Skip to content
Disclosery

QWLD SPDR INDEX SHS FDS

Follow

CMN (fund)

56 managers (56 13F filers) reported a position in QWLD shares at 2025-12-31, 781,336 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
56
13F filers
56
New
8
Added
21
Reduced
16
Sold out
7
Shares held by filers
781,336

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC330,750$47.4M0.01%+14,15513F-HRTimeline
Steward Partners Investment Advisory, L…49,582$7.1M0.04%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,068$5.88M<0.01%+1,34913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,987$5.87M0.01%+15,54013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,399$5.64M<0.01%-47,38713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC35,290$5.06M0.01%-36813F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.30,265$4.34M2.76%+1,73613F-HRTimeline
SYM FINANCIAL Corp23,581$3.38M0.35%-2913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,763$3.3M<0.01%+40313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,986$2.58M0.03%+1,01613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,409$2.21M0.04%+2,72313F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,805$1.83M<0.01%+38613F-HRTimeline
Geneos Wealth Management Inc.11,540$1.65M0.04%+65513F-HRTimeline
Cetera Investment Advisers10,221$1.46M<0.01%-94613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,903$1.13M0.07%+34513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,976$999K<0.01%-11,03013F-HRTimelineGroup
Palatine Hill Wealth Management, LLC6,705$960K0.77%13F-HRTimeline
MCDONALD PARTNERS LLC6,550$938K0.3%+17513F-HRTimeline
New England Private Wealth Advisors LLC5,785$829K0.1%+1813F-HR/ATimeline
Atlas Private Wealth Advisors5,016$719K0.17%-6013F-HRTimeline
Golden State Wealth Management, LLC4,985$714K0.08%-21813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,782$685K<0.01%-98213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,456$638K<0.01%+2,40313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth4,359$625K<0.01%+613F-HRTimelineGroup
First Heartland Consultants, Inc.3,937$564K0.04%+25913F-HRTimeline
Perigon Wealth Management, LLC3,896$558K0.01%-12713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,758$538K0.01%+2113F-HR/ATimelineGroup
HighTower Advisors, LLC3,327$477K<0.01%+3413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,177$455K0.01%+2313F-HRTimelineGroup
WILLNER & HELLER, LLC3,109$445K0.32%-6213F-HRTimeline
Birchwood Financial Partners, Inc.2,773$397K0.39%13F-HRTimeline
Aspire Capital Advisors LLC2,466$353K0.08%-1,86513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,141$307K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC2,105$302K<0.01%-313F-HRTimeline
Merit Financial Group, LLC1,894$271K<0.01%-3,03313F-HRTimeline
Empirical Asset Management, LLC1,647$236K0.07%-2,67713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,627$233K0.01%+1313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,293$185K<0.01%+1313F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA962$138K<0.01%13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…839$120K0.01%new13F-HRTimeline
AE Wealth Management LLC610$87.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC475$68K<0.01%013F-HRTimelineGroup
Collier Financial406$58.3K0.04%-113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/345$49.4K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/338$48.4K<0.01%+4513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY284$40.7K<0.01%-1,83413F-HR/ATimelineGroup
Triumph Capital Management224$32.1K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC214$30.7K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC104$14.9K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC55$7.88K<0.01%013F-HRTimeline
BFSG, LLC44$6.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.44$6.3K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43$6.16K<0.01%new13F-HR/ATimelineGroup
Strategic Wealth Partners, Ltd.33$4.73K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2$287<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$82<0.01%013F-HRTimelineGroup