State Street SPDR MSCI WorldQWLDETF

13F holders, Q1 2025 (March 31)
48holders +4
8new positions
4sold out
1famous investor
$127.67avg. 13F price*

At the end of Q1 2025, 48 institutions reported holding State Street SPDR MSCI World (QWLD) in their 13F filings, up 4 from Q4 2024. 8 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($35.3M), Raymond James Financial Inc. ($13.3M) 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions8$4.5M
Exits4$4.2M

All 13F filers, Q4 2024 → Q1 2025: 107,442 shares bought and 86,689 shares sold, net +20,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 48 holders

LPL Financial LLC 0.01% Reduce -2.8% 276,573 $35.3M
Raymond James Financial Inc. 0.01% Add +59.2% 103,823 $13.3M
Assetmark, Inc. 0.01% Add +1.1% 38,181 $4.9M
Ignite Planners, LLC 0.63% Add +12.7% 25,183 $3.2M
SYM FINANCIAL Corp 0.37% Reduce -0.3% 23,829 $3.0M
Fingerlakes Wealth Management, Inc. 2.56% Add +4.3% 23,540 $3.0M
Mariner, LLC 0.01% Add +40.5% 23,518 $3.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -8.7% 21,698 $2.8M
Citadel Advisors 0.00% New 21,463 $2.7M
Jane Street Group, LLC 0.00% Add +656.2% 17,575 $2.2M
Merit Financial Group, LLC 0.03% Add +28.3% 13,166 $1.7M
Arq Wealth Advisors, LLC 0.62% Add +3.5% 13,150 $1.7M
Wealthcare Advisory Partners LLC 0.04% Reduce -17.5% 12,616 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.2% 12,425 $1.6M
Stratos Wealth Partners, LTD. 0.02% Add +8.7% 12,238 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -74.0% 11,062 $1.4M
Geneos Wealth Management Inc. 0.04% Reduce -3.9% 10,286 $1.3M
Envestnet Asset Management Inc. 0.00% Reduce -41.3% 10,128 $1.3M
Empirical Asset Management, LLC 0.39% Add +2.2% 8,980 $1.1M
Atlas Private Wealth Advisors 0.15% Add +3.9% 8,554 $1.1M
Cetera Investment Advisers 0.00% Add +26.5% 7,889 $1.0M
Principal Securities, Inc. 0.02% No change 7,430 $920K
McDonald Partners LLC 0.21% No change 6,375 $814K
Susquehanna International Group, LLP 0.00% New 5,878 $751K
New England Private Wealth Advisors LLC 0.11% No change 5,751 $734K
Focus Partners Wealth 0.00% No change 4,353 $556K
Perigon Wealth Management, LLC 0.01% Reduce -3.1% 4,028 $514K
Thoroughbred Financial Services, LLC 0.03% Add +11.0% 3,936 $502K
First Heartland Consultants, Inc. 0.05% Reduce -6.0% 3,747 $478K
Capital Analysts, LLC 0.02% No change 3,718 $475K
HighTower Advisors, LLC 0.00% Add +10.3% 3,265 $417K
VestGen Advisors, LLC 0.02% — 3,192 $408K
Willner & Heller, LLC 0.36% New 3,050 $389K
UBS Group AG 0.00% New 2,577 $329K
Flagship Harbor Advisors, LLC 0.01% New 1,602 $205K
Cullen/Frost Bankers, Inc. 0.00% Add +13.5% 1,288 $164K
Glenmede Trust Co. NA 0.00% Reduce -2.8% 962 $123K
Morgan Stanley 0.00% No change 433 $55K
Collier Financial 0.04% No change 407 $52K
AE Wealth Management LLC 0.00% New 355 $45K
Bank of Montreal 0.00% No change 345 $44K
FMR LLC 0.00% No change 330 $42K
Bank of America Corp. 0.00% Add +36.8% 264 $34K
GPS Wealth Strategies Group, LLC 0.00% New 200 $26K
Bfsg, LLC 0.00% New 44 $6K
Harbour Investments, Inc. 0.00% No change 44 $6K
Wells Fargo & Company 0.00% No change 1 $68
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.