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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 2025-09-30, 755,723 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
53
13F filers
53
New
6
Added
18
Reduced
14
Sold out
6
Shares held by filers
755,723

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC316,595$44.5M0.01%-8,17113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC86,786$12.2M<0.01%+4,93113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,719$5.58M<0.01%+29,88313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC35,658$5.01M0.01%-39913F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.28,529$4.01M2.61%+1,68013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,447$3.56M<0.01%+14,57413F-HRTimelineGroup
SYM FINANCIAL Corp23,610$3.32M0.35%+1013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,360$3.15M<0.01%+68413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,006$2.53M<0.01%+12,06713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,970$2.38M0.03%+4,41013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,686$1.78M0.04%+3613F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,419$1.74M<0.01%+1413F-HRTimeline
Cetera Investment Advisers11,167$1.57M<0.01%+1,44013F-HRTimeline
Geneos Wealth Management Inc.10,885$1.53M0.04%+24013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,558$1.06M0.07%-41913F-HRTimeline
MCDONALD PARTNERS LLC6,375$895K0.27%013F-HRTimeline
New England Private Wealth Advisors LLC5,767$810K0.11%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,764$809K<0.01%-5,05013F-HRTimelineGroup
Golden State Wealth Management, LLC5,203$731K0.08%-3,41113F-HRTimeline
Atlas Private Wealth Advisors5,076$713K0.17%-4,25813F-HRTimeline
Merit Financial Group, LLC4,927$692K0.01%-5,41413F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth4,353$611K<0.01%013F-HRTimelineGroup
Aspire Capital Advisors LLC4,331$608K0.15%-2,35713F-HRTimeline
Empirical Asset Management, LLC4,324$607K0.17%-4,80113F-HRTimeline
Perigon Wealth Management, LLC4,023$565K0.01%+1913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,737$525K0.02%013F-HRTimelineGroup
First Heartland Consultants, Inc.3,678$517K0.04%+2913F-HRTimeline
HighTower Advisors, LLC3,293$463K<0.01%-213F-HRTimeline
WILLNER & HELLER, LLC3,171$445K0.34%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,154$443K0.01%+11513F-HRTimelineGroup
VestGen Advisors, LLC2,824$397K0.01%-16613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,118$297K<0.01%+1,83413F-HR/ATimelineGroup
Integrated Wealth Concepts LLC2,108$296K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,053$288K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC1,840$258K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,614$227K0.01%013F-HRTimeline
Ignite Planners, LLC1,533$215K0.04%-40613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,280$180K<0.01%013F-HRTimelineGroup
Glenmede Investment Management, LP962$135K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…711$99.8K0.01%013F-HRTimelineGroup
Root Financial Partners, LLC654$91.8K0.01%new13F-HRTimeline
AE Wealth Management LLC610$85.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC475$66.7K<0.01%+14513F-HRTimelineGroup
Collier Financial407$57.1K0.04%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/345$48.4K<0.01%-40013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/293$41.1K<0.01%-2813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG92$12.9K<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC56$7.79K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC55$7.72K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.44$6.18K<0.01%013F-HRTimeline
BFSG, LLC44$6.18K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.33$4.63K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$93<0.01%+113F-HRTimelineGroup