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QWLD Institutional Ownership

State Street SPDR MSCI World StrategicFactors ETF
1W: -0.6% 1M: -1.7% 3M: +1.0% YTD: +8.0% 1Y: +11.1% 3Y: +60.4% 5Y: +58.4%
$155.05
+1.14 (+0.74%)
 
Weekly Expected Move ±1.3%
$151 $153 $155 $157 $159
ETF AMEX · AUM $170.6M

Institutional Ownership — QWLD

63
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
97M
Total Invested
6
New Positions
24
Increased
18
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (67 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 174,372 $27M -136,077 -43.8% 25Q SEC ↗
2 Steward Partners Investment Advisory, 66,302 $10M +3 +0.0% 3Q SEC ↗
3 OSAIC HOLDINGS, INC. 47,824 $7M +4,797 +11.1% 26Q SEC ↗
4 ASSETMARK, INC 46,047 $7M +10,002 +27.7% 9Q SEC ↗
5 RAYMOND JAMES FINANCIAL INC 39,631 $6M +1,916 +5.1% 7Q SEC ↗
6 Fingerlakes Wealth Management, Inc. 33,473 $5M +2,413 +7.8% 19Q SEC ↗
7 SYM FINANCIAL Corp 23,518 $4M +53 +0.2% 15Q SEC ↗
8 WEALTH ENHANCEMENT ADVISORY SERVICES, 22,457 $3M -247 -1.1% 12Q SEC ↗
9 Stratos Wealth Partners, LTD. 22,091 $3M +1,443 +7.0% 15Q SEC ↗
10 MORGAN STANLEY 21,627 $3M +21,364 +8123.2% 9Q SEC ↗
11 Wealthcare Advisory Partners LLC 14,120 $2M -1,266 -8.2% 20Q SEC ↗
12 Cambridge Investment Research Advisors 13,762 $2M +642 +4.9% 14Q SEC ↗
13 Geneos Wealth Management Inc. 10,792 $2M +43 +0.4% 35Q SEC ↗
14 THOROUGHBRED FINANCIAL SERVICES, LLC 7,905 $1M -33 -0.4% 15Q SEC ↗
15 Palatine Hill Wealth Management, LLC 7,688 $1M +555 +7.8% 3Q SEC ↗
16 Cetera Investment Advisers 7,587 $1M -802 -9.6% 11Q SEC ↗
17 MCDONALD PARTNERS LLC 6,635 $1M — +0.0% 7Q SEC ↗
18 New England Private Wealth Advisors LL 5,800 $899K +15 +0.3% 31Q SEC ↗
19 ENVESTNET ASSET MANAGEMENT INC 5,282 $819K +394 +8.1% 12Q SEC ↗
20 Atlas Private Wealth Advisors 5,246 $813K +67 +1.3% 14Q SEC ↗
21 First Heartland Consultants, Inc. 4,492 $696K +141 +3.2% 14Q SEC ↗
22 Perigon Wealth Management, LLC 4,412 $684K +510 +13.1% 9Q SEC ↗
23 GATEWAY INVESTMENT ADVISERS LLC 3,825 $593K — +0.0% 2Q SEC ↗
24 Capital Analysts, LLC 3,776 $585K +18 +0.5% 31Q SEC ↗
25 CITADEL ADVISORS LLC 3,644 $565K -9,343 -71.9% 6Q SEC ↗
26 PRINCIPAL SECURITIES, INC. 3,584 $556K +367 +11.4% 11Q SEC ↗
27 HighTower Advisors, LLC 3,357 $521K +30 +0.9% 10Q SEC ↗
28 Focus Partners Wealth 3,167 $491K -1,192 -27.3% 8Q SEC ↗
29 GOLDMAN SACHS GROUP INC NEW 3,087 $479K — +0.0% 1Q SEC ↗
30 WILLNER & HELLER, LLC 3,026 $469K +25 +0.8% 6Q SEC ↗
31 Birchwood Financial Partners, Inc. 2,773 $430K — +0.0% 3Q SEC ↗
32 Integrated Wealth Concepts LLC 2,253 $349K -8 -0.4% 4Q SEC ↗
33 Thrivent Financial for Lutherans 1,947 $302K -89 -4.4% 3Q SEC ↗
34 JANE STREET GROUP, LLC 1,787 $277K -9,147 -83.7% 9Q SEC ↗
35 FLAGSHIP HARBOR ADVISORS, LLC 1,639 $254K +12 +0.7% 6Q SEC ↗
36 Cullen/Frost Bankers, Inc. 1,550 $240K +14 +0.9% 7Q SEC ↗
37 Empirical Asset Management, LLC 1,419 $220K -48 -3.3% 9Q SEC ↗
38 Prospera Financial Services Inc NEW 1,396 $216K — +0.0% 1Q SEC ↗
39 Golden State Wealth Management, LLC 1,151 $178K -750 -39.5% 5Q SEC ↗
40 GLENMEDE TRUST CO NA 962 $149K — +0.0% 3Q SEC ↗
41 INTERNATIONAL ASSETS INVESTMENT MANAGE 845 $131K +6 +0.7% 3Q SEC ↗
42 Ameritas Advisory Services, LLC NEW 761 $118K — +0.0% 1Q SEC ↗
43 FMR LLC 677 $105K +177 +35.4% 11Q SEC ↗
44 AE Wealth Management LLC 616 $96K — +0.0% 6Q SEC ↗
45 UBS Group AG NEW 445 $69K — +0.0% 1Q SEC ↗
46 Collier Financial 407 $63K — +0.0% 4Q SEC ↗
47 BANK OF MONTREAL /CAN 345 $53K — +0.0% 16Q SEC ↗
48 Triumph Capital Management 107 $17K -117 -52.2% 4Q SEC ↗
49 Aptus Capital Advisors, LLC 104 $16K — +0.0% 3Q SEC ↗
50 HANTZ FINANCIAL SERVICES, INC. 60 $9K — +0.0% 2Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
MORGAN STANLEY +21,364 +8123.2% 21,627
ASSETMARK, INC +10,002 +27.7% 46,047
OSAIC HOLDINGS, INC. +4,797 +11.1% 47,824
Fingerlakes Wealth Management, Inc. +2,413 +7.8% 33,473
RAYMOND JAMES FINANCIAL INC +1,916 +5.1% 39,631
Stratos Wealth Partners, LTD. +1,443 +7.0% 22,091
Cambridge Investment Research Advis +642 +4.9% 13,762
Palatine Hill Wealth Management, LL +555 +7.8% 7,688
Perigon Wealth Management, LLC +510 +13.1% 4,412
ENVESTNET ASSET MANAGEMENT INC +394 +8.1% 5,282
PRINCIPAL SECURITIES, INC. +367 +11.4% 3,584
FMR LLC +177 +35.4% 677
First Heartland Consultants, Inc. +141 +3.2% 4,492
Atlas Private Wealth Advisors +67 +1.3% 5,246
SYM FINANCIAL Corp +53 +0.2% 23,518
Geneos Wealth Management Inc. +43 +0.4% 10,792
HighTower Advisors, LLC +30 +0.9% 3,357
WILLNER & HELLER, LLC +25 +0.8% 3,026
Capital Analysts, LLC +18 +0.5% 3,776
New England Private Wealth Advisors +15 +0.3% 5,800
Biggest Decreases (13)
HolderReducedChange %Total Shares
LPL Financial LLC -136,077 -43.8% 174,372
CITADEL ADVISORS LLC -9,343 -71.9% 3,644
JANE STREET GROUP, LLC -9,147 -83.7% 1,787
Wealthcare Advisory Partners LLC -1,266 -8.2% 14,120
Focus Partners Wealth -1,192 -27.3% 3,167
Cetera Investment Advisers -802 -9.6% 7,587
Golden State Wealth Management, LLC -750 -39.5% 1,151
WEALTH ENHANCEMENT ADVISORY SERVICE -247 -1.1% 22,457
Triumph Capital Management -117 -52.2% 107
Thrivent Financial for Lutherans -89 -4.4% 1,947
Empirical Asset Management, LLC -48 -3.3% 1,419
THOROUGHBRED FINANCIAL SERVICES, LL -33 -0.4% 7,905
Integrated Wealth Concepts LLC -8 -0.4% 2,253

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms