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 (Q4 2025). 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, Steward Partners Investment Advisory, Llc, Citadel Advisors Llc, Osaic Holdings, Inc., and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | Buy | +33 | — | 33 | $4.73K | Q4 2025 | May 12, 2026 |
| Birchwood Financial Partners, Inc. | Buy | +2,773 | — | 2,773 | $397.24K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +39,399 | — | 39,399 | $5.64M | Q4 2025 | Feb 18, 2026 |
| Citadel Advisors Llc | Buy | +41,068 | — | 41,068 | $5.88M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +40,987 | — | 40,987 | $5.87M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +10,221 | — | 10,221 | $1.46M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +4,456 | — | 4,456 | $638.33K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +475 | — | 475 | $68.04K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +338 | — | 338 | $48.42K | Q4 2025 | Feb 17, 2026 |
| Sym Financial Corp | Buy | +23,581 | — | 23,581 | $3.38M | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, Llc | Buy | +4,985 | — | 4,985 | $714.16K | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | Buy | +4,359 | — | 4,359 | $624.50K | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts Llc | Buy | +2,105 | — | 2,105 | $301.59K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +284 | — | 284 | $40.68K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +214 | — | 214 | $30.66K | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +104 | — | 104 | $14.90K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | — | 1 | $82.00 | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +49,582 | — | 49,582 | $7.10M | Q4 2025 | Feb 12, 2026 |
| Jane Street Group, Llc | Buy | +6,976 | — | 6,976 | $999.32K | Q4 2025 | Feb 12, 2026 |
| Principal Securities, Inc. | Buy | +3,177 | — | 3,177 | $455.11K | Q4 2025 | Feb 12, 2026 |
| Collier Financial | Buy | +406 | — | 406 | $58.26K | Q4 2025 | Feb 12, 2026 |
| Bank Of Montreal | Buy | +345 | — | 345 | $49.42K | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | Buy | +224 | — | 224 | $32.09K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +330,750 | — | 330,750 | $47.38M | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, Llc | Buy | +3,758 | — | 3,758 | $538.00K | Q4 2025 | Feb 11, 2026 |
| Thoroughbred Financial Services, Llc | Buy | +7,903 | — | 7,903 | $1.13M | Q4 2025 | Feb 10, 2026 |
| Palatine Hill Wealth Management, Llc | Buy | +6,705 | — | 6,705 | $960.50K | Q4 2025 | Feb 10, 2026 |
| Envestnet Asset Management Inc | Buy | +4,782 | — | 4,782 | $684.96K | Q4 2025 | Feb 10, 2026 |
| New England Private Wealth Advisors Llc | Buy | +5,785 | — | 5,785 | $828.66K | Q4 2025 | Feb 09, 2026 |
| Harbour Investments, Inc. | Buy | +44 | — | 44 | $6.30K | Q4 2025 | Feb 09, 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.