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

Empirical 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
2026 Q2	$216K	Sell	1,419 -48	-3%	-$7.21K	0.05%	403
2026 Q1	$210K	Sell	1,467 -180	-11%	-$26.4K	0.06%	362
2025 Q4	$236K	Sell	1,647 -2,677	-62%	-$379K	0.07%	298
2025 Q3	$607K	Sell	4,324 -4,801	-53%	-$657K	0.17%	194
2025 Q2	$1.23M	Buy	9,125 +145	+2%	+$18.7K	0.38%	67
2025 Q1	$1.15M	Buy	8,980 +191	+2%	+$24.5K	0.39%	66
2024 Q4	$1.09M	Sell	8,789 -359	-4%	-$45.9K	0.36%	79
2024 Q3	$1.18M	Buy	9,148 +5,904	+182%	+$734K	0.42%	68
2024 Q2	$390K	Buy	+3,244	New	+$385K	0.15%	204

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

Empirical Asset Management's QWLD Position: Q2 2026 in Review

Empirical Asset Management reduced its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 3.3% in Q2 2026, selling an estimated $7.21K and leaving 1,419 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #403.

Empirical Asset Management first reported a position in QWLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q2 2025. 57 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

Empirical Asset Management held 1,419 shares of State Street SPDR MSCI World StrategicFactors ETF worth $216K as of Q2 2026.
Empirical Asset Management sold 48 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $7.21K.
State Street SPDR MSCI World StrategicFactors ETF made up 0.05% of Empirical Asset Management's portfolio in Q2 2026, its #403 holding.
Empirical Asset Management first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q2 2024 and has held it in 9 quarters since.
Empirical Asset Management's State Street SPDR MSCI World StrategicFactors ETF position peaked at $1.23M in Q2 2025.
57 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.