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 53 institutions that hold shares in the stock, with a total of 842,002 shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
6,375
shares
|
$860,114
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,878
shares
|
$793,059
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
5,751
shares
|
$775,924
0.12% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,027
shares
|
$543,322
0.01% of portfolio
|
Q2 2020
Added 623.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,004
shares
|
$540,219
0.01% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
3,936
shares
|
$531,045
0.03% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
3,747
shares
|
$505,545
0.05% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
3,718
shares
|
$501,632
0.02% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
3,265
shares
|
$440,513
0.0% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
3,192
shares
|
$430,664
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
3,050
shares
|
$411,505
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,577
shares
|
$347,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,602
shares
|
$216,141
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,288
shares
|
$173,776
0.0% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
962
shares
|
$129,793
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
433
shares
|
$58,420
0.0% of portfolio
|
Q2 2024
Reduced 65.82%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
407
shares
|
$54,912
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
355
shares
|
$47,896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
345
shares
|
$46,547
0.0% of portfolio
|
Q3 2024
Reduced 94.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
264
shares
|
$35,618
0.0% of portfolio
|
Q1 2025
Added 36.79%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
200
shares
|
$26,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
55
shares
|
$7,420
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
44
shares
|
$5,936
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
44
shares
|
$5,936
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2
shares
|
$269
0.0% of portfolio
|
Q3 2024
New holding
|