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 57 institutions that hold shares in the stock, with a total of 832,367 shares, which have been reported (via 13F filing form) to have a value of $118 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,027
shares
|
$571,189
0.01% of portfolio
|
Q2 2020
Added 623.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,023
shares
|
$570,622
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,737
shares
|
$530,056
0.02% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
3,678
shares
|
$521,687
0.05% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,293
shares
|
$467,079
0.0% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
3,171
shares
|
$449,774
0.36% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,154
shares
|
$447,363
0.01% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
2,824
shares
|
$400,556
0.01% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,118
shares
|
$300,417
0.0% of portfolio
|
Q3 2025
Added 645.77%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
2,108
shares
|
$298,998
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
2,053
shares
|
$291,197
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,840
shares
|
$260,985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,614
shares
|
$228,929
0.01% of portfolio
|
Q2 2024
Added 27.7%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
1,533
shares
|
$217,440
0.04% of portfolio
|
Q3 2025
Reduced 20.94%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,280
shares
|
$181,555
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
962
shares
|
$136,450
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
962
shares
|
$136,450
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
711
shares
|
$100,848
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
654
shares
|
$92,763
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
610
shares
|
$86,522
0.0% of portfolio
|
Q2 2025
Added 71.83%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
407
shares
|
$57,728
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
345
shares
|
$48,934
0.0% of portfolio
|
Q3 2025
Reduced 53.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
293
shares
|
$41,559
0.0% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
92
shares
|
$13,049
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
56
shares
|
$7,943
0.0% of portfolio
|
Q3 2025
New holding
|
|