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SPDR MSCI World StrategicFactors ETF (QWLD) Institutional Ownership

$126.14
+0.09 (+0.07%)
(As of 12:34 PM ET)
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Institutional Ownership Changes (13F Filings) for SPDR MSCI World StrategicFactors ETF (NYSEARCA:QWLD)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$33.02M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.98M
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QWLD Institutional Buying and Selling by Quarter

SPDR MSCI World StrategicFactors ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Assetmark Inc.38,272$4.93M0.0%+0.3%3.827%
10/31/2024 Financial Enhancement Group LLC6,909$890K0.2%+41.3%0.691%
10/24/2024 Wealth Enhancement Advisory Services LLC23,893$3.08M0.0%-19.8%2.389%
10/18/2024Raymond James & Associates23,130$2.98M0.0%+72.7%2.313%
10/11/2024 Empirical Asset Management LLC9,148$1.18M0.1%+182.0%0.915%
10/9/2024 Atlas Private Wealth Advisors7,934$1.02M0.1%+3.4%0.793%
10/8/2024 Ignite Planners LLC21,323$2.75M0.6%+11.6%2.132%
8/14/2024Bank of Montreal Can6,424$776K0.0%+1,762.0%0.642%
8/13/2024Thrivent Financial for Lutherans13,365$1.61M0.0%+21.6%1.337%
8/8/2024Envestnet Asset Management Inc.14,255$1.72M0.0%+56.8%1.426%
8/8/2024SYM FINANCIAL Corp22,537$2.71M0.4%-1.3%2.254%
8/8/2024 Fingerlakes Wealth Management Inc.22,187$2.67M2.4%+13.2%2.219%
8/8/2024New England Private Wealth Advisors LLC4,928$593K0.1%+21.3%0.493%
8/2/2024 Financial Enhancement Group LLC4,889$597K0.1%+14.2%0.489%
7/30/2024 International Assets Investment Management LLC802$96K0.0%N/A0.080%
7/27/2024 Zimmermann Investment Management & Planning LLC24,618$2.96M1.0%+48.1%2.462%
7/25/2024First Heartland Consultants Inc.2,923$352K0.0%+3.3%0.292%
7/19/2024Raymond James & Associates13,391$1.61M0.0%+4.8%1.339%
7/16/2024 Wealth Enhancement Advisory Services LLC29,800$3.59M0.0%-6.9%2.980%
7/12/2024 Ignite Planners LLC19,103$2.33M0.6%+13.2%1.910%
7/12/2024 Atlas Private Wealth Advisors7,674$923K0.2%+107.3%0.767%
5/8/2024Thoroughbred Financial Services LLC3,405$408K0.0%+15.2%0.341%
5/6/2024SYM FINANCIAL Corp22,825$2.74M0.5%+0.8%2.283%
5/4/2024Geneos Wealth Management Inc.11,909$1.43M0.1%+3.1%1.191%
4/23/2024Raymond 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%
4/15/2024Wealthcare 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%
2/7/2024 Principal Securities Inc.1,914$211K0.0%N/A0.233%
2/6/2024Wealthcare 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%
1/24/2024Stratos 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%
1/16/2024Raymond James Financial Services Advisors Inc.14,866$1.64M0.0%+1.0%1.813%
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1/16/2024Raymond James & Associates12,356$1.36M0.0%+4.1%1.507%
1/11/2024 Atlas 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%
10/24/2023Stratos Wealth Partners LTD.17,438$1.77M0.0%+4.4%2.127%
10/24/2023Raymond James Financial Services Advisors Inc.14,718$1.49M0.0%+7.9%1.795%
10/24/2023Raymond 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%
10/12/2023Wealthcare 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%
10/11/2023 Atlas 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%
8/4/2023 Atlas 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%
7/25/2023Raymond James Financial Services Advisors Inc.13,641$1.42M0.0%-15.2%1.705%
7/25/2023Raymond James & Associates11,763$1.23M0.0%N/A1.470%
7/18/2023Stratos Wealth Partners LTD.16,698$1.74M0.0%+480.0%2.087%
7/17/2023Wealthcare Advisory Partners LLC37,049$3.86M0.2%-6.9%4.631%
5/10/2023LPL Financial LLC83,777$8.33M0.0%-2.6%11.170%
5/4/2023Wealthcare 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%
4/27/2023Stratos 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%
4/14/2023Raymond James Financial Services Advisors Inc.16,092$1.60M0.0%N/A2.146%
4/12/2023 Atlas 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%
2/13/2023Wealthcare 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%
The centerpiece of Trump’s crypto’s masterplan … (Ad)

Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin conference in Nashville … Where he told an adoring crowd that the U.S. would become … “The crypto capital of the planet and the Bitcoin superpower of the world.”

Click here to find out more about what could be Trump and JD Vance’s favorite coin.
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%
4/15/2022Wealthcare 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%
(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, 27 institutional investors and hedge funds held shares of SPDR MSCI World StrategicFactors ETF. The most heavily invested institutionals were LPL Financial LLC ($15.72M), Raymond James Financial Services Advisors Inc. ($6.34M), Assetmark Inc. ($4.93M), Wealth Enhancement Advisory Services LLC ($3.08M), Raymond James & Associates ($2.98M), Zimmermann Investment Management & Planning LLC ($2.96M), and Ignite Planners LLC ($2.75M).Learn more on QWLD's institutional investors.

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

Of the 26 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 ($177.45K), LPL Financial LLC ($113.16K), Raymond James Financial Services Advisors Inc. ($55.33K), Wealthcare Advisory Partners LLC ($25.14K), SYM FINANCIAL Corp ($23.21K), Raymond James & Associates ($22.71K), and Ignite Planners LLC ($21.32K).

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

Institutional investors have bought a total of 523,200 shares in the last 24 months. This purchase volume represents approximately $56.25M in transactions.

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

Of the 11 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), Wealth Enhancement Advisory Services LLC ($10.30K), 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 78,541 shares in the last 24 months. This volume of shares sold represents approximately $8.47M in transactions.


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This page (NYSEARCA:QWLD) was last updated on 11/4/2024 by MarketBeat.com Staff
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