Free Trial
→ $30 stock to buy before Starlink goes public (WATCH NOW!) (From Paradigm Press) (Ad)tc pixel Free QWLD Stock Alerts

SPDR MSCI World StrategicFactors ETF (QWLD) Institutional Ownership

$149.87 +1.03 (+0.69%)
As of 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)
36
Total
Institutional Inflows
(last 12 months)
$32.21M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$19.27M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Geneos Wealth Management Inc.10,749$1.54M0.0%-6.9%0.860%
2/19/2026Birchwood Financial Partners Inc.2,773$397K0.4%N/A0.225%
2/17/2026Cetera Investment Advisers10,221$1.46M0.0%-8.5%0.831%
2/17/2026Osaic Holdings Inc.40,987$5.87M0.0%+61.1%3.332%
2/13/2026 Kestra Advisory Services LLC214$31K0.0%N/A0.017%
2/12/2026Jane Street Group LLC6,976$999K0.0%-61.3%0.567%
2/12/2026Steward Partners Investment Advisory LLC49,582$7.10M0.0%N/A4.031%
2/11/2026LPL Financial LLC330,750$47.38M0.0%+4.5%26.890%
2/10/2026Palatine Hill Wealth Management LLC6,705$960K0.8%N/A0.545%
2/10/2026Thoroughbred Financial Services LLC7,903$1.13M0.1%+4.6%0.643%
2/6/2026Empirical Asset Management LLC1,647$236K0.0%-61.9%0.134%
2/5/2026 Fingerlakes Wealth Management Inc.30,265$4.34M2.8%+6.1%2.461%
2/3/2026 International Assets Investment Management LLC839$120K0.0%N/A0.068%
2/2/2026Mcdonald Partners LLC6,550$938K0.3%+2.7%0.533%
1/28/2026Geneos Wealth Management Inc.11,540$1.65M0.0%+6.0%0.938%
1/26/2026 Merit Financial Group LLC1,894$271K0.0%-61.6%0.154%
1/23/2026Assetmark Inc.35,290$5.06M0.0%-1.0%2.869%
1/20/2026 Stratos Wealth Partners LTD.17,986$2.58M0.0%+6.0%1.462%
1/16/2026 Aspire Capital Advisors LLC2,466$353K0.1%-43.1%0.200%
1/16/2026 Perigon Wealth Management LLC3,896$558K0.0%-3.2%0.317%
1/14/2026 Wealthcare Advisory Partners LLC15,409$2.21M0.0%+21.5%1.253%
1/9/2026 First Heartland Consultants Inc.3,937$564K0.0%+7.0%0.320%
1/8/2026 Wealth Enhancement Advisory Services LLC22,763$3.31M0.0%+1.8%1.851%
12/23/2025Triumph Capital Management224$31K0.0%N/A0.018%
11/17/2025Triumph Capital Management224$31K0.0%N/A0.018%
11/17/2025Susquehanna International Group LLP2,053$288K0.0%N/A0.167%
11/17/2025Citadel Advisors LLC39,719$5.58M0.0%+303.8%3.229%
11/14/2025Raymond James Financial Inc.86,786$12.19M0.0%+6.0%7.056%
11/12/2025Empirical Asset Management LLC4,324$607K0.1%-52.6%0.352%
11/10/2025Thoroughbred Financial Services LLC7,558$1.06M0.1%-5.3%0.614%
11/7/2025 Merit Financial Group LLC4,927$692K0.0%-52.4%0.401%
11/6/2025 Aspire Capital Advisors LLC4,331$608K0.1%-35.2%0.352%
11/6/2025Assetmark Inc.35,658$5.01M0.0%-1.1%2.899%
11/6/2025 Stratos Wealth Partners LTD.16,970$2.38M0.0%+35.1%1.380%
11/5/2025Envestnet Asset Management Inc.5,764$809K0.0%-46.7%0.469%
11/4/2025 Atlas Private Wealth Advisors5,076$713K0.2%-45.6%0.413%
10/29/2025 Root Financial Partners LLC654$92K0.0%N/A0.054%
10/29/2025 Wealth Enhancement Advisory Services LLC22,360$3.15M0.0%+3.2%1.833%
10/24/2025 Fingerlakes Wealth Management Inc.28,529$4.01M2.6%+6.3%2.319%
10/22/2025Geneos Wealth Management Inc.10,885$1.53M0.0%+2.3%0.885%
10/20/2025 Merit Financial Group LLC4,927$692K0.0%-52.4%0.401%
10/8/2025 Ignite Planners LLC1,533$215K0.0%-20.9%0.125%
9/4/2025Osaic Holdings Inc.10,873$1.47M0.0%-1.7%0.884%
8/26/2025 Thrivent Financial for Lutherans6,060$817K0.0%N/A0.493%
8/18/2025Geneos Wealth Management Inc.10,645$1.44M0.0%+3.5%0.865%
8/14/2025Jane Street Group LLC5,939$801K0.0%-66.2%0.483%
8/14/2025Raymond James Financial Inc.81,855$11.04M0.0%-21.2%6.655%
8/13/2025VestGen Advisors LLC2,990$403K0.0%-6.3%0.243%
8/8/2025Cetera Investment Advisers9,727$1.31M0.0%+23.3%0.794%
8/8/2025Thoroughbred Financial Services LLC7,977$1.08M0.1%+102.7%0.651%
8/8/2025 Ignite Planners LLC1,939$259K0.0%-92.3%0.158%
8/6/2025 Prospera Financial Services Inc6,497$876K0.0%N/A0.530%
8/6/2025AE Wealth Management LLC610$82K0.0%+71.8%0.050%
8/5/2025Bank of Montreal Can745$100K0.0%+115.9%0.061%
8/5/2025 Atlas Private Wealth Advisors9,334$1.26M0.2%+9.1%0.762%
8/4/2025Assetmark Inc.36,057$4.86M0.0%-5.6%2.943%
8/1/2025SYM FINANCIAL Corp23,600$3.18M0.4%-1.0%1.927%
8/1/2025Envestnet Asset Management Inc.10,814$1.46M0.0%+6.8%0.883%
7/30/2025 Fingerlakes Wealth Management Inc.26,849$3.62M2.7%+14.1%2.192%
7/29/2025 Stratos Wealth Partners LTD.12,560$1.69M0.0%+2.6%1.025%
7/29/2025Empirical Asset Management LLC9,125$1.23M0.4%+1.6%0.745%
7/23/2025 Ignite Planners LLC2,005$268K0.0%-92.0%0.163%
7/22/2025 Willner & Heller LLC3,171$428K0.4%+4.0%0.258%
7/21/2025Ameritas Advisory Services LLC711$96K0.0%N/A0.058%
7/15/2025 Aspire Capital Advisors LLC6,688$902K0.2%N/A0.546%
5/21/2025Geneos Wealth Management Inc.10,286$1.31M0.0%-3.9%0.836%
5/19/2025Jane Street Group LLC17,575$2.24M0.0%+656.2%1.429%
5/13/2025Raymond James Financial Inc.103,823$13.26M0.0%+59.2%8.441%
5/13/2025HighTower Advisors LLC3,265$417K0.0%+10.3%0.265%
5/9/2025Thoroughbred Financial Services LLC3,936$502K0.0%+11.0%0.320%
5/7/2025LPL Financial LLC276,573$35.32M0.0%-2.8%22.486%
5/7/2025First Heartland Consultants Inc.3,747$478K0.0%-5.9%0.305%
5/6/2025Assetmark Inc.38,181$4.88M0.0%+1.1%3.104%
5/6/2025Cetera Investment Advisers7,889$1.01M0.0%+26.5%0.641%
5/6/2025AE Wealth Management LLC355$45K0.0%N/A0.029%
5/6/2025Ignite Planners LLC25,183$3.22M0.6%+12.7%2.047%
5/5/2025ARQ Wealth Advisors LLC13,150$1.68M0.6%+3.5%1.069%
5/5/2025Willner & Heller LLC3,050$389K0.4%N/A0.248%
5/1/2025Fingerlakes Wealth Management Inc.23,540$3.01M2.6%+4.3%1.914%
4/30/2025Stratos Wealth Partners LTD.12,238$1.56M0.0%+8.7%0.995%
4/29/2025Envestnet Asset Management Inc.10,128$1.29M0.0%-41.3%0.823%
4/23/2025Perigon Wealth Management LLC4,028$514K0.0%-3.1%0.327%
4/22/2025Flagship Harbor Advisors LLC1,602$205K0.0%N/A0.130%
4/17/2025Atlas Private Wealth Advisors8,554$1.09M0.2%+3.9%0.695%
4/16/2025Wealth Enhancement Advisory Services LLC21,698$2.77M0.0%-8.7%1.764%
4/15/2025Wealthcare Advisory Partners LLC12,616$1.61M0.0%-17.5%1.026%
4/9/2025Merit Financial Group LLC13,166$1.68M0.0%+28.3%1.070%
3/17/2025Wealth 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%
2/13/2025Envestnet 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%


QWLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QWLD shares?

During the previous two years, 49 institutional investors and hedge funds held shares of SPDR MSCI World StrategicFactors ETF. The most heavily invested institutionals were LPL Financial LLC ($47.38M), Raymond James Financial Inc. ($12.19M), Steward Partners Investment Advisory LLC ($7.10M), Osaic Holdings Inc. ($5.87M), Citadel Advisors LLC ($5.58M), Assetmark Inc. ($5.06M), and Fingerlakes Wealth Management Inc. ($4.34M).Learn more on SPDR MSCI World StrategicFactors ETF's institutional investors.

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

Of the 45 institutional investors that purchased SPDR MSCI World StrategicFactors ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($173.97K), Steward Partners Investment Advisory LLC ($49.58K), Citadel Advisors LLC ($29.88K), LPL Financial LLC ($17.19K), Osaic Holdings Inc. ($15.54K), Jane Street Group LLC ($15.25K), and Merit Financial Group LLC ($13.17K).

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

Institutional investors have bought a total of 234,125 shares in the last 24 months. This purchase volume represents approximately $32.21M in transactions.

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

Of the 18 institutional investors that sold SPDR MSCI World StrategicFactors ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ignite Planners LLC ($46.83K), Jane Street Group LLC ($22.67K), Raymond James Financial Inc. ($21.97K), Merit Financial Group LLC ($13.86K), LPL Financial LLC ($8.09K), Empirical Asset Management LLC ($7.48K), and Envestnet Asset Management Inc. ($5.05K).

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

Institutional investors have sold a total of 140,867 shares in the last 24 months. This volume of shares sold represents approximately $19.27M in transactions.


Related Companies

This page (NYSEARCA:QWLD) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel