Cetera Investment Advisers’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Cetera Investment Advisers’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 Q1	$1.2M	Sell	8,389 -1,832	-18%	-$269K	﹤0.01%	2750
2025 Q4	$1.46M	Sell	10,221 -946	-8%	-$134K	﹤0.01%	2489
2025 Q3	$1.57M	Buy	11,167 +1,440	+15%	+$197K	﹤0.01%	2383
2025 Q2	$1.31M	Buy	9,727 +1,838	+23%	+$237K	﹤0.01%	2150
2025 Q1	$1.01M	Buy	7,889 +1,653	+27%	+$212K	﹤0.01%	2257
2024 Q4	$772K	Buy	6,236 +1,250	+25%	+$160K	﹤0.01%	2348
2024 Q3	$642K	Buy	4,986 +100	+2%	+$12.4K	﹤0.01%	2451
2024 Q2	$588K	Buy	4,886 +1,776	+57%	+$211K	﹤0.01%	2468
2024 Q1	$373K	Buy	3,110 +1,168	+60%	+$134K	﹤0.01%	2843
2023 Q4	$214K	Buy	+1,942	New	+$203K	﹤0.01%	2009

Other funds holding QWLD

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FWM

Fingerlakes Wealth Management Ithaca, New York $151M AUM 20.78% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 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 $8.8B AUM 21.82% 1-Year Est. Return

WAP

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

Cetera Investment Advisers's QWLD Position: Q1 2026 in Review

Cetera Investment Advisers reduced its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 18% in Q1 2026, selling an estimated $269K and leaving 8,389 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

Cetera Investment Advisers first reported a position in QWLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.57M in Q3 2025. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Cetera Investment Advisers held 8,389 shares of State Street SPDR MSCI World StrategicFactors ETF worth $1.2M as of Q1 2026.
Cetera Investment Advisers sold 1,832 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $269K.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2750 holding.
Cetera Investment Advisers first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2023 and has held it in 10 quarters since.
Cetera Investment Advisers's State Street SPDR MSCI World StrategicFactors ETF position peaked at $1.57M in Q3 2025.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.