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

Collier Financial’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	$58.2K	Buy	407 +1	+0.2%	+$147	0.04%	64
2025 Q4	$58.3K	Sell	406 -1	-0.2%	-$142	0.04%	65
2025 Q3	$57.1K	Buy	+407	New	+$55.7K	0.04%	73
2025 Q1	$51.9K	Hold	407	–	–	0.04%	74
2024 Q4	$50.4K	Buy	+407	New	+$52K	0.05%	68

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 $186M AUM 30.5% 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

Collier Financial's QWLD Position: Q1 2026 in Review

Collier Financial increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 0.25% in Q1 2026, buying an estimated $147 and bringing the position to 407 shares worth $58.2K. The position accounts for 0.04% of the portfolio, ranked #64.

Collier Financial first reported a position in QWLD in Q4 2024 and has held it in 5 quarters since. The position peaked at $58.3K in Q4 2025. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Collier Financial held 407 shares of State Street SPDR MSCI World StrategicFactors ETF worth $58.2K as of Q1 2026.
Collier Financial bought 1 State Street SPDR MSCI World StrategicFactors ETF share in Q1 2026, an estimated $147.
State Street SPDR MSCI World StrategicFactors ETF made up 0.04% of Collier Financial's portfolio in Q1 2026, its #64 holding.
Collier Financial first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2024 and has held it in 5 quarters since.
Collier Financial's State Street SPDR MSCI World StrategicFactors ETF position peaked at $58.3K in Q4 2025.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.