Birchwood Financial Partners’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Birchwood Financial Partners’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	$421K	Hold	2,773	–	–	0.34%	59
2026 Q1	$397K	Hold	2,773	–	–	0.38%	57
2025 Q4	$397K	Buy	+2,773	New	+$393K	0.39%	60

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

Birchwood Financial Partners's QWLD Position: Q2 2026 in Review

Birchwood Financial Partners held its State Street SPDR MSCI World StrategicFactors ETF (QWLD) position steady in Q2 2026 at 2,773 shares worth $421K. The position accounts for 0.34% of the portfolio, ranked #59.

Birchwood Financial Partners first reported a position in QWLD in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

Birchwood Financial Partners held 2,773 shares of State Street SPDR MSCI World StrategicFactors ETF worth $421K as of Q2 2026.
Birchwood Financial Partners left its State Street SPDR MSCI World StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI World StrategicFactors ETF made up 0.34% of Birchwood Financial Partners's portfolio in Q2 2026, its #59 holding.
Birchwood Financial Partners first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2025 and has held it in 3 quarters since.
57 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.