SPDR MSCI WORLD STRATEGICFAC (QWLD) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $103.88M 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 $44.44M in its March 31, 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 $46.70M, representing an estimated gain of +5.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% 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
57
Total Reported Value
$103.88M
Largest Holder
Lpl Financial Llc
Largest Position
$44.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
60
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% | 310,449 | $44,437,197 | $46,698,484 | +$2,261,287 | +5.09% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 66,299 | $9,489,946 | $9,972,855 | +$482,909 | +5.09% | |
| Osaic Holdings, Inc. | 0.01% | 43,027 | $6,159,757 | $6,472,225 | +$312,468 | +5.07% | |
| Raymond James Financial Inc | 0.00% | 37,715 | $5,398,473 | $5,673,181 | +$274,708 | +5.09% | |
| Assetmark, Inc | 0.01% | 36,045 | $5,159,431 | $5,421,975 | +$262,544 | +5.09% | |
| Fingerlakes Wealth Management, Inc. | 2.95% | 31,060 | $4,445,908 | $4,672,120 | +$226,212 | +5.09% | |
| Sym Financial Corp | 0.34% | 23,465 | $3,358,696 | $3,529,662 | +$170,966 | +5.09% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 22,704 | $3,272,330 | $3,415,190 | +$142,860 | +4.37% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 20,648 | $2,955,647 | $3,105,922 | +$150,275 | +5.08% | |
| Wealthcare Advisory Partners Llc | 0.04% | 15,386 | $2,202,301 | $2,314,399 | +$112,098 | +5.09% | |
| Citadel Advisors Llc | 0.00% | 12,987 | $1,858,941 | $1,953,536 | +$94,595 | +5.09% | |
| Jane Street Group, Llc | 0.00% | 10,934 | $1,565,077 | $1,644,719 | +$79,642 | +5.09% | |
| Geneos Wealth Management Inc. | 0.04% | 10,749 | $1,538,612 | $1,616,890 | +$78,278 | +5.09% | |
| Cetera Investment Advisers | 0.00% | 8,389 | $1,200,756 | $1,261,894 | +$61,138 | +5.09% | |
| Palatine Hill Wealth Management, Llc | 0.89% | 7,133 | $1,021,008 | $1,072,963 | +$51,955 | +5.09% | |
| Mcdonald Partners Llc | 0.22% | 6,635 | $949,725 | $998,053 | +$48,328 | +5.09% | |
| New England Private Wealth Advisors Llc | 0.10% | 5,785 | $828,008 | $870,194 | +$42,186 | +5.09% | |
| Atlas Private Wealth Advisors | 0.17% | 5,179 | $741,312 | $779,038 | +$37,726 | +5.09% | |
| Envestnet Asset Management Inc | 0.00% | 4,888 | $699,664 | $735,265 | +$35,601 | +5.09% | |
| Focus Partners Wealth | 0.00% | 4,359 | $624,014 | $655,691 | +$31,677 | +5.08% | |
| First Heartland Consultants, Inc. | 0.05% | 4,351 | $622,796 | $654,488 | +$31,692 | +5.09% | |
| Perigon Wealth Management, Llc | 0.01% | 3,902 | $558,517 | $586,948 | +$28,431 | +5.09% | |
| Gateway Investment Advisers Llc | 0.01% | 3,825 | $547,505 | $575,366 | +$27,861 | +5.09% | |
| Hightower Advisors, Llc | 0.00% | 3,327 | $476,247 | $500,455 | +$24,208 | +5.08% | |
| Principal Securities, Inc. | 0.01% | 3,217 | $460,477 | $483,909 | +$23,432 | +5.09% | |
| Willner & Heller, Llc | 0.32% | 3,001 | $429,593 | $451,418 | +$21,825 | +5.08% | |
| Birchwood Financial Partners, Inc. | 0.38% | 2,773 | $396,923 | $417,121 | +$20,198 | +5.09% | |
| Integrated Wealth Concepts Llc | 0.00% | 2,261 | $323,679 | $340,105 | +$16,426 | +5.07% | |
| Golden State Wealth Management, Llc | 0.03% | 1,901 | $272,243 | $285,953 | +$13,710 | +5.04% | |
| Susquehanna International Group, Llp | 0.00% | 1,776 | $254,214 | $267,150 | +$12,936 | +5.09% | |
| Flagship Harbor Advisors, Llc | 0.01% | 1,627 | $232,932 | $244,737 | +$11,805 | +5.07% | |
| Aspire Capital Advisors Llc | 0.05% | 1,566 | $224,155 | $235,561 | +$11,406 | +5.09% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 1,536 | $219,857 | $231,049 | +$11,192 | +5.09% | |
| Independent Advisor Alliance | 0.00% | 1,485 | $212,569 | $223,377 | +$10,808 | +5.08% | |
| Empirical Asset Management, Llc | 0.06% | 1,467 | $209,976 | $220,670 | +$10,694 | +5.09% | |
| International Assets Investment Management, Llc | 0.01% | 839 | $120,846 | $126,204 | +$5,358 | +4.43% | |
| Ae Wealth Management Llc | 0.00% | 616 | $88,173 | $92,660 | +$4,487 | +5.09% | |
| Fmr Llc | 0.00% | 500 | $71,569 | $75,211 | +$3,642 | +5.09% | |
| Collier Financial | 0.04% | 407 | $58,210 | $61,222 | +$3,012 | +5.17% | |
| Bank Of Montreal | 0.00% | 345 | $49,383 | $51,896 | +$2,513 | +5.09% | |
| Morgan Stanley | 0.00% | 263 | $37,645 | $39,561 | +$1,916 | +5.09% | |
| Western Wealth Management, Llc | 0.00% | 230 | $32,922 | $34,597 | +$1,675 | +5.09% | |
| Triumph Capital Management | 0.01% | 224 | $32,063 | $33,695 | +$1,632 | +5.09% | |
| Aptus Capital Advisors, Llc | 0.00% | 104 | $14,886 | $15,644 | +$758 | +5.09% | |
| Bfsg, Llc | 0.00% | 44 | $6,299 | $6,619 | +$320 | +5.07% | |
| Harbour Investments, Inc. | 0.00% | 44 | $6,298 | $6,619 | +$321 | +5.09% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 33 | $4,727 | $4,964 | +$237 | +5.01% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 13,120 | $1,878 | $1,973,542 | +$1,971,664 | +104987.43% | |
| Thoroughbred Financial Services, Llc | 0.07% | 7,938 | $1,136 | $1,194,053 | +$1,192,917 | +105010.30% | |
| Capital Analysts, Llc | 0.01% | 3,758 | $538 | $565,287 | +$564,749 | +104972.00% |
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.