QWLD - SPDR Index Shares Funds - SPDR MSCI World StrategicFactors ETF Stock - Stock Price, Institutional Ownership, Shareholders (ARCA)

SPDR Index Shares Funds - SPDR MSCI World StrategicFactors ETF
US ˙ ARCA

Basic Stats
Institutional Owners 54 total, 54 long only, 0 short only, 0 long/short - change of 9.80% MRQ
Average Portfolio Allocation 0.1177 % - change of -10.19% MRQ
Institutional Shares (Long) 807,594 (ex 13D/G) - change of 0.01MM shares 1.24% MRQ
Institutional Value (Long) $ 104,488 USD ($1000)
Institutional Ownership and Shareholders

SPDR Index Shares Funds - SPDR MSCI World StrategicFactors ETF (US:QWLD) has 54 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 807,594 shares. Largest shareholders include LPL Financial LLC, Raymond James Financial Inc, GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares, Assetmark, Inc, Mariner, LLC, Fingerlakes Wealth Management, Inc., SYM FINANCIAL Corp, Wealth Enhancement Advisory Services, Llc, Arq Wealth Advisors, Llc, and Wealthcare Advisory Partners LLC .

SPDR Index Shares Funds - SPDR MSCI World StrategicFactors ETF (ARCA:QWLD) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 5, 2025 is 138.19 / share. Previously, on September 6, 2024, the share price was 123.97 / share. This represents an increase of 11.47% over that period.

QWLD / SPDR Index Shares Funds - SPDR MSCI World StrategicFactors ETF Institutional Ownership
Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

Institutional Put/Call Ratio

In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.

QWLD / SPDR Index Shares Funds - SPDR MSCI World StrategicFactors ETF Historical Put/Call Ratio
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-08-13 13F VestGen Advisors, LLC 2,990 -6.33 403 -0.98
2025-05-15 13F Glenmede Trust Co Na 962 -2.83 123 0.00
2025-08-14 13F Citadel Advisors Llc 9,836 -54.17 1,327 -51.61
2025-07-21 13F Ameritas Advisory Services, LLC 711 96
2025-07-30 13F Fingerlakes Wealth Management, Inc. 26,849 14.06 3,621 20.50
2025-08-14 13F Mariner, LLC 29,098 23.73 3,925 30.67
2025-08-14 13F Wells Fargo & Company/mn 0 -100.00 0
2025-08-06 13F Golden State Wealth Management, LLC 8,614 1,162
2025-08-11 13F Private Advisor Group, LLC 1,840 248
2025-08-14 13F Colony Group, LLC 4,353 0.00 587 5.77
2025-08-28 NP GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 36,077 -5.51 4,866 -0.21
2025-07-28 13F Harbour Investments, Inc. 44 0.00 6 0.00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 12,405 -0.16 2 0.00
2025-08-18 13F Geneos Wealth Management Inc. 10,645 3.49 1,436 9.29
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 21,676 -0.10 2,937 5.99
2025-08-06 13F Prospera Financial Services Inc 6,497 876
2025-08-14 13F Bank Of America Corp /de/ 321 21.59 43 30.30
2025-08-12 13F Mcdonald Partners Llc 6,375 0.00 860 5.53
2025-08-04 13F Flagship Harbor Advisors, Llc 1,614 0.75 218 6.37
2025-04-15 13F Collier Financial 407 0.00 52 2.00
2025-09-04 13F/A Advisor Group Holdings, Inc. 10,873 -1.71 1,467 3.82
2025-07-30 13F Cullen/frost Bankers, Inc. 1,280 -0.62 173 4.88
2025-07-15 13F Bfsg, Llc 44 0.00 6 0.00
2025-08-14 13F Raymond James Financial Inc 81,855 -21.16 11,040 -16.72
2025-08-08 13F Cetera Investment Advisers 9,727 23.30 1,312 30.19
2025-08-14 13F UBS Group AG 0 -100.00 0
2025-08-14 13F Fmr Llc 330 0.00 45 4.76
2025-08-12 13F Global Retirement Partners, LLC 55 0.00 7 16.67
2025-08-12 13F LPL Financial LLC 324,766 17.43 43,803 24.03
2025-08-06 13F AE Wealth Management LLC 610 71.83 82 82.22
2025-08-14 13F Mml Investors Services, Llc 1,848 0
2025-08-15 13F Morgan Stanley 284 -34.41 38 -30.91
2025-08-07 13F New England Private Wealth Advisors LLC 5,767 0.28 775 5.59
2025-08-08 13F/A Ignite Planners, LLC 1,939 -92.30 259 -91.96
2025-07-25 13F Cwm, Llc 0 -100.00 0
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-05-09 13F Goldman Sachs Group Inc 0 -100.00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 12,650 0.27 1,706 5.90
2025-08-15 13F First Heartland Consultants, Inc. 3,649 -2.62 492 2.93
2025-08-12 13F Proequities, Inc. 0 0
2025-08-05 13F Simplex Trading, Llc 5 0
2025-08-08 13F Thoroughbred Financial Services, Llc 7,977 102.67 1
2025-08-05 13F Atlas Private Wealth Advisors 9,334 9.12 1,259 15.20
2025-07-15 13F Aspire Capital Advisors LLC 6,688 902
2025-08-18 13F Arq Wealth Advisors, Llc 13,150 0.00 1,679 0.00
2025-08-26 13F/A Thrivent Financial For Lutherans 6,060 1
2025-08-04 13F Assetmark, Inc 36,057 -5.56 4,863 -0.25
2025-08-14 13F Susquehanna International Group, Llp 0 -100.00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 0 -100.00 0
2025-07-29 13F Empirical Asset Management, LLC 9,125 1.61 1,231 7.33
2025-08-01 13F SYM FINANCIAL Corp 23,600 -0.96 3,183 4.64
2025-08-01 13F Envestnet Asset Management Inc 10,814 6.77 1,459 12.76
2025-08-14 13F Jane Street Group, Llc 5,939 -66.21 801 -64.30
2025-05-05 13F IFP Advisors, Inc 0 -100.00 0
2025-08-13 13F Capital Analysts, Inc. 3,737 0.51 1
2025-07-22 13F Willner & Heller, Llc 3,171 3.97 428 9.77
2025-07-16 13F Perigon Wealth Management, LLC 4,004 -0.60 540 5.06
2025-07-29 13F Stratos Wealth Partners, LTD. 12,560 2.63 1,694 8.45
2025-08-11 13F Principal Securities, Inc. 3,039 -59.10 410 -55.54
2025-08-05 13F Bank Of Montreal /can/ 745 115.94 100 127.27
2025-07-22 13F Merit Financial Group, LLC 10,341 -21.46 1,395 -17.07
2025-08-14 13F Glenmede Investment Management, LP 962 130
2025-08-05 13F Huntington National Bank 0
2025-08-11 13F HighTower Advisors, LLC 3,295 0.92 444 6.73
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