, Inc.311$31K0.01%-17513F-HRTimeline
Larson Financial Group LLC280$28K<0.01%+27813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…263$26.3K<0.01%-13013F-HRTimeline
GAMMA Investing LLC237$23.7K<0.01%-413F-HR/ATimeline
Kozak & Associates, Inc.226$21K0.01%+113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC200$20K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC180$18K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.165$16.5K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.135$13.5K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …134$13.4K<0.01%13F-HRTimelineGroup
Park Place Capital Corp109$10.9K<0.01%-17613F-HRTimeline
Richard W. Paul & Associates, LLC103$10.3K<0.01%-3813F-HRTimeline
Davis Capital Management103$10.3K0.01%+113F-HRTimeline
BLAIR WILLIAM & CO/IL102$10.2K<0.01%-10113F-HRTimeline
Midwest Capital Advisors, LLC100$9.99K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC100$9.99K<0.01%-13613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC99$9.89K<0.01%-13113F-HRTimeline
MTM Investment Management, LLC95$9.53K<0.01%+2513F-HRTimeline
Iron Horse Wealth Management, LLC80$7.99K<0.01%new13F-HRTimeline
Copia Wealth Management79$7.89K0.01%013F-HRTimeline
TD Capital Management LLC78$7.75K<0.01%+113F-HRTimeline
Founders Financial Alliance, LLC57$5.69K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.38$3.8K<0.01%013F-HRTimeline
Richardson Capital Management LLC34$3.4K<0.01%-2213F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.25$2.5K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.17$1.7K<0.01%-10,54913F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.16$1.6K<0.01%013F-HRTimeline
Evolution Advisers, Inc.18$1K<0.01%013F-HRTimeline
Operose Advisors LLC9$924<0.01%013F-HRTimeline
GeoWealth Management, LLC2$200<0.01%-1,16713F-HRTimeline
MCF Advisors LLC1$90<0.01%013F-HRTimeline
REAP Financial Group, LLC0$32<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
SIMPLEX TRADING, LLC8$00%new13F-HRTimelineValue filed as zero, left out of ratios.
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-55713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.