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Disclosery

QWLD SPDR INDEX SHS FDS

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CMN (fund)

57 managers (57 13F filers) reported a position in QWLD shares at 2026-06-30, 640,137 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
57
13F filers
57
New
5
Added
25
Reduced
12
Sold out
4
Shares held by filers
640,137

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC174,372$26.5M0.01%-136,07713F-HRTimeline
Steward Partners Investment Advisory, L…66,302$10.1M0.05%+313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,824$7.27M0.01%+4,79713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC46,047$7M0.01%+10,00213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,631$6.02M<0.01%+1,91613F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.33,473$5.09M2.74%+2,41313F-HRTimeline
SYM FINANCIAL Corp23,518$3.57M0.29%+5313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,457$3.45M0.01%-24713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,091$3.36M0.03%+1,44313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY21,627$3.29M<0.01%+21,36413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,120$2.15M0.04%-1,26613F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,762$2.09M<0.01%+64213F-HR/ATimeline
Geneos Wealth Management Inc.10,792$1.64M0.03%+4313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,905$1.2M0.06%-3313F-HRTimeline
Palatine Hill Wealth Management, LLC7,688$1.17M0.94%+55513F-HRTimeline
Cetera Investment Advisers7,587$1.15M<0.01%-80213F-HRTimeline
MCDONALD PARTNERS LLC6,635$1.01M0.24%013F-HRTimeline
New England Private Wealth Advisors LLC5,800$887K0.09%+1513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,282$802K<0.01%+39413F-HRTimelineGroup
Atlas Private Wealth Advisors5,246$797K0.17%+6713F-HRTimeline
First Heartland Consultants, Inc.4,492$682K0.04%+14113F-HRTimeline
Perigon Wealth Management, LLC4,412$670K0.01%+51013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC3,825$581K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,776$574K0.01%+1813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,644$554K<0.01%-9,34313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,584$544K0.01%+36713F-HRTimelineGroup
HighTower Advisors, LLC3,357$510K<0.01%+3013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,167$481K<0.01%-1,19213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,087$469K<0.01%new13F-HRTimelineGroup
WILLNER & HELLER, LLC3,026$460K0.29%+2513F-HRTimeline
Birchwood Financial Partners, Inc.2,773$421K0.34%013F-HRTimeline
Integrated Wealth Concepts LLC2,435$370K<0.01%+17413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,947$296K<0.01%-8913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,787$271K<0.01%-9,14713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,639$249K0.01%+1213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,550$235K<0.01%+1413F-HRTimelineGroup
Empirical Asset Management, LLC1,419$216K0.05%-4813F-HRTimeline
Prospera Financial Services Inc1,396$212K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC1,151$175K0.02%-75013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA962$146K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…845$128K0.01%+613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…761$116K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC677$103K<0.01%+17713F-HRTimelineGroup
AE Wealth Management LLC616$93.6K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG445$67.6K<0.01%new13F-HRTimelineGroup
Collier Financial407$61.8K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/345$52.4K<0.01%013F-HRTimelineGroup
Triumph Capital Management107$16.3K<0.01%-11713F-HRTimeline
Aptus Capital Advisors, LLC104$15.8K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.60$9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Retirement Partners, LLC55$8.36K<0.01%13F-HRTimeline
BFSG, LLC44$6.68K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.44$6.68K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS33$5.01K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC3$456<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC2$304<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$111<0.01%013F-HRTimelineGroup