Atlas Private Wealth Advisors’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Atlas Private Wealth 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	$797K	Buy	5,246 +67	+1%	+$10.1K	0.17%	70
2026 Q1	$741K	Buy	5,179 +163	+3%	+$23.9K	0.17%	69
2025 Q4	$719K	Sell	5,016 -60	-1%	-$8.49K	0.17%	69
2025 Q3	$713K	Sell	5,076 -4,258	-46%	-$583K	0.17%	70
2025 Q2	$1.26M	Buy	9,334 +780	+9%	+$101K	0.16%	74
2025 Q1	$1.09M	Buy	8,554 +320	+4%	+$41K	0.15%	78
2024 Q4	$1.02M	Buy	8,234 +300	+4%	+$38.4K	0.14%	73
2024 Q3	$1.02M	Buy	7,934 +260	+3%	+$32.3K	0.15%	66
2024 Q2	$923K	Buy	7,674 +3,972	+107%	+$472K	0.15%	66
2024 Q1	$444K	Sell	3,702 -2,344	-39%	-$268K	0.15%	66
2023 Q4	$666K	Buy	6,046 +698	+13%	+$72.9K	0.12%	69
2023 Q3	$542K	Buy	5,348 +724	+16%	+$75.6K	0.1%	102
2023 Q2	$482K	Buy	4,624 +2,526	+120%	+$256K	0.1%	112
2023 Q1	$209K	Buy	+2,098	New	+$204K	0.1%	120

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

Atlas Private Wealth Advisors's QWLD Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 1.3% in Q2 2026, buying an estimated $10.1K and bringing the position to 5,246 shares worth $797K. The position accounts for 0.17% of the portfolio, ranked #70.

Atlas Private Wealth Advisors first reported a position in QWLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.26M in Q2 2025. 57 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

Atlas Private Wealth Advisors held 5,246 shares of State Street SPDR MSCI World StrategicFactors ETF worth $797K as of Q2 2026.
Atlas Private Wealth Advisors bought 67 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $10.1K.
State Street SPDR MSCI World StrategicFactors ETF made up 0.17% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Atlas Private Wealth Advisors first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q1 2023 and has held it in 14 quarters since.
Atlas Private Wealth Advisors's State Street SPDR MSCI World StrategicFactors ETF position peaked at $1.26M in Q2 2025.
57 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.