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State Street SPDR MSCI World StrategicFactors ETF
QWLD

44 hedge funds and large institutions have $91.1M invested in State Street SPDR MSCI World StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

5% more funds holding

Funds holding: 42 → 44 (+2)

2% more capital invested

Capital invested by funds: $89.1M → $91.1M (+$1.99M)

0.92% more ownership

Funds ownership: 63.05% → 63.96% (+0.92%)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$4.61M
2
IAA
Independent Advisor Alliance
North Carolina
+$1.57M
3
MFG
Merit Financial Group
Georgia
+$1.31M
4
MP
McDonald Partners
Ohio
+$815K
5
Mariner
Mariner
Kansas
+$569K

Top Sellers

Rank Fund Capital Flow
1
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$1.45M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.22M
3
Jane Street
Jane Street
New York
-$734K
4
FEG
Financial Enhancement Group
Indiana
-$696K
5
FHA
Flagship Harbor Advisors
Massachusetts
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$35.3M +$388K +3,035 +1%
Raymond James Financial
2
Raymond James Financial
Florida
$8.08M +$8.34M +65,213 New
Osaic Holdings
3
Osaic Holdings
Arizona
$5.28M +$4.61M +36,054 +550%
AssetMark Inc
4
AssetMark Inc
California
$4.68M -$63.7K -498 -1%
SFC
5
SYM Financial Corp
Indiana
$2.96M +$21.6K +169 +0.7%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$2.94M -$15.5K -121 -0.5%
FWM
7
Fingerlakes Wealth Management
New York
$2.79M +$123K +964 +4%
IP
8
Ignite Planners
California
$2.78M +$131K +1,021 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.14M +$194K +1,521 +10%
Mariner
10
Mariner
Kansas
$2.07M +$569K +4,454 +36%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$2M +$296K +2,314 +17%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$1.89M +$767 +6 +0%
AWA
13
ARQ Wealth Advisors
Arizona
$1.57M +$464K +3,626 +40%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.57M +$7.16K +56 +0.4%
IAA
15
Independent Advisor Alliance
North Carolina
$1.52M +$1.57M +12,242 New
SWP
16
Stratos Wealth Partners
Ohio
$1.39M +$30.4K +238 +2%
GWM
17
Geneos Wealth Management
Colorado
$1.33M -$73.6K -576 -5%
MFG
18
Merit Financial Group
Georgia
$1.27M +$1.31M +10,259 New
EAM
19
Empirical Asset Management
Massachusetts
$1.09M -$45.9K -359 -4%
APWA
20
Atlas Private Wealth Advisors
New Jersey
$1.02M +$38.4K +300 +4%
PS
21
Principal Securities
Iowa
$920K -$18.7K -146 -2%
MP
22
McDonald Partners
Ohio
$790K +$815K +6,375 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$772K +$160K +1,250 +25%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$712K +$2.04K +16 +0.3%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$539K – – –
1
2

QWLD Hedge Fund Activity: Q4 2024 in Review

44 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q4 2024, worth a combined $91.1M — up 2.2% from $89.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QWLD positions and 5 closed out — a net gain of 4 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.61M. The largest seller was Zimmermann Investment Management & Planning, exiting entirely with an estimated $1.45M sold.

  • 44 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q4 2024, up from 42 in Q3 2024.
  • Funds reported $91.1M of State Street SPDR MSCI World StrategicFactors ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q4 2024 and 5 closed out, a net change of +4 holders.
  • The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q4 2024 was Osaic Holdings, an estimated $4.61M added.
  • The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q4 2024 was Zimmermann Investment Management & Planning, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2024.