Atria Wealth Solutions
QWLD icon

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

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Fingerlakes Wealth Management
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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.