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SPDR MSCI World StrategicFactors ETF (QWLD) Institutional Ownership

$130.57 -0.50 (-0.38%)
As of 12:49 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR MSCI World StrategicFactors ETF (NYSEARCA:QWLD)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$38.06M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$9.99M
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QWLD Institutional Buying and Selling by Quarter

SPDR MSCI World StrategicFactors ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.10,286$1.31M0.0%-3.9%0.836%
5/19/2025 Jane Street Group LLC17,575$2.24M0.0%+656.2%1.429%
5/13/2025 Raymond James Financial Inc.103,823$13.26M0.0%+59.2%8.441%
5/13/2025 HighTower Advisors LLC3,265$417K0.0%+10.3%0.265%
5/9/2025 Thoroughbred Financial Services LLC3,936$502K0.0%+11.0%0.320%
5/7/2025 LPL Financial LLC276,573$35.32M0.0%-2.8%22.486%
5/7/2025 First Heartland Consultants Inc.3,747$478K0.0%-5.9%0.305%
5/6/2025 Assetmark Inc.38,181$4.88M0.0%+1.1%3.104%
5/6/2025 Cetera Investment Advisers7,889$1.01M0.0%+26.5%0.641%
5/6/2025 AE Wealth Management LLC355$45K0.0%N/A0.029%
5/6/2025 Ignite Planners LLC25,183$3.22M0.6%+12.7%2.047%
5/5/2025 ARQ Wealth Advisors LLC13,150$1.68M0.6%+3.5%1.069%
5/5/2025 Willner & Heller LLC3,050$389K0.4%N/A0.248%
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%
2/19/2025 ARQ Wealth Advisors LLC12,710$1.57M0.6%+39.9%1.271%
2/18/2025 First Heartland Consultants Inc.3,984$493K0.0%+2.4%0.398%
2/17/2025 Cetera Investment Advisers6,236$772K0.0%+25.1%0.624%
2/14/2025 Jane Street Group LLC2,324$288K0.0%-71.2%0.232%
2/14/2025 Capital Analysts LLC3,718$460K0.0%-3.6%0.372%
2/13/2025 Mariner LLC16,742$2.07M0.0%+36.2%1.674%
2/13/2025 Raymond 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%
2/12/2025 Thoroughbred Financial Services LLC3,546$439K0.0%+4.1%0.355%
2/11/2025 LPL Financial LLC284,664$35.26M0.0%+1.1%28.466%
2/10/2025 Thrivent Financial for Lutherans16,179$2.00M0.0%+16.7%1.618%
2/7/2025 Independent Advisor Alliance12,242$1.52M0.0%N/A1.224%
2/6/2025 Raymond James Financial Inc.65,213$8.08M0.0%N/A6.521%
2/6/2025 Assetmark 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%
1/31/2025 Mcdonald Partners LLC6,375$790K0.2%N/A0.638%
1/30/2025 Principal Securities Inc.7,430$920K0.0%-1.9%0.743%
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1/27/2025 Stratos Wealth Partners LTD.11,257$1.39M0.0%+2.2%1.126%
1/24/2025 SYM FINANCIAL Corp23,890$2.96M0.4%+0.7%2.389%
1/21/2025 Geneos 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%
1/15/2025 Empirical Asset Management LLC8,789$1.09M0.0%-3.9%0.879%
1/14/2025 Ignite 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%
11/15/2024 Jane Street Group LLC8,069$1.04M0.0%-83.7%0.807%
11/15/2024 SYM FINANCIAL Corp23,721$3.06M0.4%+5.3%2.372%
11/7/2024 Thrivent Financial for Lutherans13,865$1.79M0.0%+3.7%1.387%
11/5/2024 First Heartland Consultants Inc.3,889$501K0.1%+33.0%0.389%
11/1/2024 Assetmark Inc.38,272$4.93M0.0%+0.3%3.827%
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%
10/11/2024 Empirical 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%
10/8/2024 Ignite Planners LLC21,323$2.75M0.6%+11.6%2.132%
8/14/2024 Bank of Montreal Can6,424$776K0.0%+1,762.0%0.642%
8/13/2024 Thrivent 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%
8/8/2024 SYM 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%
8/8/2024 New 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%
7/25/2024 First 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%
7/12/2024 Ignite Planners LLC19,103$2.33M0.6%+13.2%1.910%
7/12/2024 Atlas Private Wealth Advisors7,674$923K0.2%+107.3%0.767%
5/8/2024 Thoroughbred Financial Services LLC3,405$408K0.0%+15.2%0.341%
5/6/2024 SYM FINANCIAL Corp22,825$2.74M0.5%+0.8%2.283%
5/4/2024 Geneos 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%
4/12/2024 Ignite Planners LLC16,881$2.02M0.6%+37.3%1.777%
2/8/2024 First 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%
2/6/2024 SYM 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%
1/26/2024 Geneos 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%
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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%
1/9/2024 Ignite Planners LLC12,297$1.35M0.4%+55.2%1.500%
11/13/2023 LPL 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%
10/27/2023 SYM 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%
(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, 39 institutional investors and hedge funds held shares of SPDR MSCI World StrategicFactors ETF. The most heavily invested institutionals were LPL Financial LLC ($35.32M), Raymond James Financial Inc. ($13.26M), Raymond James Financial Services Advisors Inc. ($6.34M), Assetmark Inc. ($4.88M), Ignite Planners LLC ($3.22M), Fingerlakes Wealth Management Inc. ($3.01M), and Raymond James & Associates ($2.98M).Learn more on QWLD's institutional investors.

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

Of the 36 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. ($169.04K), LPL Financial LLC ($74.43K), Raymond James Financial Services Advisors Inc. ($39.24K), Ignite Planners LLC ($25.18K), Raymond James & Associates ($22.71K), 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 655,700 shares in the last 24 months. This purchase volume represents approximately $76.31M in transactions.

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

Of the 16 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), LPL Financial LLC ($8.09K), Envestnet Asset Management Inc. ($7.12K), Financial Enhancement Group LLC ($2.70K), and Raymond James Financial Services Advisors Inc. ($2.45K).

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

Institutional investors have sold a total of 110,410 shares in the last 24 months. This volume of shares sold represents approximately $13.69M in transactions.



This page (NYSEARCA:QWLD) was last updated on 5/23/2025 by MarketBeat.com Staff
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