Free Trial
→ Here’s How to Claim Your Stake in Elon’s Private Company, xAI (From Brownstone Research) (Ad) Buy QWLD Stock  Free QWLD Stock Alerts

SPDR MSCI World StrategicFactors ETF (QWLD) Institutional Ownership

$129.73 +1.73 (+1.35%)
As of 05/2/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SPDR MSCI World StrategicFactors ETF (NYSEARCA:QWLD)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$30.10M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.87M
Get QWLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR MSCI World StrategicFactors ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

QWLD Institutional Buying and Selling by Quarter

SPDR MSCI World StrategicFactors ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025 Fingerlakes Wealth Management Inc.23,540$3.01M2.6%+4.3%1.914%
4/30/2025 Stratos Wealth Partners LTD.12,238$1.56M0.0%+8.7%0.995%
4/29/2025 Envestnet Asset Management Inc.10,128$1.29M0.0%-41.3%0.823%
4/23/2025 Perigon Wealth Management LLC4,028$514K0.0%-3.1%0.327%
4/22/2025 Flagship Harbor Advisors LLC1,602$205K0.0%N/A0.130%
4/17/2025 Atlas Private Wealth Advisors8,554$1.09M0.2%+3.9%0.695%
4/16/2025 Wealth Enhancement Advisory Services LLC21,698$2.77M0.0%-8.7%1.764%
4/15/2025 Wealthcare Advisory Partners LLC12,616$1.61M0.0%-17.5%1.026%
4/9/2025 Merit Financial Group LLC13,166$1.68M0.0%+28.3%1.070%
3/17/2025 Wealth Enhancement Advisory Services LLC23,772$2.94M0.0%-0.5%1.981%
2/19/2025ARQ Wealth Advisors LLC12,710$1.57M0.6%+39.9%1.271%
2/18/2025First Heartland Consultants Inc.3,984$493K0.0%+2.4%0.398%
2/17/2025Cetera Investment Advisers6,236$772K0.0%+25.1%0.624%
2/14/2025Jane Street Group LLC2,324$288K0.0%-71.2%0.232%
2/14/2025Capital Analysts LLC3,718$460K0.0%-3.6%0.372%
2/13/2025Mariner LLC16,742$2.07M0.0%+36.2%1.674%
2/13/2025Raymond James Financial Inc.65,213$8.08M0.0%N/A6.521%
2/13/2025 Envestnet Asset Management Inc.17,246$2.14M0.0%+9.7%1.725%
2/12/2025Thoroughbred Financial Services LLC3,546$439K0.0%+4.1%0.355%
2/11/2025LPL Financial LLC284,664$35.26M0.0%+1.1%28.466%
2/10/2025Thrivent Financial for Lutherans16,179$2.00M0.0%+16.7%1.618%
2/7/2025Independent Advisor Alliance12,242$1.52M0.0%N/A1.224%
2/6/2025Raymond James Financial Inc.65,213$8.08M0.0%N/A6.521%
2/6/2025Assetmark Inc.37,774$4.68M0.0%-1.3%3.777%
2/3/2025 Fingerlakes Wealth Management Inc.22,561$2.79M2.3%+4.5%2.256%
1/31/2025Mcdonald Partners LLC6,375$790K0.2%N/A0.638%
1/30/2025 Principal Securities Inc.7,430$920K0.0%-1.9%0.743%
1/27/2025 Stratos Wealth Partners LTD.11,257$1.39M0.0%+2.2%1.126%
1/24/2025SYM FINANCIAL Corp23,890$2.96M0.4%+0.7%2.389%
1/21/2025Geneos Wealth Management Inc.10,700$1.33M0.0%-5.1%1.070%
1/21/2025 Atlas Private Wealth Advisors8,234$1.02M0.1%+3.8%0.823%
1/15/2025 Merit Financial Group LLC10,259$1.27M0.0%N/A1.026%
1/15/2025Empirical Asset Management LLC8,789$1.09M0.0%-3.9%0.879%
1/14/2025Ignite Planners LLC22,344$2.78M0.6%+4.8%2.234%
1/10/2025 Wealth Enhancement Advisory Services LLC24,261$3.13M0.0%+1.5%2.426%
11/15/2024Jane Street Group LLC8,069$1.04M0.0%-83.7%0.807%
11/15/2024SYM FINANCIAL Corp23,721$3.06M0.4%+5.3%2.372%
11/7/2024Thrivent Financial for Lutherans13,865$1.79M0.0%+3.7%1.387%
11/5/2024First Heartland Consultants Inc.3,889$501K0.1%+33.0%0.389%
11/1/2024Assetmark Inc.38,272$4.93M0.0%+0.3%3.827%
Musk's warning signal: Prepare before the cascade begins (Ad)

When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t. With 40+ years of market modeling, he says Musk’s move wasn’t about efficiency — it was a signal. And what’s coming next could divide the market into winners and losers faster than anyone expects. Watch this urgent video briefing now.

Watch the Musk market warning before the dominoes fall
10/31/2024 Financial Enhancement Group LLC6,909$890K0.2%+41.3%0.691%
10/24/2024 Wealth Enhancement Advisory Services LLC23,893$3.08M0.0%-19.8%2.389%
10/18/2024Raymond James & Associates23,130$2.98M0.0%+72.7%2.313%
10/11/2024Empirical Asset Management LLC9,148$1.18M0.1%+182.0%0.915%
10/9/2024 Atlas Private Wealth Advisors7,934$1.02M0.1%+3.4%0.793%
10/8/2024Ignite Planners LLC21,323$2.75M0.6%+11.6%2.132%
8/14/2024Bank of Montreal Can6,424$776K0.0%+1,762.0%0.642%
8/13/2024Thrivent Financial for Lutherans13,365$1.61M0.0%+21.6%1.337%
8/8/2024 Envestnet Asset Management Inc.14,255$1.72M0.0%+56.8%1.426%
8/8/2024SYM FINANCIAL Corp22,537$2.71M0.4%-1.3%2.254%
8/8/2024 Fingerlakes Wealth Management Inc.22,187$2.67M2.4%+13.2%2.219%
8/8/2024New England Private Wealth Advisors LLC4,928$593K0.1%+21.3%0.493%
8/2/2024 Financial Enhancement Group LLC4,889$597K0.1%+14.2%0.489%
7/30/2024 International Assets Investment Management LLC802$96K0.0%N/A0.080%
7/27/2024Zimmermann Investment Management & Planning LLC24,618$2.96M1.0%+48.1%2.462%
7/25/2024First Heartland Consultants Inc.2,923$352K0.0%+3.3%0.292%
7/19/2024Raymond James & Associates13,391$1.61M0.0%+4.8%1.339%
7/16/2024 Wealth Enhancement Advisory Services LLC29,800$3.59M0.0%-6.9%2.980%
7/12/2024Ignite Planners LLC19,103$2.33M0.6%+13.2%1.910%
7/12/2024 Atlas Private Wealth Advisors7,674$923K0.2%+107.3%0.767%
5/8/2024Thoroughbred Financial Services LLC3,405$408K0.0%+15.2%0.341%
5/6/2024SYM FINANCIAL Corp22,825$2.74M0.5%+0.8%2.283%
5/4/2024Geneos Wealth Management Inc.11,909$1.43M0.1%+3.1%1.191%
4/23/2024Raymond James Financial Services Advisors Inc.52,879$6.34M0.0%+255.7%5.566%
4/16/2024 Wealth Enhancement Advisory Services LLC31,996$3.84M0.0%-6.4%3.368%
4/15/2024 Wealthcare Advisory Partners LLC16,976$2.04M0.1%-47.9%1.787%
4/15/2024 Financial Enhancement Group LLC4,280$497K0.1%-38.7%0.451%
4/12/2024Ignite Planners LLC16,881$2.02M0.6%+37.3%1.777%
2/8/2024First Heartland Consultants Inc.2,234$246K0.0%+4.7%0.272%
2/7/2024 Principal Securities Inc.1,914$211K0.0%N/A0.233%
2/6/2024 Wealthcare Advisory Partners LLC32,571$3.59M0.1%-7.9%3.972%
2/6/2024SYM FINANCIAL Corp22,643$2.49M0.4%-1.8%2.761%
1/26/2024 Fingerlakes Wealth Management Inc.19,143$2.11M2.3%+5.0%2.335%
1/26/2024Geneos Wealth Management Inc.11,549$1.27M0.1%-2.8%1.408%
1/25/2024 International Assets Investment Management LLC88,324$9.73M0.0%N/A10.771%
1/24/2024 Stratos Wealth Partners LTD.16,732$1.84M0.0%-4.0%2.040%
1/24/2024 International Assets Investment Management LLC88,324$9.73M0.0%N/A10.771%
1/18/2024 Financial Enhancement Group LLC6,979$765K0.1%+10.8%0.851%
1/16/2024Raymond James Financial Services Advisors Inc.14,866$1.64M0.0%+1.0%1.813%
1/16/2024Raymond James & Associates12,356$1.36M0.0%+4.1%1.507%
1/11/2024 Atlas Private Wealth Advisors6,046$666K0.1%+13.1%0.737%
1/9/2024Ignite Planners LLC12,297$1.35M0.4%+55.2%1.500%
11/13/2023LPL Financial LLC155,172$15.72M0.0%+4.0%18.923%
11/8/2023 Fingerlakes Wealth Management Inc.18,223$1.85M2.3%+4.8%2.222%
10/27/2023SYM FINANCIAL Corp23,069$2.34M0.4%+2.9%2.813%
10/24/2023 Stratos Wealth Partners LTD.17,438$1.77M0.0%+4.4%2.127%
10/24/2023Raymond James Financial Services Advisors Inc.14,718$1.49M0.0%+7.9%1.795%
10/24/2023Raymond James & Associates11,875$1.20M0.0%+1.0%1.448%
10/17/2023 Flagship Harbor Advisors LLC2,898$294K0.0%+5.6%0.353%
10/12/2023IFP Advisors Inc1,997$202K0.0%N/A0.244%
Musk's warning signal: Prepare before the cascade begins (Ad)

When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t. With 40+ years of market modeling, he says Musk’s move wasn’t about efficiency — it was a signal. And what’s coming next could divide the market into winners and losers faster than anyone expects. Watch this urgent video briefing now.

Watch the Musk market warning before the dominoes fall
10/12/2023 Wealthcare Advisory Partners LLC35,358$3.58M0.2%-4.6%4.312%
10/11/2023Geneos Wealth Management Inc.11,879$1.20M0.1%+4.1%1.449%
10/11/2023Ignite Planners LLC7,925$796K0.2%N/A0.966%
10/11/2023 Atlas Private Wealth Advisors5,348$542K0.1%+15.7%0.652%
8/8/2023Geneos Wealth Management Inc.11,407$1.19M0.1%-4.7%1.391%
8/4/2023 Atlas Private Wealth Advisors4,624$482K0.1%+120.4%0.564%
8/3/2023Atria Wealth Solutions Inc.6,218$648K0.0%N/A0.758%
8/3/2023Thoroughbred Financial Services LLC2,570$267K0.0%+9.8%0.313%
8/2/2023Bank of Montreal Can345$36K0.0%N/A0.042%
7/31/2023LPL Financial LLC149,183$15.55M0.0%+78.1%18.193%
(Data available from 1/1/2016 forward)

QWLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QWLD shares?

During the previous two years, 36 institutional investors and hedge funds held shares of SPDR MSCI World StrategicFactors ETF. The most heavily invested institutionals were LPL Financial LLC ($35.26M), Raymond James Financial Inc. ($8.08M), Raymond James Financial Services Advisors Inc. ($6.34M), Assetmark Inc. ($4.68M), Fingerlakes Wealth Management Inc. ($3.01M), Raymond James & Associates ($2.98M), and Zimmermann Investment Management & Planning LLC ($2.96M).Learn more on QWLD's institutional investors.

Which institutional investors have been buying SPDR MSCI World StrategicFactors ETF stock?

Of the 33 institutional investors that purchased SPDR MSCI World StrategicFactors ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($177.45K), Raymond James Financial Inc. ($130.43K), LPL Financial LLC ($74.43K), Raymond James Financial Services Advisors Inc. ($39.24K), Raymond James & Associates ($22.71K), Ignite Planners LLC ($22.34K), and Stratos Wealth Partners LTD. ($15.78K).

How much institutional buying is happening at SPDR MSCI World StrategicFactors ETF?

Institutional investors have bought a total of 608,001 shares in the last 24 months. This purchase volume represents approximately $69.78M in transactions.

Which SPDR MSCI World StrategicFactors ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold SPDR MSCI World StrategicFactors ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($47.25K), Wealthcare Advisory Partners LLC ($25.51K), Wealth Enhancement Advisory Services LLC ($12.49K), Envestnet Asset Management Inc. ($7.12K), Financial Enhancement Group LLC ($2.70K), Raymond James Financial Services Advisors Inc. ($2.45K), and LPL Financial LLC ($2.28K).

How much institutional selling is happening at SPDR MSCI World StrategicFactors ETF?

Institutional investors have sold a total of 103,948 shares in the last 24 months. This volume of shares sold represents approximately $12.80M in transactions.


Related Companies

This page (NYSEARCA:QWLD) was last updated on 5/3/2025 by MarketBeat.com Staff
From Our Partners
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Trump to solve American wealth loss?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored
The collapse has already started
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Trump announcement boosts “next Bitcoin”
President Trump just made his first big crypto move ... Announcing the creation of a national strategic re...
Weiss Ratings | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Massive red flag about American consumer
Why is the U.S. Dollar suddenly crashing? Pundits on either side of the aisle have been warning that the U....
Stansberry Research | Sponsored