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Disclosery

QWLD SPDR INDEX SHS FDS

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CMN (fund)

55 managers (55 13F filers) reported a position in QWLD shares at 2026-03-31, 754,532 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
55
13F filers
55
New
4
Added
20
Reduced
15
Sold out
5
Shares held by filers
754,532

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC310,449$44.4M0.01%-20,30113F-HRTimeline
Steward Partners Investment Advisory, L…66,299$9.49M0.05%+16,71713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,027$6.16M0.01%+2,04013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,715$5.4M<0.01%-1,68413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC36,045$5.16M0.01%+75513F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.31,060$4.45M2.95%+79513F-HRTimeline
SYM FINANCIAL Corp23,465$3.36M0.34%-11613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,704$3.27M0.01%-5913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,648$2.96M0.03%+2,66213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,386$2.2M0.04%-2313F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,120$1.88M<0.01%+31513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,987$1.86M<0.01%-28,08113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,934$1.57M<0.01%+3,95813F-HRTimelineGroup
Geneos Wealth Management Inc.10,749$1.54M0.04%-79113F-HRTimeline
Cetera Investment Advisers8,389$1.2M<0.01%-1,83213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,938$1.14M0.07%+3513F-HRTimeline
Palatine Hill Wealth Management, LLC7,133$1.02M0.89%+42813F-HRTimeline
MCDONALD PARTNERS LLC6,635$950K0.22%+8513F-HRTimeline
New England Private Wealth Advisors LLC5,785$828K0.1%013F-HRTimeline
Atlas Private Wealth Advisors5,179$741K0.17%+16313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,888$700K<0.01%+10613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth4,359$624K<0.01%013F-HRTimelineGroup
First Heartland Consultants, Inc.4,351$623K0.05%+41413F-HRTimeline
Perigon Wealth Management, LLC3,902$559K0.01%+613F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC3,825$548K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,758$538K0.01%013F-HRTimelineGroup
HighTower Advisors, LLC3,327$476K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,217$460K0.01%+4013F-HRTimelineGroup
WILLNER & HELLER, LLC3,001$430K0.32%-10813F-HRTimeline
Birchwood Financial Partners, Inc.2,773$397K0.38%013F-HRTimeline
Integrated Wealth Concepts LLC2,261$324K<0.01%+15613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,036$291K<0.01%-10513F-HRTimelineGroup
Golden State Wealth Management, LLC1,901$272K0.03%-3,08413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,776$254K<0.01%-2,68013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,627$233K0.01%013F-HRTimeline
Aspire Capital Advisors LLC1,566$224K0.05%-90013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,536$220K<0.01%+24313F-HRTimelineGroup
Independent Advisor Alliance1,485$213K<0.01%new13F-HRTimeline
Empirical Asset Management, LLC1,467$210K0.06%-18013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC1,415$202K0.01%new13F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA962$138K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…839$121K0.01%013F-HRTimeline
AE Wealth Management LLC616$88.2K<0.01%+613F-HRTimeline
FMR LLCin group FMR LLC500$71.6K<0.01%+2513F-HRTimelineGroup
Collier Financial407$58.2K0.04%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/345$49.4K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY263$37.6K<0.01%-2113F-HRTimelineGroup
Triumph Capital Management224$32.1K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC104$14.9K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.60$9K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BFSG, LLC44$6.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.44$6.3K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC3$429<0.01%13F-HRTimelineGroup
Farther Finance Advisors, LLC2$288<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$82<0.01%013F-HR/ATimelineGroup