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State Street Spdr Msci World (QWLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares44,775 from 46,047
Change-1,272 (-3%)
Value$6.9M (-$93.2K)
Filed 2026-10-21
Fingerlakes Wealth Management, Inc.
INCREASED
Shares36,174 from 33,473
Change+2,701 (+8%)
Value$5.6M (+$491.0K)
Filed 2026-11-04
SYM Financial Corp
DECREASED
Shares23,406 from 23,518
Change-112 (0%)
Value$3.6M (+$35.3K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares22,186 from 22,457
Change-271 (-1%)
Value$3.5M (+$2.4K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
DECREASED
Shares13,733 from 14,120
Change-387 (-3%)
Value$2.1M (-$28.1K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares12,450 from 13,762
Change-1,312 (-10%)
Value$1.9K (-$2.1M)
Filed 2026-11-02
Palatine Hill Wealth Management, LLC
INCREASED
Shares8,607 from 7,688
Change+919 (+12%)
Value$1.3M (+$158.8K)
Filed 2026-11-03
Mcdonald Partners LLC
UNCHANGED
Shares6,635 from 6,635
Change0 (0%)
Value$1.0M (+$14.8K)
Filed 2026-11-03
New England Private Wealth Advisors LLC
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$894.1K (+$7.6K)
Filed 2026-10-19
Atlas Private Wealth Advisors
INCREASED
Shares5,248 from 5,246
Change+2 (+0%)
Value$809.0K (+$12.0K)
Filed 2026-10-23
First Heartland Consultants, Inc.
INCREASED
Shares4,826 from 4,492
Change+334 (+7%)
Value$743.9K (+$61.5K)
Filed 2026-10-08
Perigon Wealth Management, LLC
INCREASED
Shares4,519 from 4,412
Change+107 (+2%)
Value$696.6K (+$26.4K)
Filed 2026-10-22
Gateway Investment Advisers LLC
UNCHANGED
Shares3,825 from 3,825
Change0 (0%)
Value$589.6K (+$8.5K)
Filed 2026-10-13
Willner & Heller, LLC
UNCHANGED
Shares3,026 from 3,026
Change0 (0%)
Value$466.5K (+$6.8K)
Filed 2026-10-28
Birchwood Financial Partners, Inc.
UNCHANGED
Shares2,773 from 2,773
Change0 (0%)
Value$427.5K (+$6.2K)
Filed 2026-11-02
Thrivent Financial for Lutherans
UNCHANGED
Shares1,947 from 1,947
Change0 (0%)
Value$300 (-$295.7K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
UNCHANGED
Shares1,639 from 1,639
Change0 (0%)
Value$252.7K (+$3.7K)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares1,341 from 1,396
Change-55 (-4%)
Value$212.0K (-$40)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares939 from 1,151
Change-212 (-18%)
Value$144.9K (-$30.0K)
Filed 2026-11-02
Triumph Capital Management
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$16.5K (+$239)
Filed 2026-10-14
Bfsg, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$6.8K (+$98)
Filed 2026-10-30
Farther Finance Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$308 (+$4)
Filed 2026-10-08
Cullen T Bankers, Inc.
CLOSED
Shares0 from 1,550
Change-1,550 (-100%)
Value$0 (-$235.4K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 845
Change-845 (-100%)
Value$0 (-$128.3K)
Filed 2026-11-02
LPL Financial LLC
N/A
Shares— from 174,372
Change-174,372 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 66,302
Change-66,302 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 47,824
Change-47,824 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 39,631
Change-39,631 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 22,091
Change-22,091 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 21,627
Change-21,627 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,792
Change-10,792 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 7,905
Change-7,905 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,587
Change-7,587 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,282
Change-5,282 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,776
Change-3,776 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,087
Change-3,087 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 2,253
Change-2,253 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 962
Change-962 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
FMR LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
UBS Group AG
N/A
Shares— from 445
Change-445 (-100%)
Value—
Collier Financial
N/A
Shares— from 407
Change-407 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 345
Change-345 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 33
Change-33 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Assetmark, Inc
DECREASED44,77546,047-1,272-3%$7.0M$6.9M-$93.2K2026-10-21
Fingerlakes Wealth Management, Inc.
INCREASED36,17433,473+2,701+8%$5.1M$5.6M+$491.0K2026-11-04
SYM Financial Corp
DECREASED23,40623,518-1120%$3.6M$3.6M+$35.3K2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED22,18622,457-271-1%$3.5M$3.5M+$2.4K2026-10-13
Wealthcare Advisory Partners LLC
DECREASED13,73314,120-387-3%$2.1M$2.1M-$28.1K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED12,45013,762-1,312-10%$2.1M$1.9K-$2.1M2026-11-02
Palatine Hill Wealth Management, LLC
INCREASED8,6077,688+919+12%$1.2M$1.3M+$158.8K2026-11-03
Mcdonald Partners LLC
UNCHANGED6,6356,63500%$1.0M$1.0M+$14.8K2026-11-03
New England Private Wealth Advisors LLC
UNCHANGED5,8005,80000%$886.5K$894.1K+$7.6K2026-10-19
Atlas Private Wealth Advisors
INCREASED5,2485,246+2+0%$796.9K$809.0K+$12.0K2026-10-23
First Heartland Consultants, Inc.
INCREASED4,8264,492+334+7%$682.4K$743.9K+$61.5K2026-10-08
Perigon Wealth Management, LLC
INCREASED4,5194,412+107+2%$670.2K$696.6K+$26.4K2026-10-22
Gateway Investment Advisers LLC
UNCHANGED3,8253,82500%$581.1K$589.6K+$8.5K2026-10-13
Willner & Heller, LLC
UNCHANGED3,0263,02600%$459.7K$466.5K+$6.8K2026-10-28
Birchwood Financial Partners, Inc.
UNCHANGED2,7732,77300%$421.3K$427.5K+$6.2K2026-11-02
Thrivent Financial for Lutherans
UNCHANGED1,9471,94700%$296.0K$300-$295.7K2026-11-05
Flagship Harbor Advisors, LLC
UNCHANGED1,6391,63900%$249.0K$252.7K+$3.7K2026-10-26
Prospera Financial Services Inc
DECREASED1,3411,396-55-4%$212.1K$212.0K-$402026-11-04
Golden State Wealth Management, LLC
DECREASED9391,151-212-18%$174.9K$144.9K-$30.0K2026-11-02
Triumph Capital Management
UNCHANGED10710700%$16.3K$16.5K+$2392026-10-14
Bfsg, LLC
UNCHANGED444400%$6.7K$6.8K+$982026-10-30
Farther Finance Advisors, LLC
UNCHANGED2200%$304$308+$42026-10-08
Cullen T Bankers, Inc.
CLOSED01,550-1,550-100%$235.4K$0-$235.4K2026-10-28
International Assets Investment Management, LLC
CLOSED0845-845-100%$128.3K$0-$128.3K2026-11-02
LPL Financial LLC
N/A—174,372-174,372-100%$26.5M———
Steward Partners Investment Advisory, LLC
N/A—66,302-66,302-100%$10.1M———
Osaic Holdings, Inc.
N/A—47,824-47,824-100%$7.3M———
Raymond James Financial Inc
N/A—39,631-39,631-100%$6.0M———
Stratos Wealth Partners, Ltd.
N/A—22,091-22,091-100%$3.4M———
Morgan Stanley
N/A—21,627-21,627-100%$3.3M———
Geneos Wealth Management Inc.
N/A—10,792-10,792-100%$1.6M———
Thoroughbred Financial Services, LLC
N/A—7,905-7,905-100%$1.2M———
Cetera Investment Advisers
N/A—7,587-7,587-100%$1.2M———
Envestnet Asset Management Inc
N/A—5,282-5,282-100%$802.4K———
Capital Analysts, LLC
N/A—3,776-3,776-100%$574.0K———
Citadel Advisors LLC
N/A—3,644-3,644-100%$553.6K———
Principal Securities, Inc.
N/A—3,584-3,584-100%$544.5K———
HighTower Advisors, LLC
N/A—3,357-3,357-100%$509.9K———
Focus Partners Wealth
N/A—3,167-3,167-100%$481.2K———
Goldman Sachs Group Inc
N/A—3,087-3,087-100%$469.0K———
Integrated Wealth Concepts LLC
N/A—2,253-2,253-100%$342.2K———
Jane Street Group, LLC
N/A—1,787-1,787-100%$271.5K———
Empirical Asset Management, LLC
N/A—1,419-1,419-100%$215.5K———
Glenmede Trust Co NA
N/A—962-962-100%$146.1K———
Ameritas Advisory Services, LLC
N/A—761-761-100%$115.6K———
FMR LLC
N/A—677-677-100%$102.8K———
AE Wealth Management LLC
N/A—616-616-100%$93.6K———
UBS Group AG
N/A—445-445-100%$67.6K———
Collier Financial
N/A—407-407-100%$61.8K———
Bank of Montreal
N/A—345-345-100%$52.4K———
Aptus Capital Advisors, LLC
N/A—104-104-100%$15.8K———
Hantz Financial Services, Inc.
N/A—60-60-100%$9———
Global Retirement Partners, LLC
N/A—55-55-100%$8.4K———
Harbour Investments, Inc.
N/A—44-44-100%$6.7K———
Fiduciary Financial Advisors
N/A—33-33-100%$5.0K———
Vanguard Advisers Inc
N/A—3-3-100%$456———
Wells Fargo & Company
N/A—1-1-100%$111———
Huntington National Bank
N/A—1-1-100%$152———
Showing 58 of 58 institutions