QWLD Institutional Ownership & Shareholders
SPDR MSCI WORLD STRATEGICFAC (QWLD) is currently held by 53 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $94.22M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $27.57M, representing an estimated gain of +4.08% 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
53
Total Reported Value
$94.22M
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 | $27,570,654 | +$1,081,271 | +4.08% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 66,302 | $10,072,122 | $10,483,274 | +$411,152 | +4.08% | |
| Osaic Holdings, Inc. | 0.01% | 47,824 | $7,266,997 | $7,561,644 | +$294,647 | +4.05% | |
| Assetmark, Inc | 0.01% | 44,775 | $6,901,945 | $7,079,554 | +$177,609 | +2.57% | |
| Raymond James Financial Inc | 0.00% | 39,631 | $6,020,456 | $6,266,216 | +$245,760 | +4.08% | |
| Fingerlakes Wealth Management, Inc. | 2.74% | 33,473 | $5,085,016 | $5,292,550 | +$207,534 | +4.08% | |
| Sym Financial Corp | 0.27% | 23,406 | $3,608,004 | $3,700,816 | +$92,812 | +2.57% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 22,186 | $3,454,233 | $3,507,917 | +$53,684 | +1.55% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 22,091 | $3,355,955 | $3,492,896 | +$136,941 | +4.08% | |
| Morgan Stanley | 0.00% | 21,627 | $3,285,449 | $3,419,531 | +$134,082 | +4.08% | |
| Wealthcare Advisory Partners Llc | 0.04% | 13,733 | $2,116,904 | $2,171,380 | +$54,476 | +2.57% | |
| Geneos Wealth Management Inc. | 0.03% | 10,792 | $1,639,413 | $1,706,366 | +$66,953 | +4.08% | |
| Thoroughbred Financial Services, Llc | 0.06% | 7,905 | $1,200,000 | $1,249,891 | +$49,891 | +4.16% | |
| Palatine Hill Wealth Management, Llc | 0.94% | 7,688 | $1,167,906 | $1,215,580 | +$47,674 | +4.08% | |
| Cetera Investment Advisers | 0.00% | 7,587 | $1,152,603 | $1,199,611 | +$47,008 | +4.08% | |
| Mcdonald Partners Llc | 0.24% | 6,635 | $1,007,941 | $1,049,086 | +$41,145 | +4.08% | |
| New England Private Wealth Advisors Llc | 0.09% | 5,800 | $894,095 | $917,061 | +$22,966 | +2.57% | |
| Atlas Private Wealth Advisors | 0.18% | 5,248 | $808,975 | $829,782 | +$20,807 | +2.57% | |
| Envestnet Asset Management Inc | 0.00% | 5,282 | $802,385 | $835,158 | +$32,773 | +4.08% | |
| First Heartland Consultants, Inc. | 0.05% | 4,826 | $743,874 | $763,058 | +$19,184 | +2.58% | |
| Perigon Wealth Management, Llc | 0.01% | 4,519 | $696,577 | $714,517 | +$17,940 | +2.58% | |
| Gateway Investment Advisers Llc | 0.01% | 3,825 | $589,613 | $604,786 | +$15,173 | +2.57% | |
| Capital Analysts, Llc | 0.01% | 3,776 | $574,000 | $597,038 | +$23,038 | +4.01% | |
| Citadel Advisors Llc | 0.00% | 3,644 | $553,570 | $576,167 | +$22,597 | +4.08% | |
| Principal Securities, Inc. | 0.01% | 3,584 | $544,455 | $566,681 | +$22,226 | +4.08% | |
| Focus Partners Wealth | 0.00% | 3,167 | $481,194 | $500,747 | +$19,553 | +4.06% | |
| Goldman Sachs Group Inc | 0.00% | 3,087 | $468,955 | $488,098 | +$19,143 | +4.08% | |
| Willner & Heller, Llc | 0.30% | 3,026 | $466,460 | $478,453 | +$11,993 | +2.57% | |
| Birchwood Financial Partners, Inc. | 0.32% | 2,773 | $427,450 | $438,450 | +$11,000 | +2.57% | |
| Integrated Wealth Concepts Llc | 0.00% | 2,253 | $342,194 | $356,231 | +$14,037 | +4.10% | |
