SPDR MSCI WORLD STRATEGICFAC (QWLD) Institutional Ownership Changes & 13F Activity

SPDR MSCI WORLD STRATEGICFAC (QWLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Morgan Stanley, Assetmark, Inc, Citadel Advisors Llc, and Jane Street Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-8-0.4%2,253$342.19KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-9,343-71.9%3,644$553.57KQ2 2026Sep 02, 2026
Jane Street Group, LlcSell-9,147-83.7%1,787$271.47KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4,797+11.1%47,824$7.27MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+3,0873,087$468.95KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,916+5.1%39,631$6.02MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+761761$115.57KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-89-4.4%1,947$296.00KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+3333$5.01KQ2 2026Aug 14, 2026
Morgan StanleyBuy+21,364+8123.2%21,627$3.29MQ2 2026Aug 13, 2026
Ubs Group AgBuy+445445$67.60KQ2 2026Aug 13, 2026
Fmr LlcBuy+177+35.4%677$102.84KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+3+0.0%66,302$10.07MQ2 2026Aug 13, 2026
Focus Partners WealthSell-1,192-27.3%3,167$481.19KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-802-9.6%7,587$1.15MQ2 2026Aug 12, 2026
Stratos Wealth Partners, Ltd.Buy+1,443+7.0%22,091$3.36MQ2 2026Aug 11, 2026
Thoroughbred Financial Services, LlcSell-33-0.4%7,905$1.20MQ2 2026Aug 11, 2026
Glenmede Trust Co NaBuy+962962$146.14KQ2 2026Aug 10, 2026
Empirical Asset Management, LlcSell-48-3.3%1,419$215.51KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-136,077-43.8%174,372$26.49MQ2 2026Aug 07, 2026
Palatine Hill Wealth Management, LlcBuy+555+7.8%7,688$1.17MQ2 2026Aug 07, 2026
Perigon Wealth Management, LlcBuy+510+13.1%4,412$670.22KQ2 2026Aug 07, 2026
Geneos Wealth Management Inc.Buy+43+0.4%10,792$1.64MQ2 2026Aug 06, 2026
Capital Analysts, LlcBuy+18+0.5%3,776$574.00KQ2 2026Aug 05, 2026
Principal Securities, Inc.Buy+367+11.4%3,584$544.46KQ2 2026Aug 04, 2026
Sym Financial CorpBuy+53+0.2%23,518$3.57MQ2 2026Aug 04, 2026
New England Private Wealth Advisors LlcBuy+15+0.3%5,800$886.51KQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+394+8.1%5,282$802.38KQ2 2026Aug 03, 2026
Assetmark, IncBuy+10,002+27.7%46,047$7.00MQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Buy+642+4.9%13,762$2.09KQ2 2026Jul 30, 2026
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Frequently asked questions about QWLD activity

  • Which institutional owners are buying QWLD?

    Institutional owners buying QWLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in QWLD activity?

    "Buy" means an investor increased their reported position in QWLD compared to the prior reporting period. This reflects growing exposure to SPDR MSCI WORLD STRATEGICFAC (QWLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in QWLD increasing?

    Institutional interest in QWLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.