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SPDR MSCI World StrategicFactors ETF (QWLD) Institutional Ownership

$135.46 +0.63 (+0.47%)
As of 07/9/2025 04:10 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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
2/3/2025Fingerlakes Wealth Management Inc.22,561$2.79M2.3%+4.5%2.256%
1/31/2025Mcdonald Partners LLC6,375$790K0.2%N/A0.638%
1/30/2025Principal Securities Inc.7,430$920K0.0%-1.9%0.743%
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1/27/2025Stratos 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%
1/21/2025Atlas Private Wealth Advisors8,234$1.02M0.1%+3.8%0.823%
1/15/2025Merit 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%
1/10/2025Wealth 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%
10/31/2024Financial Enhancement Group LLC6,909$890K0.2%+41.3%0.691%
10/24/2024Wealth 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%
10/9/2024Atlas 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%
8/8/2024Envestnet 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%
8/8/2024Fingerlakes 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%
8/2/2024Financial Enhancement Group LLC4,889$597K0.1%+14.2%0.489%
7/30/2024International 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%
7/16/2024Wealth 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%
7/12/2024Atlas 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%
4/16/2024Wealth Enhancement Advisory Services LLC31,996$3.84M0.0%-6.4%3.368%
4/15/2024Wealthcare Advisory Partners LLC16,976$2.04M0.1%-47.9%1.787%
4/15/2024Financial 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%
2/7/2024Principal Securities Inc.1,914$211K0.0%N/A0.233%
2/6/2024Wealthcare Advisory Partners LLC32,571$3.59M0.1%-7.9%3.972%
2/6/2024SYM FINANCIAL Corp22,643$2.49M0.4%-1.8%2.761%
1/26/2024Fingerlakes 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%
1/25/2024International Assets Investment Management LLC88,324$9.73M0.0%N/A10.771%
1/24/2024Stratos Wealth Partners LTD.16,732$1.84M0.0%-4.0%2.040%
1/24/2024International Assets Investment Management LLC88,324$9.73M0.0%N/A10.771%
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1/18/2024Financial 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%
1/11/2024Atlas 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%
11/8/2023Fingerlakes 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%
10/24/2023Stratos 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 SPDR MSCI World StrategicFactors ETF's institutional investors.

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

Of the 36 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: 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 305,173 shares in the last 24 months. This purchase volume represents approximately $38.06M in transactions.

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

Of the 13 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: Jane Street Group LLC ($47.25K), Wealth Enhancement Advisory Services LLC ($10.30K), LPL Financial LLC ($8.09K), Envestnet Asset Management Inc. ($7.12K), Wealthcare Advisory Partners LLC ($2.67K), Geneos Wealth Management Inc. ($990.00), and Assetmark Inc. ($498.00).

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

Institutional investors have sold a total of 78,208 shares in the last 24 months. This volume of shares sold represents approximately $9.99M in transactions.


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This page (NYSEARCA:QWLD) was last updated on 7/10/2025 by MarketBeat.com Staff
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