Who owns QWLD?
State Street SPDR MSCI World StrategicFactors(SM) ETF · State Street
57 institutions reported holding QWLD, worth $99.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of QWLD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $26.5M | 174,372 | −136,077 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $10.1M | 66,302 | +3 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $7.3M | 47,824 | +4,797 shares |
| Assetmark, Inc. | Concord, CA | $7.0M | 46,047 | +10,002 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $6.0M | 39,631 | +1,916 shares |
| Fingerlakes Wealth Management, Inc. | Ithaca, NY | $5.1M | 33,473 | +2,413 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.2M | 27,524 | +14,404 shares |
| SYM FINANCIAL Corp | Winona Lake, IN | $3.6M | 23,518 | +53 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $3.5M | 22,457 | −247 shares |
| Stratos Wealth Partners, LTD. | Beachwood, OH | $3.4M | 22,091 | +1,443 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns QWLD?
57 institutional managers reported holding QWLD in Form 13F filings for June 30, 2026, worth $99.4M in total. The largest reported position was held by LPL Financial LLC, at $26.5M.
Did institutions buy or sell QWLD last quarter?
Reported 13F value fell 8.0% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is QWLD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.