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 Q2	$1.15M	Sell	7,587 -802	-10%	-$120K	﹤0.01%	2916
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 $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

Cetera Investment Advisers's QWLD Position: Q2 2026 in Review

Cetera Investment Advisers reduced its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 9.6% in Q2 2026, selling an estimated $120K and leaving 7,587 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

Cetera Investment Advisers first reported a position in QWLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q3 2025. 57 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

Cetera Investment Advisers held 7,587 shares of State Street SPDR MSCI World StrategicFactors ETF worth $1.15M as of Q2 2026.
Cetera Investment Advisers sold 802 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $120K.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2916 holding.
Cetera Investment Advisers first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2023 and has held it in 11 quarters since.
Cetera Investment Advisers's State Street SPDR MSCI World StrategicFactors ETF position peaked at $1.57M in Q3 2025.
57 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.