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Disclosery

QWLD SPDR INDEX SHS FDS

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CMN (fund)

53 managers (53 13F filers) reported a position in QWLD shares at 2025-06-30, 770,148 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
53
13F filers
53
New
8
Added
18
Reduced
18
Sold out
4
Shares held by filers
770,148

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC324,766$43.8M0.01%+48,19313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC81,855$11M<0.01%-21,96813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC36,057$4.86M0.01%-2,12413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC29,098$3.92M0.01%+5,58013F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.26,849$3.62M2.7%+3,30913F-HRTimeline
SYM FINANCIAL Corp23,600$3.18M0.36%-22913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,676$2.94M<0.01%-2213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,650$1.71M0.04%+3413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,560$1.69M0.02%+32213F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC13,150$1.68M0.58%013F-HRTimeline
Cambridge Investment Research Advisors,…12,405$1.67M0.01%-2013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,873$1.47M<0.01%-18913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,814$1.46M<0.01%+68613F-HRTimelineGroup
Geneos Wealth Management Inc.10,645$1.44M0.04%-10,12313F-HRTimeline
Merit Financial Group, LLC10,341$1.39M0.02%-2,82513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,836$1.33M<0.01%-11,62713F-HRTimelineGroup
Cetera Investment Advisers9,727$1.31M<0.01%+1,83813F-HRTimeline
Atlas Private Wealth Advisors9,334$1.26M0.16%+78013F-HRTimeline
Empirical Asset Management, LLC9,125$1.23M0.38%+14513F-HRTimeline
Golden State Wealth Management, LLC8,614$1.16M0.14%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,977$1.07M0.08%+4,04113F-HRTimeline
Aspire Capital Advisors LLC6,688$902K0.25%new13F-HRTimeline
Prospera Financial Services Inc6,497$876K0.02%new13F-HRTimeline
MCDONALD PARTNERS LLC6,375$860K0.21%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,060$817K<0.01%new13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,939$801K<0.01%-11,63613F-HRTimelineGroup
New England Private Wealth Advisors LLC5,767$775K0.11%+1613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,353$587K<0.01%013F-HRTimelineGroup
Perigon Wealth Management, LLC4,004$540K0.01%-2413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,737$504K0.02%+1913F-HRTimelineGroup
First Heartland Consultants, Inc.3,649$492K0.04%-9813F-HRTimeline
HighTower Advisors, LLC3,295$444K<0.01%+3013F-HRTimeline
WILLNER & HELLER, LLC3,171$428K0.36%+12113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,039$410K0.01%-4,39113F-HRTimelineGroup
VestGen Advisors, LLC2,990$403K0.02%-20213F-HRTimeline
Ignite Planners, LLC1,939$259K0.05%-23,24413F-HR/ATimeline
MML INVESTORS SERVICES, LLC1,848$249K<0.01%new13F-HRTimeline
Private Advisor Group, LLC1,840$248K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,614$218K0.01%+1213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,280$173K<0.01%-813F-HRTimelineGroup
Glenmede Investment Management, LP962$130K<0.01%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/745$100K<0.01%+40013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…711$95.9K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC610$82.3K<0.01%+25513F-HRTimeline
FMR LLCin group FMR LLC330$44.5K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/321$43.3K<0.01%+5713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY284$38.3K<0.01%-14913F-HRTimelineGroup
Global Retirement Partners, LLC55$7.42K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.44$5.93K<0.01%013F-HRTimeline
BFSG, LLC44$5.93K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$38<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
SIMPLEX TRADING, LLC5$00%new13F-HRTimelineValue 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.