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State Street SPDR MSCI World StrategicFactors ETF

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: 4448 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$35.3M -$1.04M -8,091 -3%
Raymond James Financial
2
Raymond James Financial
Florida
$13.3M +$4.95M +38,610 +59%
AssetMark Inc
3
AssetMark Inc
California
$4.88M +$52.1K +407 +1%
IP
4
Ignite Planners
California
$3.22M +$364K +2,839 +13%
SFC
5
SYM Financial Corp
Indiana
$3.04M -$7.81K -61 -0.3%
FWM
6
Fingerlakes Wealth Management
New York
$3.01M +$125K +979 +4%
Mariner
7
Mariner
Kansas
$3M +$868K +6,776 +40%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.77M -$266K -2,074 -9%
Citadel Advisors
9
Citadel Advisors
Florida
$2.74M +$2.75M +21,463 New
GWM
10
Geneos Wealth Management
Colorado
$2.65M +$1.29M +10,068 +94%
Jane Street
11
Jane Street
New York
$2.24M +$1.95M +15,251 +656%
MFG
12
Merit Financial Group
Georgia
$1.68M +$372K +2,907 +28%
AWA
13
ARQ Wealth Advisors
Arizona
$1.68M +$56.4K +440 +3%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$1.61M -$342K -2,668 -17%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.59M -$35.2K -275 -2%
SWP
16
Stratos Wealth Partners
Ohio
$1.56M +$126K +981 +9%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.41M -$4.04M -31,546 -74%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.29M -$912K -7,118 -41%
EAM
19
Empirical Asset Management
Massachusetts
$1.15M +$24.5K +191 +2%
APWA
20
Atlas Private Wealth Advisors
New Jersey
$1.09M +$41K +320 +4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.01M +$212K +1,653 +27%
PS
22
Principal Securities
Iowa
$920K
MP
23
McDonald Partners
Ohio
$814K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$751K +$753K +5,878 New
NEPWA
25
New England Private Wealth Advisors
Massachusetts
$734K

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.