Atria Wealth Solutions’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Atria Wealth Solutions’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
2023 Q3	–	Sell	-6,218	Closed	-$648K	–	1959
2023 Q2	$648K	Buy	+6,218	New	+$630K	0.01%	1038

Other funds holding QWLD

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

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

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

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

FWM

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GWM

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

Atria Wealth Solutions's QWLD Position: Q3 2023 in Review

Atria Wealth Solutions sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q3 2023, closing a stake of 6,218 shares — an estimated $648K sold.

Atria Wealth Solutions first reported a position in QWLD in Q2 2023 and held it in 1 quarter. The position peaked at $648K in Q2 2023. 31 funds tracked by Wall St. Rank hold QWLD as of Q3 2023.

Atria Wealth Solutions reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 6,218 State Street SPDR MSCI World StrategicFactors ETF shares in Q3 2023, an estimated $648K.
Atria Wealth Solutions first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q2 2023 and held it in 1 quarter.
Atria Wealth Solutions's State Street SPDR MSCI World StrategicFactors ETF position peaked at $648K in Q2 2023.
31 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.