SPHQ · Insider trading · 13F holders · Congress trades
PowerShares S&P 500 High Qual ityPortfolio (SPHQ)
Who is buying and selling SPHQ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 220
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 2
SPHQ at a glance
- No open-market insider purchases or sales of SPHQ were filed in the last 90 days.
- 220 13F filers hold SPHQ among their 50 largest positions, worth $4.8B combined. The biggest bets by portfolio weight are Independence Asset Advisors, LLC (19.5%), Clearview Wealth Management LLC (19.1%) and Demars Financial Group, LLC (17.1%). In their latest 13Fs, 1 manager opened a new position and 42 added to one.
- Members of Congress have disclosed 3 SPHQ trades since 2014, 0 purchases and 2 sales in the past year; the latest was Rubén Hinojosa (D-TX), selling $1K–15K on Aug 21, 2015.
- SPHQ last closed at $83.52 on Oct 30, 2026.
SPHQ insider trading
No open-market insider purchases or sales of SPHQ were filed in the last 90 days.
Who owns SPHQ? Hedge funds and superinvestors
220 13F filers hold SPHQ among their 50 largest positions, worth $4.8B combined. The biggest bets by portfolio weight are Independence Asset Advisors, LLC (19.5%), Clearview Wealth Management LLC (19.1%) and Demars Financial Group, LLC (17.1%). In their latest 13Fs, 1 manager opened a new position and 42 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, LLCWealth manager | 8.5% | $649.5M | 7,724,643 | +4.9% shares | Q3 2026 |
| Wealth Enhancement Advisory Services, LLCWealth manager | 0.8% | $534.8M | 6,273,230 | +5.5% shares | Q3 2026 |
| Heritage Wealth AdvisorsWealth manager | 15.4% | $448.6M | 4,978,794 | +6.2% shares | Q2 2026 |
| Vantagepoint Investment Advisers LLCHedge fund | 2.0% | $269.3M | 3,203,395 | -6.8% shares | Q3 2026 |
| Sfmg, LLCWealth manager | 9.4% | $154.1M | 1,710,162 | +1.4% shares | Q2 2026 |
| Equitable Holdings, Inc.Insurance company | 0.8% | $129.5M | 1,436,900 | +0.4% shares | Q2 2026 |
| NorthCoast Asset Management LLCWealth manager | 2.5% | $113.5M | 1,260,240 | -6.7% shares | Q2 2026 |
| First Command Advisory Services, Inc.Wealth manager | 0.6% | $103.3M | 1,146,360 | -20.0% shares | Q2 2026 |
| Alvarez & Marsal Private Wealth Partners, LLCWealth manager | 11.3% | $85.4M | 948,378 | -0.9% shares | Q2 2026 |
| Madison Asset Management, LLCMutual fund manager | 1.0% | $84.4M | 936,702 | -27.0% shares | Q2 2026 |
| Independence Asset Advisors, LLCInstitutional asset manager | 19.5% | $83.0M | 986,930 | +0.4% shares | Q3 2026 |
| Demars Financial Group, LLCWealth manager | 17.1% | $65.3M | 776,231 | +5.8% shares | Q3 2026 |
| Compass Ion Advisors, LLCWealth manager | 5.5% | $65.1M | 774,286 | +1.6% shares | Q3 2026 |
| Evensky & Katz LLCWealth manager | 3.4% | $64.3M | 764,289 | -0.1% shares | Q3 2026 |
| Paragon Capital Management LtdWealth manager | 10.7% | $58.3M | 693,911 | -0.7% shares | Q3 2026 |
| Sax Wealth Advisors, LLCWealth manager | 1.6% | $55.8M | 663,646 | +22.4% shares | Q3 2026 |
| Perennial Investment Advisors, LLCWealth manager | 3.6% | $53.3M | 591,843 | -14.9% shares | Q2 2026 |
| Tulsa Wealth Advisors, INCWealth manager | 7.4% | $52.9M | 587,150 | -22.0% shares | Q2 2026 |
| Milestone Investment Advisors LLCWealth manager | 10.4% | $48.1M | 533,994 | +1.1% shares | Q2 2026 |
| Baltimore-Washington Financial Advisors, Inc.Wealth manager | 1.6% | $42.8M | 475,171 | — | Q2 2026 |
| Stratos Wealth Partners, LTD.Wealth manager | 0.4% | $42.1M | 467,766 | +2.9% shares | Q2 2026 |
| Union Savings BankBank & trust | 16.6% | $41.5M | 494,027 | +0.5% shares | Q3 2026 |
| Wealth Management Resources, Inc.Wealth manager | 12.7% | $41.3M | 490,734 | +2.5% shares | Q3 2026 |
| Alpine Bank Wealth ManagementBank & trust | 5.2% | $40.2M | 478,017 | +2.5% shares | Q3 2026 |
| Wealth Enhancement Trust Services, Inc.Wealth manager | 3.6% | $34.0M | 404,480 | -4.3% shares | Q3 2026 |
| Bluespring Wealth Management, LLCWealth manager | 0.6% | $33.1M | 367,053 | — | Q2 2026 |
| Ballast, Inc.Wealth manager | 6.1% | $32.6M | 388,010 | +5.2% shares | Q3 2026 |
| Capital Planning Advisors, LLCWealth manager | 4.5% | $31.1M | 413,627 | -8.7% shares | Q1 2026 |
| Evergreen Capital Management LLCWealth manager | 0.5% | $30.1M | 358,209 | +1.4% shares | Q3 2026 |
| Orgel Wealth Management, LLCWealth manager | 0.5% | $29.0M | 345,076 | -12.8% shares | Q3 2026 |
The 30 largest of 220 positions, by value. Each manager counts with its latest 13F (Q3 2026: 108, Q2 2026: 108, Q1 2026: 4). Screen SPHQ in the grand portfolio →
SPHQ stock trades by members of Congress
Members of Congress have disclosed 3 SPHQ trades since 2014, 0 purchases and 2 sales in the past year; the latest was Rubén Hinojosa (D-TX), selling $1K–15K on Aug 21, 2015.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Aug 31, 2015 | Rubén HinojosaD-TX · House | Sale | $1K–15K | Aug 21, 2015 | +269.4% |
| Aug 31, 2015 | Rubén HinojosaD-TX · House | Sale | $1K–15K | Aug 21, 2015 | +269.4% |
| Feb 4, 2014 | Rubén HinojosaD-TX · House | Buy | $1K–15K | Jan 24, 2014 | +325.9% |
SPHQ questions and answers
Are insiders buying SPHQ stock?
No open-market insider purchases or sales of SPHQ were filed in the last 90 days.
Which hedge funds own SPHQ?
220 13F filers hold SPHQ among their 50 largest positions, worth $4.8B combined. The biggest bets by portfolio weight are Independence Asset Advisors, LLC (19.5%), Clearview Wealth Management LLC (19.1%) and Demars Financial Group, LLC (17.1%). In their latest 13Fs, 1 manager opened a new position and 42 added to one.
Has Congress traded SPHQ?
Members of Congress have disclosed 3 SPHQ trades since 2014, 0 purchases and 2 sales in the past year; the latest was Rubén Hinojosa (D-TX), selling $1K–15K on Aug 21, 2015.
Who is the largest holder of SPHQ?
Among 13F filers, Cliftonlarsonallen Wealth Advisors, LLC reports the largest SPHQ position, $649.5M (7,724,643 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Independence Asset Advisors, LLC's: 19.5% of its portfolio.
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