SPDR INDEX SHS FDS QWLD
MSCI WRLD STRGIC · ETP · CUSIP 78463X418
28
institutional holders
+6 vs Q4 2022
284.0k
shares reported held*
$28.2mreported value*
7 new
6 added
6 reduced
1 sold out
net sold ≈ $1.9m (-18.9k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $99.46.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 23 |
| Q4 2022 | 22 |
| Q1 2023 | 28 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 10 | 9 |
| Q1 2023 | 13 | 7 |
Biggest buyers
| Raymond James Financial Services Advisors, Inc. | New | +16.1k |
| Wealthcare Advisory Partners LLC | Added | +7.0k |
| SYM FINANCIAL Corp | Added | +6.8k |
| OLD MISSION CAPITAL LLC | New | +6.1k |
| Thrivent Financial for Lutherans | New | +6.0k |
| Cambridge Investment Research Advisors, Inc. | New | +3.0k |
| BANK OF MONTREAL /CAN/ | Added | +2.7k |
| CITADEL ADVISORS LLC | New | +2.6k |
| First Heartland Consultants, Inc. | New | +2.2k |
| Atlas Private Wealth Advisors | New | +2.1k |
Biggest sellers
| JANE STREET GROUP, LLC | Reduced | -48.5k |
| FLAGSHIP HARBOR ADVISORS, LLC | Reduced | -20.0k |
| Stratos Wealth Partners, LTD. | Reduced | -4.3k |
| LPL Financial LLC | Reduced | -2.3k |
| Geneos Wealth Management Inc. | Reduced | -168 |
| IFP Advisors, Inc | Sold out | -48 |
| OSAIC HOLDINGS, INC. | Reduced | -10 |
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| LPL Financial LLC 0.01% of their portfolio | 83.8k $8.3m | Reduced -2.3k |
| Wealthcare Advisory Partners LLC 0.17% of their portfolio | 39.8k $4.0m | Added +7.0k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 38.7k $3.8m | Reduced -48.5k |
| SYM FINANCIAL Corp 0.49% of their portfolio | 22.4k $2.2m | Added +6.8k |
| Fingerlakes Wealth Management, Inc. 2.04% of their portfolio | 16.4k $1.6m | Added +1.7k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 16.1k $1.6m | New |
| Geneos Wealth Management Inc. 0.07% of their portfolio | 12.0k $1.2m | Reduced -168 |
| Financial Enhancement Group LLC 0.14% of their portfolio | 6.9k $695.9k | Added +46 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 6.2k $614.0k | Reduced -10 |
| OLD MISSION CAPITAL LLC 0.02% of their portfolio | 6.1k $608.0k | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 6.0k $595.0k | New |
| New England Private Wealth Advisors LLC 0.08% of their portfolio | 4.0k $400.7k | Unchanged |
| Capital Analysts, LLC 0.02% of their portfolio | 3.8k $378.0k | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 3.0k $302.1k | Added +2.7k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 3.0k $294.0k | New |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 2.9k $286.3k | Reduced -4.3k |
| FLAGSHIP HARBOR ADVISORS, LLC 0.03% of their portfolio | 2.8k $282.4k | Reduced -20.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 2.6k $262.6k | New |
| THOROUGHBRED FINANCIAL SERVICES, LLC 0.03% of their portfolio | 2.3k $232.0k | Unchanged |
| First Heartland Consultants, Inc. 0.03% of their portfolio | 2.2k $219.4k | New |
| Atlas Private Wealth Advisors 0.10% of their portfolio | 2.1k $208.6k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 474 $47.1k | Added +5 |
| Belpointe Asset Management LLC 0.00% of their portfolio | 100 $9.9k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 94 $9.0k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 55 $5.5k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 44 $4.4k | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $99 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |