Action Point Financial Planning’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Action Point Financial Planning’s Portfolio QWLD Stock Details QWLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.01K	Buy	+33	New	+$4.96K	﹤0.01%	1819

Other funds holding QWLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FWM

Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's QWLD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q2 2026: 33 shares worth $5.01K. The stake represents ﹤0.01% of the portfolio and ranks #1819 among its holdings.

57 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

Action Point Financial Planning held 33 shares of State Street SPDR MSCI World StrategicFactors ETF worth $5.01K as of Q2 2026.
State Street SPDR MSCI World StrategicFactors ETF was a new Action Point Financial Planning position in Q2 2026.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1819 holding.
57 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.