| Thrivent Financial For Lutherans | 0.00% | 1,947 | $296,000 | $307,848 | +$11,848 | +4.00% | |
| Jane Street Group, Llc | 0.00% | 1,787 | $271,468 | $282,550 | +$11,082 | +4.08% | |
| Flagship Harbor Advisors, Llc | 0.01% | 1,639 | $252,671 | $259,149 | +$6,478 | +2.56% | |
| Empirical Asset Management, Llc | 0.05% | 1,419 | $215,507 | $224,364 | +$8,857 | +4.11% | |
| Prospera Financial Services Inc | 0.00% | 1,396 | $212,066 | $220,727 | +$8,661 | +4.08% | |
| Glenmede Trust Co Na | 0.00% | 962 | $146,140 | $152,106 | +$5,966 | +4.08% | |
| Golden State Wealth Management, Llc | 0.01% | 939 | $144,882 | $148,469 | +$3,587 | +2.48% | |
| Ameritas Advisory Services, Llc | 0.00% | 761 | $115,571 | $120,325 | +$4,754 | +4.11% | |
| Fmr Llc | 0.00% | 677 | $102,845 | $107,043 | +$4,198 | +4.08% | |
| Ubs Group Ag | 0.00% | 445 | $67,601 | $70,361 | +$2,760 | +4.08% | |
| Collier Financial | 0.04% | 407 | $61,779 | $64,352 | +$2,573 | +4.17% | |
| Bank Of Montreal | 0.00% | 345 | $52,410 | $54,549 | +$2,139 | +4.08% | |
| Triumph Capital Management | 0.00% | 107 | $16,494 | $16,918 | +$424 | +2.57% | |
| Aptus Capital Advisors, Llc | 0.00% | 104 | $15,799 | $16,444 | +$645 | +4.08% | |
| Hantz Financial Services, Inc. | 0.00% | 60 | $9,000 | $9,487 | +$487 | +5.41% | |
| Bfsg, Llc | 0.00% | 44 | $6,783 | $6,957 | +$174 | +2.57% | |
| Harbour Investments, Inc. | 0.00% | 44 | $6,684 | $6,957 | +$273 | +4.08% | |
| Action Point Financial Planning, Llc | 0.00% | 33 | $5,013 | $5,218 | +$205 | +4.08% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 12,450 | $1,919 | $1,968,519 | +$1,966,600 | +102480.47% | |
| Vanguard Advisers Inc | 0.00% | 3 | $456 | $474 | +$18 | +4.02% |
Frequently asked questions about QWLD
Who are the largest institutional holders of QWLD?
The largest institutional holders of QWLD reported in the latest SEC Form 13F filings include Lpl Financial Llc, Steward Partners Investment Advisory, Llc, Osaic Holdings, Inc., Assetmark, Inc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported QWLD position.
What is QWLD institutional ownership?
This page tracks QWLD positions reported by institutional investment managers through SEC Form 13F. SPDR MSCI WORLD STRATEGICFAC (QWLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QWLD?
InsiderSet currently tracks 53 institutional managers reporting QWLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of QWLD shareholders.
How much QWLD stock do institutions own?
Institutional investment managers disclosed approximately $94.22M in QWLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QWLD institutional ownership last updated?
The latest QWLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional QWLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its QWLD position after the reporting date.
Are institutions buying or selling QWLD?
Institutional buying and selling can be analyzed by comparing QWLD positions across consecutive 13F reporting periods. InsiderSet's QWLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QWLD ownership changes.
How has QWLD institutional ownership changed over time?
InsiderSet tracks QWLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.