Advisor Group’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Advisor Group’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
2019 Q4	$11K	Buy	122 +12	+11%	+$999	﹤0.01%	4313
2019 Q3	$9K	Sell	110 -14	-11%	-$1.12K	﹤0.01%	4403
2019 Q2	$10K	Sell	124 -350	-74%	-$27.4K	﹤0.01%	4376
2019 Q1	$37K	Buy	474 +60	+14%	+$4.44K	﹤0.01%	3590
2018 Q4	$28K	Hold	414	–	–	﹤0.01%	3592
2018 Q3	$32K	Buy	+414	New	+$32K	﹤0.01%	3591

Other funds holding QWLD

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Advisor Group's QWLD Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 11% in Q4 2019, buying an estimated $999 and bringing the position to 122 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4313.

Advisor Group first reported a position in QWLD in Q3 2018 and has held it in 6 quarters since. The position peaked at $37K in Q1 2019. 16 funds tracked by Wall St. Rank hold QWLD as of Q4 2019.

Advisor Group held 122 shares of State Street SPDR MSCI World StrategicFactors ETF worth $11K as of Q4 2019.
Advisor Group bought 12 State Street SPDR MSCI World StrategicFactors ETF shares in Q4 2019, an estimated $999.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4313 holding.
Advisor Group first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2018 and has held it in 6 quarters since.
Advisor Group's State Street SPDR MSCI World StrategicFactors ETF position peaked at $37K in Q1 2019.
16 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.