Free Trial
→ What Elon Musk's Cybercab Reveal Could Mean for Investors (From Brownstone Research) (Ad)tc pixel Free QWLD Stock Alerts

SPDR MSCI World StrategicFactors ETF (QWLD) Institutional Ownership

$155.69 0.00 (0.00%)
Closing price 11/6/2026 04:10 PM Eastern
Extended Trading
$155.58 -0.10 (-0.07%)
As of 11/6/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$24.40M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.59M
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
11/5/2026 Fingerlakes Wealth Management Inc.36,174$5.58M3.0%+8.1%3.230%
11/3/2026 Palatine Hill Wealth Management LLC8,607$1.33M1.0%+12.0%0.768%
10/27/2026 SYM FINANCIAL Corp23,406$3.61M0.3%N/A2.090%
10/9/2026 First Heartland Consultants Inc.4,826$744K0.0%N/A0.431%
9/23/2026Envestnet Asset Management Inc.5,282$802K0.0%+8.1%0.472%
9/2/2026Citadel Advisors LLC3,644$554K0.0%-71.9%0.325%
8/23/2026Ameritas Advisory Services LLC761$116K0.0%N/A0.068%
7/10/2026 Wealthcare Advisory Partners LLC14,120$2.15M0.0%-8.2%1.261%
7/8/2026 First Heartland Consultants Inc.4,492$682K0.0%+3.2%0.401%
5/19/2026Western Wealth Management LLC230$33K0.0%N/A0.018%
5/13/2026Cetera Investment Advisers8,389$1.20M0.0%-17.9%0.671%
5/6/2026 Assetmark Inc.36,045$5.16M0.0%+2.1%2.884%
5/5/2026Geneos Wealth Management Inc.10,749$1.54M0.0%-6.9%0.860%
2/19/2026 Birchwood 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%
2/11/2026 LPL Financial LLC330,750$47.38M0.0%+4.5%26.890%
2/10/2026 Palatine 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%
2/2/2026 Mcdonald 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%
1/23/2026 Assetmark Inc.35,290$5.06M0.0%-1.0%2.869%
1/20/2026Stratos Wealth Partners LTD.17,986$2.58M0.0%+6.0%1.462%
1/16/2026Aspire 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%
12/23/2025 Triumph Capital Management224$31K0.0%N/A0.018%
11/17/2025 Triumph 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%
What Elon Musk's Cybercab Reveal Could Mean for Investors (Ad)

Jeff Brown, the analyst who flagged Bitcoin, Tesla, and Nvidia early, is tracking Elon Musk's next move. He points to a new AI project tied to Musk's Cybercab reveal. Brown says Musk has opened major investment windows before, with PayPal, Tesla, and SpaceX marking milestones in tech history. He believes a fourth may open by November 30.tc pixel

See Jeff Brown's full analysis on Musk's new AI project
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%
11/6/2025Aspire Capital Advisors LLC4,331$608K0.1%-35.2%0.352%
11/6/2025 Assetmark Inc.35,658$5.01M0.0%-1.1%2.899%
11/6/2025Stratos 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%
8/13/2025 VestGen 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%
8/4/2025 Assetmark Inc.36,057$4.86M0.0%-5.6%2.943%
8/1/2025 SYM 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%
7/29/2025Stratos 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%
7/15/2025Aspire 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%
The IRS loophole Trump fought to preserve for retirees (Ad)

401(k) balances have reached record highs on a rising stock market and strong job growth. But traditional accounts such as 401(k)s, IRAs and TSPs depend on markets free of government manipulation and economic crisis. The free 2027 Wealth Protection Guide details an IRS loophole that lets you move retirement savings tax-free and penalty-free into a time-tested vehicle. Learn how retirees can weigh protection strategies ahead of a possible power shift in January.tc pixel

Download your free 2027 Wealth Protection Guide and learn about the IRS loophole today.
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%


QWLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 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), Fingerlakes Wealth Management Inc. ($5.58M), Assetmark Inc. ($5.16M), and SYM FINANCIAL Corp ($3.61M).Learn more on SPDR MSCI World StrategicFactors ETF's institutional investors.

Of the 42 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), SYM FINANCIAL Corp ($24.76K), LPL Financial LLC ($17.19K), Osaic Holdings Inc. ($15.54K), and Jane Street Group LLC ($15.25K).

Institutional investors have bought a total of 168,568 shares in the last 24 months. This purchase volume represents approximately $24.40M in transactions.

Of the 11 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 ($11.03K), Citadel Advisors LLC ($9.34K), Empirical Asset Management LLC ($7.48K), Merit Financial Group LLC ($3.03K), Cetera Investment Advisers ($2.78K), Aspire Capital Advisors LLC ($1.87K), and Wealthcare Advisory Partners LLC ($1.27K).

Institutional investors have sold a total of 38,498 shares in the last 24 months. This volume of shares sold represents approximately $5.59M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:QWLD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/5/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Trump’s EO to send this $5 stock ripping higher…?
President Trump's December executive order declared space a national security and economic priority, fueling a...
Traders Agency | Sponsoredtc pixel
Today's free pick (on me)
Elon Musk doesn't own the chip inside every Tesla, Starlink dish, and AI satellite - he licenses it from one l...
Behind the Markets | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Uranium Mine Flood That Sparked a 2006 Price Surge Returns
In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This pa...
Digest Publishing | Sponsoredtc pixel
Tesla pays zero dividends but this new fund pays monthly
Tesla has never paid shareholders a dividend, not one cent. A new fund built on Tesla's stock takes a differen...
Investors Alley | Sponsoredtc pixel
My public warning after 55 years of watching the markets
Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each war...
Weiss Ratings | Sponsoredtc pixel
The IRS loophole Trump fought to preserve for retirees
401(k) balances have reached record highs on a rising stock market and strong job growth. But traditional acco...
American Hartford Gold | Sponsoredtc pixel