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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -8 | -0.4% | 2,253 | $342.19K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -9,343 | -71.9% | 3,644 | $553.57K | Q2 2026 | Sep 02, 2026 |
| Jane Street Group, Llc | Sell | -9,147 | -83.7% | 1,787 | $271.47K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,797 | +11.1% | 47,824 | $7.27M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +3,087 | — | 3,087 | $468.95K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,916 | +5.1% | 39,631 | $6.02M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +761 | — | 761 | $115.57K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -89 | -4.4% | 1,947 | $296.00K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +33 | — | 33 | $5.01K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +21,364 | +8123.2% | 21,627 | $3.29M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +445 | — | 445 | $67.60K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +177 | +35.4% | 677 | $102.84K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +3 | +0.0% | 66,302 | $10.07M | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Sell | -1,192 | -27.3% | 3,167 | $481.19K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -802 | -9.6% | 7,587 | $1.15M | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +1,443 | +7.0% | 22,091 | $3.36M | Q2 2026 | Aug 11, 2026 |
| Thoroughbred Financial Services, Llc | Sell | -33 | -0.4% | 7,905 | $1.20M | Q2 2026 | Aug 11, 2026 |
| Glenmede Trust Co Na | Buy | +962 | — | 962 | $146.14K | Q2 2026 | Aug 10, 2026 |
| Empirical Asset Management, Llc | Sell | -48 | -3.3% | 1,419 | $215.51K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -136,077 | -43.8% | 174,372 | $26.49M | Q2 2026 | Aug 07, 2026 |
| Palatine Hill Wealth Management, Llc | Buy | +555 | +7.8% | 7,688 | $1.17M | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, Llc | Buy | +510 | +13.1% | 4,412 | $670.22K | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | Buy | +43 | +0.4% | 10,792 | $1.64M | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, Llc | Buy | +18 | +0.5% | 3,776 | $574.00K | Q2 2026 | Aug 05, 2026 |
| Principal Securities, Inc. | Buy | +367 | +11.4% | 3,584 | $544.46K | Q2 2026 | Aug 04, 2026 |
| Sym Financial Corp | Buy | +53 | +0.2% | 23,518 | $3.57M | Q2 2026 | Aug 04, 2026 |
| New England Private Wealth Advisors Llc | Buy | +15 | +0.3% | 5,800 | $886.51K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +394 | +8.1% | 5,282 | $802.38K | Q2 2026 | Aug 03, 2026 |
| Assetmark, Inc | Buy | +10,002 | +27.7% | 46,047 | $7.00M | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +642 | +4.9% | 13,762 | $2.09K | Q2 2026 | Jul 30, 2026 |
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.