Institutional Ownership Spdr Index Shs Fds (QWLD)
This table provides information about the institutional ownership of Spdr Index Shs Fds (QWLD). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 826,032 shares, which have been reported (via 13F filing form) to have a value of $116 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
324,766
shares
|
$45.5 Million
0.02% of portfolio
|
Q2 2025
Added 17.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
81,855
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,352
shares
|
$7.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
35,658
shares
|
$5 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
29,098
shares
|
$4.08 Million
0.01% of portfolio
|
Q2 2025
Added 23.73%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
28,529
shares
|
$4 Million
2.62% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
23,610
shares
|
$3.31 Million
0.36% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,130
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2024
Added 72.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
22,360
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
16,970
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2025
Added 35.11%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
13,150
shares
|
$1.84 Million
0.58% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
12,650
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
12,405
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
10,885
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
10,873
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 75.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
9,836
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 54.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
9,727
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 23.3%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
9,125
shares
|
$1.28 Million
0.38% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
7,977
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Added 102.67%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
6,375
shares
|
$893,392
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,939
shares
|
$832,291
0.0% of portfolio
|
Q2 2025
Reduced 66.21%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
5,767
shares
|
$808,187
0.12% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
5,764
shares
|
$807,766
0.0% of portfolio
|
Q3 2025
Reduced 46.7%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
5,203
shares
|
$729,148
0.08% of portfolio
|
Q3 2025
Reduced 39.6%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
5,076
shares
|
$711,350
0.19% of portfolio
|
Q3 2025
Reduced 45.62%
|