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Disclosery

QWLD SPDR INDEX SHS FDS

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CMN (fund)

45 managers (45 13F filers) reported a position in QWLD shares at 2024-12-31, 735,564 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
45
13F filers
45
New
6
Added
22
Reduced
8
Sold out
5
Shares held by filers
735,564

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC284,664$35.3M0.01%+3,03513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,213$8.08M<0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,608$5.28M0.01%+36,05413F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC37,774$4.68M0.01%-49813F-HRTimelineGroup
SYM FINANCIAL Corp23,890$2.96M0.38%+16913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,772$2.94M0.01%-12113F-HR/ATimeline
Fingerlakes Wealth Management, Inc.22,561$2.79M2.26%+96413F-HRTimeline
Ignite Planners, LLC22,344$2.78M0.61%+1,02113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,246$2.14M<0.01%+1,52113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC16,742$2.07M<0.01%+4,45413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,179$2M<0.01%+2,31413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,284$1.89M0.05%+613F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC12,710$1.57M0.6%+3,62613F-HRTimeline
Cambridge Investment Research Advisors,…12,700$1.57M0.01%+5613F-HRTimeline
Independent Advisor Alliance12,242$1.52M0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,257$1.39M0.02%+23813F-HRTimelineGroup
Geneos Wealth Management Inc.10,700$1.33M0.05%-57613F-HRTimeline
Merit Financial Group, LLC10,259$1.27M0.02%new13F-HRTimeline
Empirical Asset Management, LLC8,789$1.09M0.36%-35913F-HRTimeline
Atlas Private Wealth Advisors8,234$1.02M0.14%+30013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,430$920K0.02%-14613F-HRTimelineGroup
MCDONALD PARTNERS LLC6,375$790K0.2%new13F-HRTimeline
Cetera Investment Advisers6,236$772K<0.01%+1,25013F-HRTimeline
New England Private Wealth Advisors LLC5,751$712K0.11%+1613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,353$539K<0.01%013F-HR/ATimelineGroup
Perigon Wealth Management, LLC4,155$519K0.01%-3213F-HRTimeline
First Heartland Consultants, Inc.3,984$493K0.05%+9513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,718$460K0.02%-14013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,632$450K<0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC3,546$439K0.03%+14113F-HRTimeline
HighTower Advisors, LLC2,960$367K<0.01%+113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,324$288K<0.01%-5,74513F-HRTimelineGroup
IFP Advisors, Inc1,997$247K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,135$141K<0.01%new13F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA990$123K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY433$53.6K<0.01%+28513F-HR/ATimelineGroup
Collier Financial407$50.4K0.04%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/345$42.7K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC330$40.9K<0.01%+21813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/193$23.9K<0.01%+4913F-HRTimelineGroup
Global Retirement Partners, LLC55$6.81K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.44$5.45K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$66<0.01%+113F-HRTimelineGroup
CWM, LLCin group CWM, LLC2$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.