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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,927
shares
|
$690,469
0.01% of portfolio
|
Q3 2025
Reduced 52.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,027
shares
|
$564,343
0.01% of portfolio
|
Q2 2020
Added 623.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,023
shares
|
$563,783
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,737
shares
|
$523,703
0.02% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
3,649
shares
|
$511,370
0.05% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,295
shares
|
$461,761
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
3,171
shares
|
$444,383
0.36% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,039
shares
|
$425,885
0.01% of portfolio
|
Q2 2025
Reduced 59.1%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
2,990
shares
|
$419,018
0.02% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,848
shares
|
$258,978
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,840
shares
|
$257,857
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,614
shares
|
$226,185
0.01% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
1,533
shares
|
$214,834
0.04% of portfolio
|
Q3 2025
Reduced 20.94%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,280
shares
|
$179,379
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
962
shares
|
$134,814
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
962
shares
|
$134,814
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
745
shares
|
$104,404
0.0% of portfolio
|
Q2 2025
Added 115.94%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
711
shares
|
$99,639
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
654
shares
|
$91,651
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
610
shares
|
$85,485
0.0% of portfolio
|
Q2 2025
Added 71.83%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
407
shares
|
$57,036
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
321
shares
|
$44,984
0.0% of portfolio
|
Q2 2025
Added 21.59%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
284
shares
|
$39,799
0.0% of portfolio
|
Q2 2025
Reduced 34.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
55
shares
|
$7,707
0.0% of portfolio
|
Q3 2022
New holding
|