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Disclosery

QWLD SPDR INDEX SHS FDS

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CMN (fund)

49 managers (49 13F filers) reported a position in QWLD shares at 2025-03-31, 769,936 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
49
13F filers
49
New
8
Added
17
Reduced
10
Sold out
4
Shares held by filers
769,936

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC276,573$35.3M0.01%-8,09113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC103,823$13.3M<0.01%+38,61013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC38,181$4.88M0.01%+40713F-HRTimelineGroup
Ignite Planners, LLC25,183$3.22M0.63%+2,83913F-HRTimeline
SYM FINANCIAL Corp23,829$3.04M0.37%-6113F-HRTimeline
Fingerlakes Wealth Management, Inc.23,540$3.01M2.56%+97913F-HRTimeline
Mariner, LLCin group Mariner, LLC23,518$3M<0.01%+6,77613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,698$2.77M0.01%-2,07413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,463$2.74M<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.20,768$2.65M0.04%+10,06813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,575$2.24M<0.01%+15,25113F-HR/ATimelineGroup
Merit Financial Group, LLC13,166$1.68M0.03%+2,90713F-HRTimeline
ARQ WEALTH ADVISORS, LLC13,150$1.68M0.62%+44013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,616$1.61M0.04%-2,66813F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,425$1.59M0.01%-27513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,238$1.56M0.02%+98113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,062$1.41M<0.01%-31,54613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,128$1.29M<0.01%-7,11813F-HRTimelineGroup
Empirical Asset Management, LLC8,980$1.15M0.39%+19113F-HRTimeline
Atlas Private Wealth Advisors8,554$1.09M0.15%+32013F-HRTimeline
Cetera Investment Advisers7,889$1.01M<0.01%+1,65313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,430$920K0.02%013F-HRTimelineGroup
MCDONALD PARTNERS LLC6,375$814K0.21%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,878$751K<0.01%new13F-HRTimelineGroup
New England Private Wealth Advisors LLC5,751$734K0.11%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,353$556K<0.01%013F-HR/ATimelineGroup
Perigon Wealth Management, LLC4,028$514K0.01%-12713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,936$502K0.03%+39013F-HRTimeline
First Heartland Consultants, Inc.3,747$478K0.05%-23713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,718$475K0.02%013F-HRTimelineGroup
HighTower Advisors, LLC3,265$417K<0.01%+30513F-HRTimeline
VestGen Advisors, LLC3,192$408K0.02%13F-HRTimeline
WILLNER & HELLER, LLC3,050$389K0.36%new13F-HRTimeline
UBS Group AGin group UBS Group AG2,577$329K<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,602$205K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,288$164K<0.01%+15313F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA962$123K<0.01%-2813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY433$55.3K<0.01%013F-HRTimelineGroup
Collier Financial407$51.9K0.04%013F-HRTimeline
AE Wealth Management LLC355$45.3K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/345$44.1K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC330$42.1K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/264$33.7K<0.01%+7113F-HRTimelineGroup
GPS Wealth Strategies Group, LLC200$25.5K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.44$5.62K<0.01%013F-HRTimeline
BFSG, LLC44$5.62K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$68<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.