Purchases and Sales Made in Q4 2025 in Spdr Index Shs Fds (QWLD)
This table provides information about the institutional ownership of Spdr Index Shs Fds (QWLD) during Q4 2025. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.72K+ 21.46% |
$377K - $390K
|
15.4K
$2.19M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.02K+ 5.99% |
$140K - $145K
|
18K
$2.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
403+ 1.8% |
$55.7K - $57.7K
|
22.8K
$3.23M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
259+ 7.04% |
$35.8K - $37.1K
|
3.94K
$558K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13+ 0.81% |
$1.8K - $1.86K
|
1.63K
$231K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$277 - $286
|
2
$284
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-62- 1.96% |
$8.57K - $8.88K
|
3.11K
$441K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-127- 3.16% |
$17.6K - $18.2K
|
3.9K
$553K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-368- 1.03% |
$50.9K - $52.7K
|
35.3K
$5.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.87K- 43.06% |
$258K - $267K
|
2.47K
$350K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.03K- 61.56% |
$419K - $434K
|
1.89K
$269K
|
|