BAM
QWLD

Belpointe Asset Management’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-100
Closed -$9.94K – 2702
2023
Q1 		$9.94K Hold
100
– – ﹤0.01% 2723
2022
Q4 		$9.38K Buy
+100
New +$9.24K ﹤0.01% 2651

Other funds holding QWLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Belpointe Asset Management's QWLD Position: Q2 2023 in Review

Belpointe Asset Management sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q2 2023, closing a stake of 100 shares — an estimated $9.94K sold.

Belpointe Asset Management first reported a position in QWLD in Q4 2022 and held it in 2 quarters. The position peaked at $9.94K in Q1 2023. 27 funds tracked by Wall St. Rank hold QWLD as of Q2 2023.

  • Belpointe Asset Management reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 100 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2023, an estimated $9.94K.
  • Belpointe Asset Management first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's State Street SPDR MSCI World StrategicFactors ETF position peaked at $9.94K in Q1 2023.
  • 27 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.