State Street SPDR MSCI WorldQWLDETF
13F holders, Q1 2024 (March 31)34holders
$119.88avg. 13F price*
At the end of Q1 2024, 34 institutions reported holding State Street SPDR MSCI World (QWLD) in their 13F filings. The largest holders were LPL Financial LLC ($31.1M), Raymond James Financial Services Advisors, Inc. ($6.3M) and Wealth Enhancement Advisory Services, LLC ($3.8M).
- Company
- State Street SPDR MSCI World
- Filed as
- SPDR INDEX SHS FDS (Q1 2024)
- CUSIP
- 78463X418
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $6.1M |
| Exits | 5 | $21.0M |
Ownership 34 holders
| LPL Financial LLC | 0.02% | Add +16.8% | 259,229 | $31.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +255.7% | 52,879 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.4% | 31,996 | $3.8M |
| SYM FINANCIAL Corp | 0.45% | Add +0.8% | 22,825 | $2.7M |
| Idaho Trust Co | 2.27% | New | 19,593 | $2.3M |
| Fingerlakes Wealth Management, Inc. | 2.27% | Add +2.4% | 19,593 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -47.9% | 16,976 | $2.0M |
| Ignite Planners, LLC | 0.57% | Add +37.3% | 16,881 | $2.0M |
| Zimmermann Investment Management & Planning LLC | 0.72% | New | 16,627 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.9% | 16,159 | $1.9M |
| Raymond James & Associates | 0.00% | Add +3.4% | 12,778 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +65.3% | 12,283 | $1.5M |
| Geneos Wealth Management Inc. | 0.07% | Add +3.1% | 11,909 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -31.6% | 11,440 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +10.1% | 10,989 | $1.3M |
| Flow Traders U.S. LLC | 0.06% | New | 9,936 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +27.6% | 9,094 | $1.1M |
| Financial Enhancement Group LLC | 0.08% | Reduce -38.7% | 4,280 | $497K |
| New England Private Wealth Advisors LLC | 0.09% | No change | 4,062 | $485K |
| Capital Analysts, LLC | 0.02% | No change | 3,842 | $461K |
| Atlas Private Wealth Advisors | 0.15% | Reduce -38.8% | 3,702 | $444K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +15.2% | 3,405 | $408K |
| Cetera Investment Advisers | 0.00% | Add +60.1% | 3,110 | $373K |
| First Heartland Consultants, Inc. | 0.04% | Add +26.7% | 2,830 | $339K |
| HighTower Advisors, LLC | 0.00% | New | 2,809 | $337K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 2,050 | $246K |
| IFP Advisors, Inc | 0.01% | No change | 1,997 | $239K |
| Principal Securities, Inc. | 0.01% | Reduce -3.5% | 1,848 | $222K |
| Bank of America Corp. | 0.00% | Add +3.7% | 425 | $51K |
| Bank of Montreal | 0.00% | Reduce -97.3% | 345 | $41K |
| FMR LLC | 0.00% | No change | 102 | $12K |
| Global Retirement Partners, LLC | 0.00% | No change | 55 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 44 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 18 | $2K |
"% of holder's portfolio" is QWLD's weight in each manager's 13F, not the share of State Street SPDR MSCI World the manager owns.