Aptus Capital Advisors’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Aptus Capital 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
2026 Q1	$14.9K	Hold	104	–	–	﹤0.01%	1449
2025 Q4	$14.9K	Buy	+104	New	+$14.7K	﹤0.01%	1452

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 $151M AUM 20.78% 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

Aptus Capital Advisors's QWLD Position: Q1 2026 in Review

Aptus Capital Advisors held its State Street SPDR MSCI World StrategicFactors ETF (QWLD) position steady in Q1 2026 at 104 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Aptus Capital Advisors first reported a position in QWLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.9K in Q4 2025. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Aptus Capital Advisors held 104 shares of State Street SPDR MSCI World StrategicFactors ETF worth $14.9K as of Q1 2026.
Aptus Capital Advisors left its State Street SPDR MSCI World StrategicFactors ETF share count unchanged in Q1 2026.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1449 holding.
Aptus Capital Advisors first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2025 and has held it in 2 quarters since.
Aptus Capital Advisors's State Street SPDR MSCI World StrategicFactors ETF position peaked at $14.9K in Q4 2025.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.