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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Strategic Wealth Partners, Ltd.Buy+33—33$4.73KQ4 2025May 12, 2026
Birchwood Financial Partners, Inc.Buy+2,773—2,773$397.24KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+39,399—39,399$5.64MQ4 2025Feb 18, 2026
Citadel Advisors LlcBuy+41,068—41,068$5.88MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+40,987—40,987$5.87MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+10,221—10,221$1.46MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+4,456—4,456$638.33KQ4 2025Feb 17, 2026
Fmr LlcBuy+475—475$68.04KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+338—338$48.42KQ4 2025Feb 17, 2026
Sym Financial CorpBuy+23,581—23,581$3.38MQ4 2025Feb 13, 2026
Golden State Wealth Management, LlcBuy+4,985—4,985$714.16KQ4 2025Feb 13, 2026
Focus Partners WealthBuy+4,359—4,359$624.50KQ4 2025Feb 13, 2026
Integrated Wealth Concepts LlcBuy+2,105—2,105$301.59KQ4 2025Feb 13, 2026
Morgan StanleyBuy+284—284$40.68KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+214—214$30.66KQ4 2025Feb 13, 2026
Aptus Capital Advisors, LlcBuy+104—104$14.90KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+1—1$82.00Q4 2025Feb 13, 2026
Steward Partners Investment Advisory, LlcBuy+49,582—49,582$7.10MQ4 2025Feb 12, 2026
Jane Street Group, LlcBuy+6,976—6,976$999.32KQ4 2025Feb 12, 2026
Principal Securities, Inc.Buy+3,177—3,177$455.11KQ4 2025Feb 12, 2026
Collier FinancialBuy+406—406$58.26KQ4 2025Feb 12, 2026
Bank Of MontrealBuy+345—345$49.42KQ4 2025Feb 12, 2026
Triumph Capital ManagementBuy+224—224$32.09KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+330,750—330,750$47.38MQ4 2025Feb 11, 2026
Capital Analysts, LlcBuy+3,758—3,758$538.00KQ4 2025Feb 11, 2026
Thoroughbred Financial Services, LlcBuy+7,903—7,903$1.13MQ4 2025Feb 10, 2026
Palatine Hill Wealth Management, LlcBuy+6,705—6,705$960.50KQ4 2025Feb 10, 2026
Envestnet Asset Management IncBuy+4,782—4,782$684.96KQ4 2025Feb 10, 2026
New England Private Wealth Advisors LlcBuy+5,785—5,785$828.66KQ4 2025Feb 09, 2026
Harbour Investments, Inc.Buy+44—44$6.30KQ4 2025Feb 09, 2026
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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.