American Portfolios Advisors’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

American Portfolios Advisors’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
2022 Q3	$342K	Buy	4,027 +387	+11%	+$36.2K	0.01%	798
2022 Q2	$332K	Sell	3,640 -395	-10%	-$38.7K	0.01%	835
2022 Q1	$427K	Buy	4,035 +50	+1%	+$5.24K	0.01%	807
2021 Q4	$440K	Buy	3,985 +615	+18%	+$66.4K	0.01%	796
2021 Q3	$348K	Buy	3,370 +403	+14%	+$42.8K	0.01%	879
2021 Q2	$307K	Buy	2,967 +248	+9%	+$25.3K	0.01%	942
2021 Q1	$265K	Buy	2,719 +1,080	+66%	+$102K	0.01%	914
2020 Q4	$152K	Buy	1,639 +373	+29%	+$32.9K	0.01%	992
2020 Q3	$106K	Buy	1,266 +80	+7%	+$6.66K	0.01%	1033
2020 Q2	$93.7K	Buy	1,186 +1,022	+623%	+$77.7K	0.01%	1023
2020 Q1	$11.3K	Sell	164 -1,371	-89%	-$111K	﹤0.01%	1755
2019 Q4	$131K	Buy	1,535 +386	+34%	+$32.1K	0.01%	918
2019 Q3	$92.8K	Sell	1,149 -802	-41%	-$64K	0.01%	1027
2019 Q2	$155K	Buy	1,951 +558	+40%	+$43.6K	0.01%	808
2019 Q1	$107K	Buy	+1,393	New	+$103K	0.01%	860

Other funds holding QWLD

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

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FWM

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

WAP

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

GWM

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

NEPWA

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

CAL

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

American Portfolios Advisors's QWLD Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 11% in Q3 2022, buying an estimated $36.2K and bringing the position to 4,027 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #798.

American Portfolios Advisors first reported a position in QWLD in Q1 2019 and has held it in 15 quarters since. The position peaked at $440K in Q4 2021. 21 funds tracked by Wall St. Rank hold QWLD as of Q3 2022.

American Portfolios Advisors held 4,027 shares of State Street SPDR MSCI World StrategicFactors ETF worth $342K as of Q3 2022.
American Portfolios Advisors bought 387 State Street SPDR MSCI World StrategicFactors ETF shares in Q3 2022, an estimated $36.2K.
State Street SPDR MSCI World StrategicFactors ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #798 holding.
American Portfolios Advisors first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q1 2019 and has held it in 15 quarters since.
American Portfolios Advisors's State Street SPDR MSCI World StrategicFactors ETF position peaked at $440K in Q4 2021.
21 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.