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State Street SPDR MSCI World StrategicFactors ETF
QWLD

48 hedge funds and large institutions have $98.3M invested in State Street SPDR MSCI World StrategicFactors ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

9% more funds holding

Funds holding: 44 → 48 (+4)

8% more capital invested

Capital invested by funds: $91.1M → $98.3M (+$7.18M)

1.37% less ownership

Funds ownership: 63.96% → 62.6% (-1.4%)

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$4.95M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.75M
3
Jane Street
Jane Street
New York
+$1.95M
4
GWM
Geneos Wealth Management
Colorado
+$1.29M
5
Mariner
Mariner
Kansas
+$868K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$4.04M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2M
3
IAA
Independent Advisor Alliance
North Carolina
-$1.52M
4
LPL Financial
LPL Financial
California
-$1.04M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$912K
Name Holding Trade Value Shares
Change 		Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$556K – – –
PWM
27
Perigon Wealth Management
California
$514K -$16.3K -127 -3%
TFS
28
Thoroughbred Financial Services
Tennessee
$502K +$50K +390 +11%
FHC
29
First Heartland Consultants
Missouri
$478K -$30.4K -237 -6%
CAL
30
Capital Analysts LLC
Pennsylvania
$475K – – –
HighTower Advisors
31
HighTower Advisors
Illinois
$417K +$39.1K +305 +10%
VA
32
VestGen Advisors
Illinois
$408K +$409K +3,192 New
WH
33
Willner & Heller
California
$389K +$391K +3,050 New
UBS Group
34
UBS Group
Switzerland
$329K +$330K +2,577 New
FHA
35
Flagship Harbor Advisors
Massachusetts
$205K +$205K +1,602 New
CFB
36
Cullen/Frost Bankers
Texas
$164K +$19.6K +153 +13%
GT
37
Glenmede Trust
Pennsylvania
$123K -$3.59K -28 -3%
Morgan Stanley
38
Morgan Stanley
New York
$55.3K – – –
CF
39
Collier Financial
Colorado
$51.9K – – –
AWM
40
AE Wealth Management
Kansas
$45.3K +$45.5K +355 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$44.1K – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$42.1K – – –
Bank of America
43
Bank of America
North Carolina
$33.7K +$9.09K +71 +37%
GWSG
44
GPS Wealth Strategies Group
Colorado
$25.5K +$25.6K +200 New
HI
45
Harbour Investments
Wisconsin
$5.62K – – –
BL
46
BFSG LLC
California
$5.62K +$5.64K +44 New
HNB
47
Huntington National Bank
Ohio
$128 – – –
Wells Fargo
48
Wells Fargo
California
$68 – – –
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
– -$2M -16,179 Closed
IAA
50
Independent Advisor Alliance
North Carolina
– -$1.52M -12,242 Closed
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QWLD Hedge Fund Activity: Q1 2025 in Review

48 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q1 2025, worth a combined $98.3M — up 7.9% from $91.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QWLD positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $4.95M. The largest seller was Osaic Holdings, cutting an estimated $4.04M.

  • 48 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q1 2025, up from 44 in Q4 2024.
  • Funds reported $98.3M of State Street SPDR MSCI World StrategicFactors ETF stock for Q1 2025, up 7.9% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q1 2025 and 4 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q1 2025 was Raymond James Financial, an estimated $4.95M added.
  • The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q1 2025 was Osaic Holdings, an estimated $4.04M sold.

Based on aggregated 13F filings for Q1 2025.