SPDR MSCI World StrategicFactors is an exchange-traded fund on ARCA. As of Q3 2025, 55 institutional investors hold shares in this ETF, with total holdings valued at $106.2M. LPL Financial LLC is the largest holder with a position valued at $44.5M.
Overview of institutional ownership in QWLD as of Q3 2025
Institutions with the largest positions in QWLD as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $44.5M 0.01% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $12.2M 0.00% of portfolio |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $5.6M 0.00% of portfolio |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $5.0M 0.01% of portfolio |
Fingerlakes Wealth Management, Inc. RIA/Wealth | $4.0M 2.61% of portfolio |
A Advisor Group Holdings, Inc. Institution | $3.6M 0.01% of portfolio |
S SYM FINANCIAL CORPORATION RIA/Wealth | $3.3M 0.35% of portfolio |
$3.2M 0.00% of portfolio | |
J JANE STREET GROUP, LLC Institution | $2.5M 0.00% of portfolio |
Stratos Wealth Partners, LTD. RIA/Wealth | $2.4M 0.03% of portfolio |
Institutional buying and selling activity for QWLD in Q3 2025
| Institution | Net Bought |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$4.2M +29.9K shares |
A Advisor Group Holdings, Inc. Institution | +$2.0M +14.6K shares |
J JANE STREET GROUP, LLC Institution | +$1.7M +12.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$692.5K +4.9K shares |
Stratos Wealth Partners, LTD. RIA/Wealth | +$619.3K +4.4K shares |
Integrated Wealth Concepts LLC RIA/Wealth | +$296.0K +2.1K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$288.3K +2.1K shares |
MORGAN STANLEY RIA/Wealth | +$257.6K +1.8K shares |
Fingerlakes Wealth Management, Inc. RIA/Wealth | +$235.9K +1.7K shares |
Cetera Investment Advisers RIA/Wealth | +$202.2K +1.4K shares |
| Institution | Net Sold |
|---|---|
Mariner Wealth Advisors, LLC RIA/Wealth | −$3.9M −29.1K shares |
ARQ WEALTH ADVISORS, LLC RIA/Wealth | −$1.7M −13.2K shares |
L LPL Financial LLC Institution | −$1.1M −8.2K shares |
Prospera Financial Services RIA/Wealth | −$876.3K −6.5K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$817.4K −6.1K shares |
Merit Financial Group, LLC RIA/Wealth | −$760.3K −5.4K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$709.2K −5.1K shares |
Empirical Asset Management, LLC RIA/Wealth | −$674.3K −4.8K shares |
A Atlas Private Wealth Advisors RIA/Wealth | −$598.0K −4.3K shares |
Golden State Wealth Management, LLC RIA/Wealth | −$479.1K −3.4K shares |
Institutions that initiated new positions or completely exited QWLD in Q3 2025
| Institution | Position Value |
|---|---|
Integrated Wealth Concepts LLC RIA/Wealth | $296.0K 2.1K shares |
R Root Financial Partners, LLC RIA/Wealth | $91.8K 654.0 shares |
Triumph Capital Management RIA/Wealth | $31.5K 224.0 shares |
Sontag Advisory, LLC RIA/Wealth | $7.8K 56.0 shares |
Strategic Wealth Partners, Ltd. RIA/Wealth | $4.6K 33.0 shares |
| Institution | Previous Position |
|---|---|
Mariner Wealth Advisors, LLC RIA/Wealth | $3.9M 29.1K shares |
ARQ WEALTH ADVISORS, LLC RIA/Wealth | $1.7M 13.2K shares |
Prospera Financial Services RIA/Wealth | $876.3K 6.5K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $817.4K 6.1K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $249.3K 1.8K shares |
S SIMPLEX TRADING, LLC Institution | - 5.0 shares |
Institutions with the largest Call and Put options positions in QWLD as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with QWLD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Fingerlakes Wealth Management, Inc. RIA/Wealth | 2.61% $4.0M |
S SYM FINANCIAL CORPORATION RIA/Wealth | 0.35% $3.3M |
WILLNER & HELLER, LLC RIA/Wealth | 0.34% $445.4K |
MCDONALD PARTNERS LLC RIA/Wealth | 0.27% $895.2K |
A Atlas Private Wealth Advisors RIA/Wealth | 0.18% $712.8K |
Empirical Asset Management, LLC RIA/Wealth | 0.17% $607.3K |
Aspire Capital Advisors LLC RIA/Wealth | 0.15% $608.2K |
N New England Private Wealth Advisors LLC RIA/Wealth | 0.11% $809.9K |
Golden State Wealth Management, LLC RIA/Wealth | 0.08% $730.7K |
T THOROUGHBRED FINANCIAL SERVICES, LLC RIA/Wealth | 0.07% $1.1M |
Discover hedge funds investing in QWLD

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
We use cookies for analytics. See our Privacy and Cookie Policy.