SPDR MSCI WORLD STRATEGICFAC (QWLD) Institutional Shareholders
SPDR MSCI WORLD STRATEGICFAC (QWLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $94.51M in QWLD holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of QWLD tracked by InsiderSet, reporting ownership valued at approximately $26.49M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $27.10M, representing an estimated gain of +2.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed QWLD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Steward Partners Investment Advisory, Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in SPDR MSCI WORLD STRATEGICFAC (QWLD).
This page ranks the largest institutional QWLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
55
Total Reported Value
$94.51M
Largest Holder
Lpl Financial Llc
Largest Position
$26.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 174,372 | $26,489,383 | $27,100,687 | +$611,304 | +2.31% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 66,302 | $10,072,122 | $10,304,577 | +$232,455 | +2.31% | |
| Osaic Holdings, Inc. | 0.01% | 47,824 | $7,266,997 | $7,432,749 | +$165,752 | +2.28% | |
| Assetmark, Inc | 0.01% | 46,047 | $6,995,129 | $7,156,569 | +$161,440 | +2.31% | |
| Raymond James Financial Inc | 0.00% | 39,631 | $6,020,456 | $6,159,402 | +$138,946 | +2.31% | |
| Fingerlakes Wealth Management, Inc. | 2.74% | 33,473 | $5,085,016 | $5,202,333 | +$117,317 | +2.31% | |
| Sym Financial Corp | 0.29% | 23,518 | $3,572,717 | $3,655,139 | +$82,422 | +2.31% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 22,457 | $3,451,861 | $3,490,240 | +$38,379 | +1.11% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 22,091 | $3,355,955 | $3,433,357 | +$77,402 | +2.31% | |
| Morgan Stanley | 0.00% | 21,627 | $3,285,449 | $3,361,242 | +$75,793 | +2.31% | |
| Wealthcare Advisory Partners Llc | 0.04% | 14,120 | $2,145,009 | $2,194,513 | +$49,504 | +2.31% | |
| Geneos Wealth Management Inc. | 0.03% | 10,792 | $1,639,413 | $1,677,280 | +$37,867 | +2.31% | |
| Thoroughbred Financial Services, Llc | 0.06% | 7,905 | $1,200,000 | $1,228,586 | +$28,586 | +2.38% | |
| Palatine Hill Wealth Management, Llc | 0.94% | 7,688 | $1,167,906 | $1,194,860 | +$26,954 | +2.31% | |
| Cetera Investment Advisers | 0.00% | 7,587 | $1,152,603 | $1,179,162 | +$26,559 | +2.30% | |
| Mcdonald Partners Llc | 0.24% | 6,635 | $1,007,941 | $1,031,204 | +$23,263 | +2.31% | |
| New England Private Wealth Advisors Llc | 0.09% | 5,800 | $886,514 | $901,429 | +$14,915 | +1.68% | |
| Envestnet Asset Management Inc | 0.00% | 5,282 | $802,385 | $820,922 | +$18,537 | +2.31% | |
| Atlas Private Wealth Advisors | 0.17% | 5,179 | $741,312 | $804,914 | +$63,602 | +8.58% | |
| First Heartland Consultants, Inc. | 0.04% | 4,492 | $682,378 | $698,141 | +$15,763 | +2.31% | |
| Perigon Wealth Management, Llc | 0.01% | 4,412 | $670,224 | $685,708 | +$15,484 | +2.31% | |
| Gateway Investment Advisers Llc | 0.01% | 3,825 | $581,066 | $594,477 | +$13,411 | +2.31% | |
| Capital Analysts, Llc | 0.01% | 3,776 | $574,000 | $586,861 | +$12,861 | +2.24% | |
| Citadel Advisors Llc | 0.00% | 3,644 | $553,570 | $566,346 | +$12,776 | +2.31% | |
| Principal Securities, Inc. | 0.01% | 3,584 | $544,455 | $557,021 | +$12,566 | +2.31% | |
| Focus Partners Wealth | 0.00% | 3,167 | $481,194 | $492,211 | +$11,017 | +2.29% | |
| Goldman Sachs Group Inc | 0.00% | 3,087 | $468,955 | $479,778 | +$10,823 | +2.31% | |
| Willner & Heller, Llc | 0.29% | 3,026 | $459,698 | $470,297 | +$10,599 | +2.31% | |
| Birchwood Financial Partners, Inc. | 0.34% | 2,773 | $421,254 | $430,976 | +$9,722 | +2.31% | |
| Integrated Wealth Concepts Llc | 0.00% | 2,253 | $342,194 | $350,159 | +$7,965 | +2.33% | |
| Thrivent Financial For Lutherans | 0.00% | 1,947 | $296,000 | $302,600 | +$6,600 | +2.23% | |
| Jane Street Group, Llc | 0.00% | 1,787 | $271,468 | $277,733 | +$6,265 | +2.31% | |
| Flagship Harbor Advisors, Llc | 0.01% | 1,639 | $249,009 | $254,731 | +$5,722 | +2.30% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 1,550 | $235,392 | $240,899 | +$5,507 | +2.34% | |
| Empirical Asset Management, Llc | 0.05% | 1,419 | $215,507 | $220,539 | +$5,032 | +2.34% | |
| Prospera Financial Services Inc | 0.00% | 1,396 | $212,066 | $216,965 | +$4,899 | +2.31% | |
| Golden State Wealth Management, Llc | 0.02% | 1,151 | $174,931 | $178,887 | +$3,956 | +2.26% | |
| Glenmede Trust Co Na | 0.00% | 962 | $146,140 | $149,513 | +$3,373 | +2.31% | |
| International Assets Investment Management, Llc | 0.01% | 845 | $128,295 | $131,329 | +$3,034 | +2.36% | |
| Ameritas Advisory Services, Llc | 0.00% | 761 | $115,571 | $118,274 | +$2,703 | +2.34% | |
| Fmr Llc | 0.00% | 677 | $102,845 | $105,219 | +$2,374 | +2.31% | |
| Ubs Group Ag | 0.00% | 445 | $67,601 | $69,161 | +$1,560 | +2.31% | |
| Collier Financial | 0.04% | 407 | $61,779 | $63,255 | +$1,476 | +2.39% | |
| Bank Of Montreal | 0.00% | 345 | $52,410 | $53,619 | +$1,209 | +2.31% | |
| Triumph Capital Management | 0.00% | 107 | $16,255 | $16,630 | +$375 | +2.31% | |
| Aptus Capital Advisors, Llc | 0.00% | 104 | $15,799 | $16,164 | +$365 | +2.31% | |
| Hantz Financial Services, Inc. | 0.00% | 60 | $9,000 | $9,325 | +$325 | +3.61% | |
| Bfsg, Llc | 0.00% | 44 | $6,685 | $6,838 | +$153 | +2.30% | |
| Harbour Investments, Inc. | 0.00% | 44 | $6,684 | $6,838 | +$154 | +2.31% | |
| Action Point Financial Planning, Llc | 0.00% | 33 | $5,013 | $5,129 | +$116 | +2.31% |
Frequently asked questions about QWLD
Who owns the most QWLD stock?
The largest holders of QWLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR MSCI WORLD STRATEGICFAC (QWLD).
Is QWLD widely held by superinvestors?
Many widely followed stocks like QWLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QWLD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.