Institutional Ownership Spdr Index Shs Fds (QWLD)
This table provides information about the institutional ownership of Spdr Index Shs Fds (QWLD). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 776,699 shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
284,664
shares
|
$37 Million
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
65,213
shares
|
$8.47 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,352
shares
|
$6.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
37,774
shares
|
$4.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
24,261
shares
|
$3.15 Million
0.01% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
23,890
shares
|
$3.1 Million
0.38% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,130
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2024
Added 72.73%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
22,561
shares
|
$2.93 Million
2.26% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
22,344
shares
|
$2.9 Million
0.64% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
17,246
shares
|
$2.24 Million
0.0% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
16,742
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 36.25%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
16,179
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
15,284
shares
|
$1.99 Million
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
12,710
shares
|
$1.65 Million
0.62% of portfolio
|
Q4 2024
Added 39.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
12,700
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
12,242
shares
|
$1.59 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
11,257
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,700
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
10,259
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,789
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
8,234
shares
|
$1.07 Million
0.15% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,430
shares
|
$965,528
0.02% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,427
shares
|
$965,138
0.0% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
6,375
shares
|
$828,431
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
6,236
shares
|
$810,368
0.0% of portfolio
|
Q4 2024
Added 25.07%
|