State Street SPDR MSCI WorldQWLDETF

13F holders, Q4 2024 (December 31)
44holders +2
6new positions
4sold out
$123.87avg. 13F price*

At the end of Q4 2024, 44 institutions reported holding State Street SPDR MSCI World (QWLD) in their 13F filings, up 2 from Q3 2024. 6 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($35.3M), Raymond James Financial Inc. ($8.1M) and Osaic Holdings, Inc. ($5.3M).

Company
State Street SPDR MSCI World
Filed as
SPDR INDEX SHS FDS (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions6$4.3M
Exits4$2.2M

All 13F filers, Q3 2024 → Q4 2024: 90,447 shares bought and 26,254 shares sold, net +64,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 44 holders

LPL Financial LLC 0.01% Add +1.1% 284,664 $35.3M
Raymond James Financial Inc. 0.00% — 65,213 $8.1M
Osaic Holdings, Inc. 0.01% Add +550.1% 42,608 $5.3M
Assetmark, Inc. 0.01% Reduce -1.3% 37,774 $4.7M
SYM FINANCIAL Corp 0.38% Add +0.7% 23,890 $3.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.5% 23,772 $2.9M
Fingerlakes Wealth Management, Inc. 2.26% Add +4.5% 22,561 $2.8M
Ignite Planners, LLC 0.61% Add +4.8% 22,344 $2.8M
Envestnet Asset Management Inc. 0.00% Add +9.7% 17,246 $2.1M
Mariner, LLC 0.00% Add +36.3% 16,742 $2.1M
Thrivent Financial for Lutherans 0.00% Add +16.7% 16,179 $2.0M
Wealthcare Advisory Partners LLC 0.05% Add +0.0% 15,284 $1.9M
Arq Wealth Advisors, LLC 0.60% Add +39.9% 12,710 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.4% 12,700 $1.6M
Independent Advisor Alliance 0.02% New 12,242 $1.5M
Stratos Wealth Partners, LTD. 0.02% Add +2.2% 11,257 $1.4M
Geneos Wealth Management Inc. 0.05% Reduce -5.1% 10,700 $1.3M
Merit Financial Group, LLC 0.02% New 10,259 $1.3M
Empirical Asset Management, LLC 0.36% Reduce -3.9% 8,789 $1.1M
Atlas Private Wealth Advisors 0.14% Add +3.8% 8,234 $1.0M
Principal Securities, Inc. 0.02% Reduce -1.9% 7,430 $920K
McDonald Partners LLC 0.20% New 6,375 $790K
Cetera Investment Advisers 0.00% Add +25.1% 6,236 $772K
New England Private Wealth Advisors LLC 0.11% Add +0.3% 5,751 $712K
Focus Partners Wealth 0.00% No change 4,353 $539K
Perigon Wealth Management, LLC 0.01% Reduce -0.8% 4,155 $519K
First Heartland Consultants, Inc. 0.05% Add +2.4% 3,984 $493K
Capital Analysts, LLC 0.02% Reduce -3.6% 3,718 $460K
Goldman Sachs Group Inc. 0.00% New 3,632 $450K
Thoroughbred Financial Services, LLC 0.03% Add +4.1% 3,546 $439K
HighTower Advisors, LLC 0.00% Add +0.0% 2,960 $367K
Jane Street Group, LLC 0.00% Reduce -71.2% 2,324 $288K
IFP Advisors, Inc 0.01% No change 1,997 $247K
Cullen/Frost Bankers, Inc. 0.00% New 1,135 $141K
Glenmede Trust Co. NA 0.00% New 990 $123K
Morgan Stanley 0.00% Add +192.6% 433 $54K
Collier Financial 0.04% — 407 $50K
Bank of Montreal 0.00% No change 345 $43K
FMR LLC 0.00% Add +194.6% 330 $41K
Bank of America Corp. 0.00% Add +34.0% 193 $24K
Global Retirement Partners, LLC 0.00% No change 55 $7K
Harbour Investments, Inc. 0.00% No change 44 $5K
Wells Fargo & Company 0.00% Add +0.0% 1 $66
Cwm, LLC 0.00% No change 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.