State Street SPDR MSCI WorldQWLDETF

13F holders, Q3 2024 (September 30)
42holders +1
3new positions
2sold out
1famous investor
$128.51avg. 13F price*

At the end of Q3 2024, 42 institutions reported holding State Street SPDR MSCI World (QWLD) in their 13F filings, up 1 from Q2 2024. 3 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($36.3M), Raymond James Financial Services Advisors, Inc. ($6.9M) and Assetmark, Inc. ($4.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
State Street SPDR MSCI World
Filed as
SPDR INDEX SHS FDS (Q3 2024)
CUSIP
78463X418
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 34Q1 2024Q2 2024: 41Q2 2024Q3 2024: 42Q3 2024Q4 2024: 44Q4 2024Q1 2025: 48Q1 2025Q2 2025: 51Q2 2025Q3 2025: 53Q3 2025Q4 2025: 56Q4 2025Q1 2026: 55Q1 2026Q2 2026: 57Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions3$1.7M
Exits2$103K

All 13F filers, Q2 2024 → Q3 2024: 92,308 shares bought and 114,650 shares sold, net −22,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

LPL Financial LLC 0.02% Add +17.7% 281,629 $36.3M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -1.5% 53,352 $6.9M
Assetmark, Inc. 0.01% Add +0.3% 38,272 $4.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -19.8% 23,893 $3.1M
SYM FINANCIAL Corp 0.41% Add +5.3% 23,721 $3.1M
Raymond James & Associates 0.00% Add +72.7% 23,130 $3.0M
Fingerlakes Wealth Management, Inc. 2.31% Reduce -2.7% 21,597 $2.8M
Ignite Planners, LLC 0.63% Add +11.6% 21,323 $2.7M
Envestnet Asset Management Inc. 0.00% Add +10.3% 15,725 $2.0M
Wealthcare Advisory Partners LLC 0.06% Reduce -8.2% 15,278 $2.0M
Thrivent Financial for Lutherans 0.00% Add +3.7% 13,865 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -19.9% 12,644 $1.6M
Mariner, LLC 0.00% Add +509.2% 12,288 $1.6M
Geneos Wealth Management Inc. 0.06% Reduce -3.1% 11,276 $1.5M
Zimmermann Investment Management & Planning LLC 0.45% Reduce -54.3% 11,263 $1.5M
Stratos Wealth Partners, LTD. 0.02% Reduce -5.0% 11,019 $1.4M
Citadel Advisors 0.00% Reduce -77.5% 9,434 $1.2M
Empirical Asset Management, LLC 0.42% Add +182.0% 9,148 $1.2M
Arq Wealth Advisors, LLC 0.44% New 9,084 $1.2M
Jane Street Group, LLC 0.00% Reduce -83.7% 8,069 $1.0M
Atlas Private Wealth Advisors 0.15% Add +3.4% 7,934 $1.0M
Principal Securities, Inc. 0.02% Add +14.1% 7,576 $976K
Osaic Holdings, Inc. 0.00% Reduce -20.7% 6,554 $844K
New England Private Wealth Advisors LLC 0.12% Add +16.4% 5,735 $739K
Financial Enhancement Group LLC 0.14% Add +41.3% 6,909 $696K
Cetera Investment Advisers 0.00% Add +2.0% 4,986 $642K
Focus Partners Wealth 0.00% New 4,353 $561K
Perigon Wealth Management, LLC 0.01% Reduce -2.2% 4,187 $539K
First Heartland Consultants, Inc. 0.05% Add +33.0% 3,889 $501K
Capital Analysts, LLC 0.02% No change 3,858 $497K
Thoroughbred Financial Services, LLC 0.03% No change 3,405 $438K
HighTower Advisors, LLC 0.00% No change 2,959 $381K
IFP Advisors, Inc 0.01% No change 1,997 $257K
Flagship Harbor Advisors, LLC 0.01% Reduce -22.9% 1,590 $205K
UBS Group AG 0.00% Reduce -88.3% 704 $91K
Bank of Montreal 0.00% Reduce -94.6% 345 $44K
Morgan Stanley 0.00% No change 148 $19K
Bank of America Corp. 0.00% Add +10.8% 144 $19K
FMR LLC 0.00% No change 112 $14K
Global Retirement Partners, LLC 0.00% No change 55 $7K
Harbour Investments, Inc. 0.00% No change 44 $6K
Cwm, LLC 0.00% New 2 $0

"% 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.