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DaveManuel.com · Institutional Ownership · Who Owns It

SPDR INDEX SHS FDS (QWLD)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

58
Reporting holders
$99.4M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

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
Cambridge Investment Research Advisors, Inc.$4.2M27,5240.00%14q+109.8%+$2.2M
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
THOROUGHBRED FINANCIAL SERVICES, LLC$1.2M7,9050.06%15qHELD
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
Capital Analysts, LLC$574.0K3,7760.01%31qHELD
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$342.2K2,2530.00%4qHELD
Thrivent Financial for Lutherans$296.0K1,9470.00%3q-4.4%-$13.5K
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
HANTZ FINANCIAL SERVICES, INC.$9.0K600.00%2qHELD
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
VANGUARD ADVISERS INC$45630.00%2qHELD
Farther Finance Advisors, LLC$30420.00%3qHELD
HUNTINGTON NATIONAL BANK$15210.00%15qHELD
WELLS FARGO & COMPANY/MN$11110.00%9qHELD

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
Q3 202613$20.6M133,0920230.0%
Q2 202658$99.4M653,718519110.0%
Q1 202656$108.0M754,533417120.0%
Q4 202557$112.0M781,337819130.0%
Q3 202554$106.1M755,724613130.0%
Q2 202552$103.8M770,144716160.0%
Q1 202548$98.3M769,935817100.0%
Q4 202444$91.7M739,91661880.0%
Q3 202443$89.1M693,495215150.0%
Q2 202443$86.2M715,839101980.0%
Q1 202435$70.3M586,11261480.0%
Q4 202334$74.5M676,07241550.0%
Q3 202332$43.8M432,42661640.0%
Q2 202328$35.6M341,27341080.0%
Q1 202327$28.2M283,9597650.0%
Q4 202221$28.5M302,8515450.0%
Q3 202219$366.2M4,310,1444810.0%
Q2 202217$348.1M3,813,0971570.0%
Q1 202221$458.5M4,333,6473870.0%
Q4 202120$550.8M4,995,6181950.0%
Q3 202118$700.7M6,780,9442640.0%
Q2 202116$317.3M3,065,6011930.0%
Q1 202116$274.4M2,819,2711550.0%
Q4 202015$162.7M1,758,9350950.0%
Q3 202016$115.6M1,382,2261650.0%
Q2 202017$104.5M1,321,7555640.0%
Q1 202015$20.7M299,9093560.0%
Q4 201914$142.3M1,663,2592910.0%
Q3 201915$104.1M1,288,6252440.0%
Q2 201916$168.4M2,118,6953630.0%
Q1 201915$112.8M1,463,1804530.0%
Q4 201811$17.9M261,1820010.0%