SPDR MSCI World StrategicFactors ETF (QWLD) Institutional Ownership

$115.16
-1.30 (-1.12%)
(As of 10:40 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$39.69M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$4.37M
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QWLD Institutional Buying and Selling by Quarter

SPDR MSCI World StrategicFactors ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Raymond James Financial Services Advisors Inc.52,879$6.34M0.0%+255.7%5.566%
4/16/2024 Wealth Enhancement Advisory Services LLC31,996$3.84M0.0%-6.4%3.368%
4/15/2024 Wealthcare Advisory Partners LLC16,976$2.04M0.1%-47.9%1.787%
4/15/2024 Financial Enhancement Group LLC4,280$497K0.1%-38.7%0.451%
4/12/2024 Ignite 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%
2/6/2024 Wealthcare Advisory Partners LLC32,571$3.59M0.1%-7.9%3.972%
2/6/2024SYM FINANCIAL Corp22,643$2.49M0.4%-1.8%2.761%
1/26/2024 Fingerlakes 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%
1/25/2024 International Assets Investment Management LLC88,324$9.73M0.0%N/A10.771%
1/24/2024 Stratos Wealth Partners LTD.16,732$1.84M0.0%-4.0%2.040%
1/24/2024 International Assets Investment Management LLC88,324$9.73M0.0%N/A10.771%
1/18/2024 Financial Enhancement Group LLC6,979$765K0.1%+10.8%0.851%
1/16/2024 Raymond James Financial Services Advisors Inc.14,866$1.64M0.0%+1.0%1.813%
1/16/2024 Raymond James & Associates12,356$1.36M0.0%+4.1%1.507%
1/11/2024Atlas Private Wealth Advisors6,046$666K0.1%+13.1%0.737%
1/9/2024 Ignite Planners LLC12,297$1.35M0.4%+55.2%1.500%
11/13/2023LPL Financial LLC155,172$15.72M0.0%+4.0%18.923%
11/8/2023 Fingerlakes 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%
10/24/2023 Stratos Wealth Partners LTD.17,438$1.77M0.0%+4.4%2.127%
10/24/2023 Raymond James Financial Services Advisors Inc.14,718$1.49M0.0%+7.9%1.795%
10/24/2023 Raymond James & Associates11,875$1.20M0.0%+1.0%1.448%
10/17/2023 Flagship Harbor Advisors LLC2,898$294K0.0%+5.6%0.353%
10/12/2023IFP Advisors Inc1,997$202K0.0%N/A0.244%
10/12/2023 Wealthcare Advisory Partners LLC35,358$3.58M0.2%-4.6%4.312%
10/11/2023Geneos Wealth Management Inc.11,879$1.20M0.1%+4.1%1.449%
10/11/2023 Ignite Planners LLC7,925$796K0.2%N/A0.966%
10/11/2023Atlas Private Wealth Advisors5,348$542K0.1%+15.7%0.652%
8/8/2023Geneos Wealth Management Inc.11,407$1.19M0.1%-4.7%1.391%
8/4/2023Atlas Private Wealth Advisors4,624$482K0.1%+120.4%0.564%
8/3/2023Atria Wealth Solutions Inc.6,218$648K0.0%N/A0.758%
8/3/2023Thoroughbred Financial Services LLC2,570$267K0.0%+9.8%0.313%
8/2/2023Bank of Montreal Can345$36K0.0%N/A0.042%
7/31/2023LPL Financial LLC149,183$15.55M0.0%+78.1%18.193%
7/25/2023 Raymond James Financial Services Advisors Inc.13,641$1.42M0.0%-15.2%1.705%
7/25/2023 Raymond James & Associates11,763$1.23M0.0%N/A1.470%
7/18/2023 Stratos Wealth Partners LTD.16,698$1.74M0.0%+480.0%2.087%
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7/17/2023 Wealthcare Advisory Partners LLC37,049$3.86M0.2%-6.9%4.631%
5/10/2023LPL Financial LLC83,777$8.33M0.0%-2.6%11.170%
5/4/2023 Wealthcare Advisory Partners LLC39,813$3.96M0.2%+21.4%5.308%
5/3/2023 Fingerlakes Wealth Management Inc.16,448$1.64M2.0%+11.8%2.193%
5/2/2023SYM FINANCIAL Corp22,383$2.23M0.5%+44.0%2.984%
4/27/2023 Stratos Wealth Partners LTD.2,879$286K0.0%-60.0%0.384%
4/25/2023Geneos Wealth Management Inc.11,967$1.19M0.1%-1.4%1.596%
4/17/2023First Heartland Consultants Inc.2,207$219K0.0%N/A0.294%
4/14/2023 Raymond James Financial Services Advisors Inc.16,092$1.60M0.0%N/A2.146%
4/12/2023Atlas Private Wealth Advisors2,098$209K0.1%N/A0.287%
4/12/2023 Flagship Harbor Advisors LLC2,840$282K0.0%-87.5%0.389%
3/6/2023OLD Mission Capital LLC1,947$183K0.0%N/A0.267%
2/13/2023 Wealthcare Advisory Partners LLC32,790$3.08M0.1%+123.5%4.492%
2/10/2023 Fingerlakes Wealth Management Inc.14,712$1.38M1.9%-3.7%2.015%
2/9/2023 Financial Enhancement Group LLC6,863$677K0.1%+94.1%0.940%
2/7/2023Thoroughbred Financial Services LLC2,340$219K0.0%N/A0.321%
2/7/2023LPL Financial LLC86,057$8.08M0.0%+94.3%11.789%
2/1/2023Bank of Montreal Can345$34K0.0%-25.0%0.047%
1/31/2023Geneos Wealth Management Inc.12,135$1.14M0.1%-1.4%1.662%
1/19/2023SYM FINANCIAL Corp15,541$1.46M0.3%N/A2.129%
1/13/2023 Flagship Harbor Advisors LLC22,802$2.14M0.2%-31.2%3.124%
10/28/2022 Fingerlakes Wealth Management Inc.15,280$1.30M1.9%+10.9%2.183%
10/27/2022 Financial Enhancement Group LLC3,535$300K0.1%N/A0.505%
10/13/2022 Flagship Harbor Advisors LLC33,164$2.82M0.3%+156.7%4.738%
8/12/2022Capital Analysts LLC3,786$346K0.0%-10.7%0.541%
8/8/2022Merit Financial Group LLC2,227$203K0.0%-13.4%0.318%
8/5/2022 Fingerlakes Wealth Management Inc.13,774$1.26M1.7%+22.4%1.968%
7/22/2022Geneos Wealth Management Inc.12,164$1.12M0.1%+3.2%2.027%
7/13/2022 Flagship Harbor Advisors LLC12,917$1.18M0.1%N/A2.153%
5/6/2022 Fingerlakes Wealth Management Inc.11,250$1.19M1.4%+7.1%1.875%
5/6/2022New England Private Wealth Advisors LLC3,998$422K0.1%-60.0%0.666%
5/4/2022Advisor Group Holdings Inc.6,176$653K0.0%+7.8%1.029%
4/21/2022First Heartland Consultants Inc.2,061$218K0.0%-33.8%0.344%
4/15/2022 Wealthcare Advisory Partners LLC18,949$2.01M0.1%+51.9%3.158%
2/17/2022 Fingerlakes Wealth Management Inc.10,508$1.17M1.3%N/A2.102%
2/10/2022Capital Analysts LLC4,239$468K0.0%+12.4%0.848%
2/9/2022Geneos Wealth Management Inc.12,519$1.38M0.1%+15.8%2.504%
2/8/2022New England Private Wealth Advisors LLC9,998$574K0.1%+151.1%2.000%
2/3/2022Advisor Group Holdings Inc.5,728$633K0.0%+344.7%1.146%
1/14/2022Koshinski Asset Management Inc.907$100K0.0%-72.7%0.181%
11/16/2021Jane Street Group LLC30,711$3.17M0.0%-31.9%6.142%
11/9/2021Geneos Wealth Management Inc.10,814$1.12M0.0%+7.7%2.163%
11/9/2021Hudock Inc.1,349$139K0.0%+14.9%0.270%
11/4/2021Capital Analysts LLC3,772$390K0.0%-18.1%0.754%
10/12/2021Koshinski Asset Management Inc.3,318$343K0.0%N/A0.664%
8/17/2021Citadel Advisors LLC13,740$1.42M0.0%+16.6%2.748%
