SPHD — PowerShares S&P 500 High Dividend Low VolatilityPortfolio
As of Q2 2026, 16 SEC-registered investment managers reported holding SPHD (PowerShares S&P 500 High Dividend Low VolatilityPortfolio) in their latest 13F filings, with a combined reported value of $277.65M across 5.46M shares. That is -1.9% by share count (-108.10K shares) versus the previous quarter, while reported value moved +0.6%. Ownership is concentrated: the five largest holders account for 84.1% of reported value and the top ten for 98.2%.
Compared with the prior quarter, 3 opened new positions, 6 added to existing stakes, 6 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 1.62M | $82.51M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.33M | $67.53M | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 584.54K | $29.72M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 573.37K | $29.15M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 482.89K | $24.55M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 261.58K | $13.30M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 212.08K | $10.95M | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 146.22K | $7.43M | 0.00% | Add |
| Two Sigma Investments history | Q1 2026 | 130.50K | $6.47M | 0.01% | Add |
| D. E. Shaw & Co history | Q2 2026 | 95.12K | $4.84M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 54.59K | $2.78M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 38.96K | $1.98M | 0.00% | Hold |
| Invesco Ltd history | Q2 2026 | 26.22K | $1.33M | 0.00% | Reduce |
| Citigroup Inc history | Q2 2026 | 21.07K | $1.07M | 0.00% | Add |
| Prudential Financial history | Q3 2024 | 18.21K | $921.15K | 0.00% | Add |
| Renaissance Technologies history | Q1 2026 | 16.00K | $793.76K | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 4.66K | $236.66K | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 4.01K | $204.12K | 0.00% | New |
| Deutsche Bank AG history | Q3 2025 | 3.21K | $158.54K | 0.00% | Hold |
| PNC Financial Services history | Q2 2026 | 1.44K | $73.01K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 212.08K sh · $10.95M
- D. E. Shaw & Co 95.12K sh · $4.84M
- Northern Trust Corp 4.01K sh · $204.12K
Fully Exited (vs previous quarter)
- Two Sigma Investments sold 130.50K sh · $6.47M
- Renaissance Technologies sold 16.00K sh · $793.76K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 1.72M | 1.70M | 2.00M | 4.03M | 4.18M | 4.45M | 4.37M | 3.72M | 3.42M | 3.09M | 2.70M | 2.40M | 2.92M | 2.96M | 2.93M | 2.93M | 2.61M | 2.19M | 2.05M | 1.62M |
| Bank of America Corp | 1.03M | 1.11M | 1.51M | 2.34M | 2.04M | 2.33M | 1.94M | 1.60M | 1.82M | 1.40M | 1.26M | 1.17M | 1.12M | 1.14M | 1.11M | 1.11M | 1.18M | 1.29M | 1.32M | 1.33M |
| Franklin Resources | 326.59K | 92.56K | 390.15K | 369.55K | 376.21K | 460.41K | 678.31K | 688.74K | 586.10K | 633.87K | 582.95K | 671.38K | 674.69K | 659.61K | 667.32K | 703.66K | 716.02K | 658.91K | 558.63K | 584.54K |
| UBS Group AG | 629.07K | 593.91K | 693.31K | 1.39M | 1.02M | 931.62K | 794.67K | 613.35K | 542.70K | 660.84K | 534.29K | 535.43K | 581.19K | 536.85K | 616.16K | 499.94K | 515.09K | 514.20K | 557.55K | 573.37K |
| Wells Fargo & Co | 845.24K | 930.74K | 1.15M | 1.32M | 1.46M | 1.64M | 1.49M | 1.09M | 752.26K | 681.05K | 525.67K | 477.00K | 526.77K | 542.51K | 615.15K | 538.63K | 630.63K | 643.26K | 519.03K | 482.89K |
| Fidelity Management & Research (FMR) | 291.50K | 315.36K | 309.37K | 323.60K | 257.29K | 290.81K | 373.19K | 330.99K | 384.19K | 454.99K | 721.86K | 775.16K | 747.06K | 671.03K | 544.61K | 348.47K | 301.33K | 277.98K | 271.53K | 261.58K |
| JPMorgan Chase & Co | 61.95K | 90.38K | 5.00K | 165.69K | 271.59K | 258.16K | 404.02K | 410.22K | 404.65K | 550.55K | 558.70K | 282.93K | 287.41K | 298.02K | 294.31K | 207.93K | 203.04K | 199.49K | — | 212.08K |
| Goldman Sachs Group | 57.05K | 20.54K | — | 30.44K | 67.07K | 40.62K | 59.44K | 65.52K | 34.83K | — | 8.24K | 16.70K | 638.34K | 406.83K | 400.46K | 99.28K | 13.12K | — | 33.19K | 146.22K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | 20.94K | 6.88K | — | 11.63K | — | — | 5.50K | 45.23K | — | 95.12K |
| Citadel Advisors | 103.38K | 54.20K | 103.36K | 135.10K | 106.19K | 82.33K | 118.94K | 161.69K | 129.22K | 123.88K | 225.73K | 132.93K | 142.02K | 152.73K | 25.10K | 31.18K | 26.18K | 62.36K | 30.88K | 54.59K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.29K | — | 38.96K | 38.96K | 38.96K | 38.96K |
| Invesco Ltd | 868.17K | 858.63K | 796.16K | 800.20K | 798.62K | 715.40K | 501.28K | 499.91K | 470.60K | 462.90K | 423.96K | 63.33K | 55.50K | 31.53K | 30.29K | 27.73K | 26.76K | 25.83K | 26.40K | 26.22K |
| Citigroup Inc | 1.57K | 1.27K | 1.42K | 1.61K | 7.18K | 18.85K | 21.82K | 25.07K | 24.55K | 4.72K | 76.13K | 7.06K | 31.71K | 15.75K | 4.94K | 18.60K | 8.74K | 8.37K | 12.65K | 21.07K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 1.20K | 1.40K | — | — | — | — | 5.54K | 4.66K |
| Northern Trust Corp | — | 4.44K | — | — | — | — | — | — | — | 5.30K | — | — | 4.50K | 4.50K | 4.01K | — | — | 4.67K | — | 4.01K |
| PNC Financial Services | 4.62K | 3.97K | 3.97K | 4.54K | 4.33K | 4.42K | 4.80K | 5.12K | 4.68K | 4.42K | 3.50K | 19.19K | 18.81K | 18.61K | 18.81K | 2.39K | 1.62K | 1.62K | 1.62K | 1.44K |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | 3.70K | 3.70K | 3.70K | 3.31K | 3.31K | 3.21K | 3.21K | — | — | — |
| Renaissance Technologies | — | 22.90K | 46.90K | 43.80K | 67.90K | — | — | — | — | 14.70K | 22.50K | 22.60K | — | 64.30K | 43.00K | 7.70K | — | — | 16.00K | — |
| Two Sigma Investments | — | — | — | 24.70K | — | 8.60K | — | — | — | — | — | — | 17.30K | — | 31.90K | — | 694.60K | 19.90K | 130.50K | — |
| Lazard Asset Management | 11.87K | 11.87K | 11.87K | 11.87K | 11.87K | 11.87K | 11.87K | 11.87K | 11.87K | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details