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 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 $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

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

Aspire Capital Advisors reduced its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 36% in Q1 2026, selling an estimated $132K and leaving 1,566 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #110.

Aspire Capital Advisors first reported a position in QWLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $902K in Q2 2025. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Aspire Capital Advisors held 1,566 shares of State Street SPDR MSCI World StrategicFactors ETF worth $224K as of Q1 2026.
Aspire Capital Advisors sold 900 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $132K.
State Street SPDR MSCI World StrategicFactors ETF made up 0.05% of Aspire Capital Advisors's portfolio in Q1 2026, its #110 holding.
Aspire Capital Advisors first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q2 2025 and has held it in 4 quarters since.
Aspire Capital Advisors's State Street SPDR MSCI World StrategicFactors ETF position peaked at $902K in Q2 2025.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.