8/16/2021First Heartland Consultants Inc.4,421$458K0.1%-82.0%0.884%
8/13/2021LPL Financial LLC8,819$913K0.0%+2.8%1.764%
8/5/2021Capital Analysts LLC4,605$477K0.0%+8.5%0.921%
8/2/2021Advisor Group Holdings Inc.1,288$134K0.0%+344.1%0.258%
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6/17/2021Geneos Wealth Management Inc.8,217$827K0.0%+2.5%1.643%
5/18/2021First Heartland Consultants Inc.24,600$2.39M0.4%-58.6%4.920%
5/18/2021Citadel Advisors LLC11,785$1.15M0.0%+26.9%2.357%
5/18/2021Jane Street Group LLC27,687$2.70M0.0%+56.7%5.537%
5/12/2021UBS Group AG2,178$212K0.0%-19.6%0.436%
4/26/2021Hudock Inc.1,165$113K0.0%-13.6%0.233%
2/17/2021Jane Street Group LLC17,668$1.63M0.0%+5.0%3.534%
2/12/2021LPL Financial LLC7,938$734K0.0%+114.3%1.588%
1/29/2021First Heartland Consultants Inc.59,450$5.50M0.9%-4.2%11.890%
11/17/2020Jane Street Group LLC16,826$1.41M0.0%-39.6%3.365%
(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, 25 institutional investors and hedge funds held shares of SPDR MSCI World StrategicFactors ETF. The most heavily invested institutionals were LPL Financial LLC ($15.72M), International Assets Investment Management LLC ($9.73M), Raymond James Financial Services Advisors Inc. ($6.34M), Wealth Enhancement Advisory Services LLC ($3.84M), SYM FINANCIAL Corp ($2.49M), Fingerlakes Wealth Management Inc. ($2.11M), and Wealthcare Advisory Partners LLC ($2.04M).Learn more on QWLD's institutional investors.

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

Of the 21 institutional investors that purchased SPDR MSCI World StrategicFactors ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($176.65K), LPL Financial LLC ($113.16K), Raymond James Financial Services Advisors Inc. ($55.33K), Flagship Harbor Advisors LLC ($33.32K), Wealthcare Advisory Partners LLC ($25.14K), SYM FINANCIAL Corp ($23.03K), and Ignite Planners LLC ($16.88K).

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

Institutional investors have bought a total of 510,863 shares in the last 24 months. This purchase volume represents approximately $53.23M in transactions.

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

Of the 14 institutional investors that sold SPDR MSCI World StrategicFactors ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flagship Harbor Advisors LLC ($30.32K), Wealthcare Advisory Partners LLC ($22.84K), New England Private Wealth Advisors LLC ($6K), Stratos Wealth Partners LTD. ($5.03K), Financial Enhancement Group LLC ($2.70K), Raymond James Financial Services Advisors Inc. ($2.45K), and LPL Financial LLC ($2.28K).

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

Institutional investors have sold a total of 76,949 shares in the last 24 months. This volume of shares sold represents approximately $8.12M in transactions.


This page (NYSEARCA:QWLD) was last updated on 4/25/2024 by MarketBeat.com Staff

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