Purchases and Sales Made in Q3 2025 in Spdr Index Shs Fds (QWLD)
This table provides information about the institutional ownership of Spdr Index Shs Fds (QWLD) during Q3 2025. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.41K+ 35.11% |
$586K - $619K
|
17K
$2.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.68K+ 6.26% |
$223K - $236K
|
28.5K
$4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
684+ 3.16% |
$90.9K - $96.1K
|
22.4K
$3.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
654New |
$86.9K - $91.8K
|
654
$91.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240+ 2.25% |
$31.9K - $33.7K
|
10.9K
$1.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.47% |
$2.53K - $2.67K
|
4.02K
$564K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
10+ 0.04% |
$1.33K - $1.4K
|
23.6K
$3.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-399- 1.11% |
$53K - $56K
|
35.7K
$5M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-406- 20.94% |
$54K - $57K
|
1.53K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-2.36K- 35.24% |
$313K - $331K
|
4.33K
$607K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.41K- 39.6% |
$453K - $479K
|
5.2K
$729K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.26K- 45.62% |
$566K - $598K
|
5.08K
$711K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.05K- 46.7% |
$671K - $709K
|
5.76K
$808K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.41K- 52.35% |
$720K - $760K
|
4.93K
$690K
|