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

Aspire 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 Q2	–	Sell	-1,566	Closed	-$224K	–	142
2026 Q1	$224K	Sell	1,566 -900	-36%	-$132K	0.05%	110
2025 Q4	$353K	Sell	2,466 -1,865	-43%	-$264K	0.08%	87
2025 Q3	$608K	Sell	4,331 -2,357	-35%	-$322K	0.15%	59
2025 Q2	$902K	Buy	+6,688	New	+$862K	0.25%	45

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

Aspire Capital Advisors's QWLD Position: Q2 2026 in Review

Aspire Capital Advisors sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q2 2026, closing a stake of 1,566 shares — an estimated $224K sold.

Aspire Capital Advisors first reported a position in QWLD in Q2 2025 and held it in 4 quarters. The position peaked at $902K in Q2 2025. 57 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

Aspire Capital Advisors reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q2 2026 after selling out during the quarter.
Aspire Capital Advisors sold 1,566 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $224K.
Aspire Capital Advisors first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q2 2025 and held it in 4 quarters.
Aspire Capital Advisors's State Street SPDR MSCI World StrategicFactors ETF position peaked at $902K in Q2 2025.
57 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.