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SPDR MSCI World StrategicFactors ETF (QWLD) Institutional Ownership

$159.45 -0.33 (-0.21%)
As of 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)
23
Total
Institutional Inflows
(last 12 months)
$21.26M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$7.47M
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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
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%
5/13/2026 Cetera Investment Advisers8,389$1.20M0.0%-17.9%0.671%
5/6/2026 Assetmark Inc.36,045$5.16M0.0%+2.1%2.884%
5/5/2026 Geneos 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%
2/17/2026 Cetera 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%
2/10/2026 Thoroughbred Financial Services LLC7,903$1.13M0.1%+4.6%0.643%
2/6/2026 Empirical 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%
1/28/2026 Geneos 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%
1/20/2026 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%
12/23/2025 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%
11/12/2025 Empirical Asset Management LLC4,324$607K0.1%-52.6%0.352%
11/10/2025 Thoroughbred 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%
11/6/2025 Assetmark 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%
11/5/2025 Envestnet Asset Management Inc.5,764$809K0.0%-46.7%0.469%
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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%
10/22/2025 Geneos 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%
8/26/2025Thrivent Financial for Lutherans6,060$817K0.0%N/A0.493%
8/18/2025 Geneos 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%
8/8/2025 Cetera Investment Advisers9,727$1.31M0.0%+23.3%0.794%
8/8/2025 Thoroughbred 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%
8/6/2025 AE Wealth Management LLC610$82K0.0%+71.8%0.050%
8/5/2025 Bank 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%
8/1/2025 Envestnet 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%
7/29/2025 Empirical 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%
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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%


QWLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 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. ($5.16M), and Fingerlakes Wealth Management Inc. ($4.34M).Learn more on SPDR MSCI World StrategicFactors ETF's institutional investors.

Of the 44 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).

Institutional investors have bought a total of 149,648 shares in the last 24 months. This purchase volume represents approximately $21.26M in transactions.

Of the 14 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: Merit Financial Group LLC ($13.86K), Jane Street Group LLC ($11.03K), Empirical Asset Management LLC ($7.48K), Envestnet Asset Management Inc. ($5.05K), Atlas Private Wealth Advisors ($4.26K), Aspire Capital Advisors LLC ($4.22K), and Cetera Investment Advisers ($2.78K).

Institutional investors have sold a total of 52,642 shares in the last 24 months. This volume of shares sold represents approximately $7.47M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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