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SPDR MSCI World StrategicFactors ETF (QWLD) Institutional Ownership

$152.84 0.00 (0.00%)
As of 07/2/2026 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)
33
Total
Institutional Inflows
(last 12 months)
$24.72M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$18.42M
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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
5/19/2026Western Wealth Management LLC230$33K0.0%N/A0.018%
5/13/2026Cetera Investment Advisers8,389$1.20M0.0%-17.9%0.671%
5/6/2026Assetmark 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%
2/19/2026Birchwood 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%
2/13/2026Kestra 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%
2/5/2026Fingerlakes Wealth Management Inc.30,265$4.34M2.8%+6.1%2.461%
2/3/2026International 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%
1/26/2026Merit Financial Group LLC1,894$271K0.0%-61.6%0.154%
1/23/2026Assetmark Inc.35,290$5.06M0.0%-1.0%2.869%
1/20/2026Stratos 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%
1/16/2026Perigon Wealth Management LLC3,896$558K0.0%-3.2%0.317%
1/14/2026Wealthcare Advisory Partners LLC15,409$2.21M0.0%+21.5%1.253%
1/9/2026First Heartland Consultants Inc.3,937$564K0.0%+7.0%0.320%
1/8/2026Wealth 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%
11/7/2025Merit Financial Group LLC4,927$692K0.0%-52.4%0.401%
11/6/2025Aspire Capital Advisors LLC4,331$608K0.1%-35.2%0.352%
11/6/2025Assetmark 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%
11/4/2025Atlas Private Wealth Advisors5,076$713K0.2%-45.6%0.413%
10/29/2025Root Financial Partners LLC654$92K0.0%N/A0.054%
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10/29/2025Wealth Enhancement Advisory Services LLC22,360$3.15M0.0%+3.2%1.833%
10/24/2025Fingerlakes 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%
10/20/2025Merit Financial Group LLC4,927$692K0.0%-52.4%0.401%
10/8/2025Ignite 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%
8/18/2025Geneos 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%
8/8/2025Ignite Planners LLC1,939$259K0.0%-92.3%0.158%
8/6/2025Prospera 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%
8/5/2025Atlas 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%
7/30/2025Fingerlakes 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%
7/23/2025Ignite Planners LLC2,005$268K0.0%-92.0%0.163%
7/22/2025Willner & 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%
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%
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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%


QWLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 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 46 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 175,300 shares in the last 24 months. This purchase volume represents approximately $24.72M in transactions.

Of the 16 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), Empirical Asset Management LLC ($7.48K), Envestnet Asset Management Inc. ($5.05K), and Atlas Private Wealth Advisors ($4.26K).

Institutional investors have sold a total of 133,957 shares in the last 24 months. This volume of shares sold represents approximately $18.42M in transactions.


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This page (NYSEARCA:QWLD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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