Who Owns SPDR INDEX SHS FDS (QWLD)? -- Institutional Holders (2026-03-31)

62 institutions reported holding $108.1M of SPDR INDEX SHS FDS (QWLD) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($44.4M), Steward Partners Investment Advisory, LLC ($9.5M), OSAIC HOLDINGS, INC. ($6.2M), RAYMOND JAMES FINANCIAL INC ($5.4M), ASSETMARK, INC ($5.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$44.4M310,449Trimmed
2Steward Partners Investment Advisory, LLC$9.5M66,299Added
3OSAIC HOLDINGS, INC.$6.2M43,027Added
4RAYMOND JAMES FINANCIAL INC$5.4M37,715Trimmed
5ASSETMARK, INC$5.2M36,045Added
6Fingerlakes Wealth Management, Inc.$4.4M31,060Added
7SYM FINANCIAL Corp$3.4M23,465Trimmed
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.3M22,704Trimmed
9Stratos Wealth Partners, LTD.$3.0M20,648Added
10Wealthcare Advisory Partners LLC$2.2M15,386Trimmed
11Cambridge Investment Research Advisors, Inc.$1.9M13,120Added
12CITADEL ADVISORS LLC$1.9M12,987Trimmed
13JANE STREET GROUP, LLC$1.6M10,934Added
14Geneos Wealth Management Inc.$1.5M10,749Trimmed
15Cetera Investment Advisers$1.2M8,389Trimmed
16THOROUGHBRED FINANCIAL SERVICES, LLC$1.1M7,938Added
17Palatine Hill Wealth Management, LLC$1.0M7,133Added
18MCDONALD PARTNERS LLC$949,7256,635Added
19New England Private Wealth Advisors LLC$828,0085,785Hold
20Atlas Private Wealth Advisors$741,3125,179Added
21ENVESTNET ASSET MANAGEMENT INC$699,6644,888Added
22Focus Partners Wealth$624,0144,359Hold
23First Heartland Consultants, Inc.$622,7964,351Added
24Perigon Wealth Management, LLC$558,5173,902Added
25GATEWAY INVESTMENT ADVISERS LLC$547,5053,825New

Source: SEC Form 13F filings · as of 2026-03-31