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SPDR MSCI World StrategicFactors ETF (QWLD) Institutional Ownership

$126.74 +1.32 (+1.05%)
As of 01/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SPDR MSCI World StrategicFactors ETF (NYSEARCA:QWLD)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$33.45M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$9.45M
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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
1/21/2025Geneos Wealth Management Inc.10,700$1.33M0.0%-5.1%1.070%
1/21/2025Atlas Private Wealth Advisors8,234$1.02M0.1%+3.8%0.823%
1/15/2025 Merit Financial Group LLC10,259$1.27M0.0%N/A1.026%
1/15/2025 Empirical Asset Management LLC8,789$1.09M0.0%-3.9%0.879%
1/14/2025 Ignite Planners LLC22,344$2.78M0.6%+4.8%2.234%
1/10/2025 Wealth Enhancement Advisory Services LLC24,261$3.13M0.0%+1.5%2.426%
11/15/2024Jane Street Group LLC8,069$1.04M0.0%-83.7%0.807%
11/15/2024SYM FINANCIAL Corp23,721$3.06M0.4%+5.3%2.372%
11/7/2024Thrivent Financial for Lutherans13,865$1.79M0.0%+3.7%1.387%
11/5/2024First Heartland Consultants Inc.3,889$501K0.1%+33.0%0.389%
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%
10/9/2024Atlas 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%
8/8/2024Fingerlakes 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%
7/27/2024Zimmermann 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%
7/12/2024Atlas 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%
4/15/2024 Wealthcare 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%
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2/7/2024Principal Securities Inc.1,914$211K0.0%N/A0.233%
2/6/2024 Wealthcare Advisory Partners LLC32,571$3.59M0.1%-7.9%3.972%
2/6/2024SYM FINANCIAL Corp22,643$2.49M0.4%-1.8%2.761%
1/26/2024Fingerlakes 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%
1/16/2024Raymond James & Associates12,356$1.36M0.0%+4.1%1.507%
1/11/2024Atlas 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%
11/8/2023Fingerlakes 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%
10/17/2023Flagship Harbor Advisors LLC2,898$294K0.0%+5.6%0.353%
10/12/2023IFP Advisors Inc1,997$202K0.0%N/A0.244%
10/12/2023 Wealthcare 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%
10/11/2023Atlas 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%
8/4/2023Atlas 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%
7/17/2023 Wealthcare Advisory Partners LLC37,049$3.86M0.2%-6.9%4.631%
5/10/2023LPL Financial LLC83,777$8.33M0.0%-2.6%11.170%
5/4/2023 Wealthcare Advisory Partners LLC39,813$3.96M0.2%+21.4%5.308%
5/3/2023Fingerlakes 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%
4/12/2023Atlas Private Wealth Advisors2,098$209K0.1%N/A0.287%
4/12/2023Flagship Harbor Advisors LLC2,840$282K0.0%-87.5%0.389%
3/6/2023OLD Mission Capital LLC1,947$183K0.0%N/A0.267%
2/13/2023 Wealthcare Advisory Partners LLC32,790$3.08M0.1%+123.5%4.492%
2/10/2023Fingerlakes 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%
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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%
1/13/2023Flagship Harbor Advisors LLC22,802$2.14M0.2%-31.2%3.124%
10/28/2022Fingerlakes 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%
10/13/2022Flagship Harbor Advisors LLC33,164$2.82M0.3%+156.7%4.738%
8/12/2022Capital Analysts LLC3,786$346K0.0%-10.7%0.541%
8/8/2022 Merit Financial Group LLC2,227$203K0.0%-13.4%0.318%
(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, 29 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 ($3.13M), SYM FINANCIAL Corp ($3.06M), Raymond James & Associates ($2.98M), and Zimmermann Investment Management & Planning LLC ($2.96M).Learn more on QWLD's institutional investors.

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

Of the 28 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), Raymond James & Associates ($22.71K), Ignite Planners LLC ($22.34K), and Stratos Wealth Partners LTD. ($14.56K).

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

Institutional investors have bought a total of 522,257 shares in the last 24 months. This purchase volume represents approximately $56.61M in transactions.

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

Of the 13 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: Jane Street Group LLC ($41.50K), Wealthcare Advisory Partners LLC ($22.84K), Flagship Harbor Advisors LLC ($19.96K), Wealth Enhancement Advisory Services LLC ($10.30K), Stratos Wealth Partners LTD. ($5.03K), Financial Enhancement Group LLC ($2.70K), and Raymond James Financial Services Advisors Inc. ($2.45K).

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

Institutional investors have sold a total of 110,617 shares in the last 24 months. This volume of shares sold represents approximately $12.96M in transactions.


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This page (NYSEARCA:QWLD) was last updated on 1/22/2025 by MarketBeat.com Staff
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