AE Wealth Management’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

AE Wealth Management’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 Q1	$88.2K	Buy	616 +6	+1%	+$880	﹤0.01%	1838
2025 Q4	$87.4K	Hold	610	–	–	﹤0.01%	1733
2025 Q3	$85.7K	Hold	610	–	–	﹤0.01%	1603
2025 Q2	$82.3K	Buy	610 +255	+72%	+$32.9K	﹤0.01%	1527
2025 Q1	$45.3K	Buy	+355	New	+$45.5K	﹤0.01%	1602
2020 Q2	–	Sell	-5,428	Closed	-$374K	–	1327
2020 Q1	$374K	Buy	5,428 +1,498	+38%	+$121K	0.01%	791
2019 Q4	$336K	Buy	+3,930	New	+$327K	0.01%	862

Other funds holding QWLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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 $1B AUM 22.21% 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 $8.8B AUM 21.82% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AE Wealth Management's QWLD Position: Q1 2026 in Review

AE Wealth Management increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 0.98% in Q1 2026, buying an estimated $880 and bringing the position to 616 shares worth $88.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

AE Wealth Management first reported a position in QWLD in Q4 2019 and has held it in 7 quarters since. The position peaked at $374K in Q1 2020. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

AE Wealth Management held 616 shares of State Street SPDR MSCI World StrategicFactors ETF worth $88.2K as of Q1 2026.
AE Wealth Management bought 6 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $880.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1838 holding.
AE Wealth Management first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2019 and has held it in 7 quarters since.
AE Wealth Management's State Street SPDR MSCI World StrategicFactors ETF position peaked at $374K in Q1 2020.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.