HolderBook

SPDR INDEX SHS FDS (QWLD)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

53
Reporting holders
$93.1M
Reported value
0.0%
Held as options
+2
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
LPL Financial LLC$26.5M174,3720.01%25q-43.8%-$20.7M
Steward Partners Investment Advisory, LLC$10.1M66,3020.05%3qHELD
OSAIC HOLDINGS, INC.$7.3M47,8240.01%26q+11.1%+$728.9K
ASSETMARK, INC$7.0M46,0470.01%9q+27.7%+$1.5M
RAYMOND JAMES FINANCIAL INC$6.0M39,6310.00%7q+5.1%+$291.1K
Fingerlakes Wealth Management, Inc.$5.1M33,4732.74%19q+7.8%+$366.6K
SYM FINANCIAL Corp$3.6M23,5180.29%15qHELD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.5M22,4570.01%12q-1.1%-$38.0K
Stratos Wealth Partners, LTD.$3.4M22,0910.03%15q+7.0%+$219.2K
MORGAN STANLEY$3.3M21,6270.00%9q+8123.2%+$3.2M
Wealthcare Advisory Partners LLC$2.1M14,1200.04%20q-8.2%-$192.3K
Geneos Wealth Management Inc.$1.6M10,7920.03%35qHELD
Palatine Hill Wealth Management, LLC$1.2M7,6880.94%3q+7.8%+$84.3K
Cetera Investment Advisers$1.2M7,5870.00%11q-9.6%-$121.8K
MCDONALD PARTNERS LLC$1.0M6,6350.24%7qHELD
New England Private Wealth Advisors LLC$886.5K5,8000.09%31qHELD
ENVESTNET ASSET MANAGEMENT INC$802.4K5,2820.00%12q+8.1%+$59.9K
Atlas Private Wealth Advisors$796.9K5,2460.17%14q+1.3%+$10.2K
First Heartland Consultants, Inc.$682.4K4,4920.04%14q+3.2%+$21.4K
Perigon Wealth Management, LLC$670.2K4,4120.01%9q+13.1%+$77.5K
GATEWAY INVESTMENT ADVISERS LLC$581.1K3,8250.01%2qHELD
CITADEL ADVISORS LLC$553.6K3,6440.00%6q-71.9%-$1.4M
PRINCIPAL SECURITIES, INC.$544.5K3,5840.01%11q+11.4%+$55.8K
HighTower Advisors, LLC$509.9K3,3570.00%10q+0.9%+$4.6K
Focus Partners Wealth$481.2K3,1670.00%8q-27.3%-$181.1K
GOLDMAN SACHS GROUP INC$469.0K3,0870.00%newNEW
WILLNER & HELLER, LLC$459.7K3,0260.29%6q+0.8%+$3.8K
Birchwood Financial Partners, Inc.$421.3K2,7730.34%3qHELD
Integrated Wealth Concepts LLC$369.7K2,4350.00%4q+7.7%+$26.4K
JANE STREET GROUP, LLC$271.5K1,7870.00%9q-83.7%-$1.4M
FLAGSHIP HARBOR ADVISORS, LLC$249.0K1,6390.01%6q+0.7%+$1.8K
Cullen/Frost Bankers, Inc.$235.4K1,5500.00%7q+0.9%+$2.1K
Empirical Asset Management, LLC$215.5K1,4190.05%9q-3.3%-$7.3K
Prospera Financial Services Inc$212.1K1,3960.00%newNEW
Golden State Wealth Management, LLC$174.9K1,1510.02%5q-39.5%-$114.0K
GLENMEDE TRUST CO NA$146.1K9620.00%5qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$128.3K8450.01%3q+0.7%
Ameritas Advisory Services, LLC$115.6K7610.00%newNEW
FMR LLC$102.8K6770.00%11q+35.4%+$26.9K
AE Wealth Management LLC$93.6K6160.00%6qHELD
UBS Group AG$67.6K4450.00%newNEW
Collier Financial$61.8K4070.04%6qHELD
BANK OF MONTREAL /CAN/$52.4K3450.00%16qHELD
Triumph Capital Management$16.3K1070.00%3q-52.2%-$17.8K
Aptus Capital Advisors, LLC$15.8K1040.00%3qHELD
Global Retirement Partners, LLC$8.4K550.00%14qHELD
BFSG, LLC$6.7K440.00%6qHELD
HARBOUR INVESTMENTS, INC.$6.7K440.00%20qHELD
FIDUCIARY FINANCIAL ADVISORS$5.0K330.00%newNEW
Cambridge Investment Research Advisors, Inc.$4.2K27,5240.00%14q+109.8%+$2.2K
THOROUGHBRED FINANCIAL SERVICES, LLC$1.2K7,9050.06%15qHELD
Capital Analysts, LLC$5743,7760.01%31qHELD
VANGUARD ADVISERS INC$45630.00%2qHELD
Farther Finance Advisors, LLC$30420.00%3qHELD
Thrivent Financial for Lutherans$2961,9470.00%3q-4.4%
HUNTINGTON NATIONAL BANK$15210.00%15qHELD
WELLS FARGO & COMPANY/MN$11110.00%9q-50.0%
HANTZ FINANCIAL SERVICES, INC.$9600.00%2qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202653$93.1M612,688519110.0%
Q1 202651$104.0M726,437317110.0%
Q4 202553$108.2M754,730716130.0%
Q3 202551$102.8M732,010613120.0%
Q2 202547$99.5M738,117514160.0%
Q1 202545$95.7M749,85681690.0%
Q4 202440$87.2M703,77361670.0%
Q3 202438$84.3M655,834213140.0%
Q2 202438$81.4M676,501101770.0%
Q1 202429$64.6M538,95151170.0%
Q4 202329$70.5M639,89141250.0%
Q3 202327$40.8M402,74761330.0%
Q2 202324$33.3M319,2754680.0%
Q1 202323$26.7M268,8775650.0%
Q4 202218$27.9M296,6594450.0%
Q3 202219$24.4M287,1714810.0%
Q2 202217$16.2M176,7371570.0%
Q1 202221$19.8M186,7983870.0%
Q4 202120$11.5M108,5101950.0%
Q3 202118$10.3M99,6322640.0%
Q2 202116$10.5M101,5681930.0%
Q1 202116$10.0M102,9901550.0%
Q4 202015$11.3M121,5740950.0%
Q3 202016$9.8M117,4921650.0%
Q2 202017$10.8M136,9415640.0%
Q1 202015$9.4M136,0733560.0%
Q4 201914$11.1M129,7942910.0%
Q3 201915$11.4M140,7742440.0%
Q2 201916$13.5M169,6463630.0%
Q1 201915$5.5M71,5734530.0%
Q4 201811$17.9M261,1820010.0%