Who Owns SPDR (QWLD)? -- Institutional Holders (2026-06-30)

62 institutions reported holding $97.3M of SPDR (QWLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($26.5M), Steward Partners Investment Advisory, LLC ($10.1M), OSAIC HOLDINGS, INC. ($7.3M), ASSETMARK, INC ($7.0M), RAYMOND JAMES FINANCIAL INC ($6.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$26.5M174,372Trimmed
2Steward Partners Investment Advisory, LLC$10.1M66,302Added
3OSAIC HOLDINGS, INC.$7.3M47,824Added
4ASSETMARK, INC$7.0M46,047Added
5RAYMOND JAMES FINANCIAL INC$6.0M39,631Added
6Fingerlakes Wealth Management, Inc.$5.1M33,473Added
7SYM FINANCIAL Corp$3.6M23,518Added
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.5M22,457Trimmed
9Stratos Wealth Partners, LTD.$3.4M22,091Added
10MORGAN STANLEY$3.3M21,627Added
11Wealthcare Advisory Partners LLC$2.1M14,120Trimmed
12Cambridge Investment Research Advisors, Inc.$2.1M13,762Added
13Geneos Wealth Management Inc.$1.6M10,792Added
14THOROUGHBRED FINANCIAL SERVICES, LLC$1.2M7,905Trimmed
15Palatine Hill Wealth Management, LLC$1.2M7,688Added
16Cetera Investment Advisers$1.2M7,587Trimmed
17MCDONALD PARTNERS LLC$1.0M6,635Hold
18New England Private Wealth Advisors LLC$886,5145,800Added
19ENVESTNET ASSET MANAGEMENT INC$802,3855,282Added
20Atlas Private Wealth Advisors$796,9465,246Added
21First Heartland Consultants, Inc.$682,3784,492Added
22Perigon Wealth Management, LLC$670,2244,412Added
23GATEWAY INVESTMENT ADVISERS LLC$581,0663,825Hold
24Capital Analysts, LLC$574,0003,776Added
25CITADEL ADVISORS LLC$553,5703,644Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30