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QWLD — SPDR INDEX SHS FDS

Reported value held$4.53M
Funds holding (latest)7
Sector—
Funds holding (Q2 2026)6
Institutional value$4.48M · 29.48K sh
New / Add / Cut / Exit2 / 2 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +114.4% (+15.73K sh)
Institutional value change Up +127.5%

As of Q2 2026, 6 SEC-registered investment managers reported holding QWLD (SPDR INDEX SHS FDS) in their latest 13F filings, with a combined reported value of $4.48M across 29.48K shares. That is +114.4% by share count (+15.73K shares) versus the previous quarter, while reported value moved +127.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Morgan Stanley history Q2 2026 21.63K $3.29M 0.00% Add
Citadel Advisors history Q2 2026 3.64K $553.57K 0.00% Reduce
Goldman Sachs Group history Q2 2026 3.09K $468.95K 0.00% New
Fidelity Management & Research (FMR) history Q2 2026 677 $102.84K 0.00% Add
UBS Group AG history Q2 2026 445 $67.60K 0.00% New
Bank of America Corp history Q4 2025 338 $48.42K 0.00% Add
Wells Fargo & Co history Q2 2026 1 $111 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 7 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Morgan Stanley — — — — — — — — — — — 148 148 433 433 284 2.12K 284 263 21.63K
Citadel Advisors 12.79K 5.71K 84.24K 10.47K 25.80K — 2.64K — 5.29K 72.99K — 41.96K 9.43K — 21.46K 9.84K 39.72K 41.07K 12.99K 3.64K
Goldman Sachs Group — — — — — — — — — — — — — 3.63K — — — — — 3.09K
Fidelity Management & Research (FMR) — 1 — — — — — — — 102 102 112 112 330 330 330 475 475 500 677
UBS Group AG 309 200 63 132 — — — 368 35 — — 5.99K 704 — 2.58K — 92 — — 445
Wells Fargo & Co 1 1 1 1 1 — — — — — — — — 1 1 — 1 1 1 1
Bank of America Corp 449 1.43K 1.51K 64.39K 469 469 474 483 408 410 425 130 144 193 264 321 293 338 — —

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