Fidelity Investments’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Fidelity Investments’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	$71.6K	Buy	500 +25	+5%	+$3.67K	﹤0.01%	3951
2025 Q4	$68K	Hold	475	–	–	﹤0.01%	3947
2025 Q3	$66.7K	Buy	475 +145	+44%	+$19.8K	﹤0.01%	3840
2025 Q2	$44.5K	Hold	330	–	–	﹤0.01%	3959
2025 Q1	$42.1K	Hold	330	–	–	﹤0.01%	3923
2024 Q4	$40.9K	Buy	330 +218	+195%	+$27.9K	﹤0.01%	3937
2024 Q3	$14.4K	Hold	112	–	–	﹤0.01%	4310
2024 Q2	$13.5K	Buy	112 +10	+10%	+$1.19K	﹤0.01%	4220
2024 Q1	$12.2K	Hold	102	–	–	﹤0.01%	4195
2023 Q4	$11.2K	Buy	+102	New	+$10.7K	﹤0.01%	4205
2022 Q1	–	Sell	-1	Closed	–	–	5388
2021 Q4	$0	Buy	+1	New	+$108	﹤0.01%	4828
2020 Q1	–	Sell	-1	Closed	–	–	4154
2019 Q4	$0	Buy	+1	New	+$83	﹤0.01%	4184
2019 Q3	–	Sell	-77	Closed	-$6K	–	4156
2019 Q2	$6K	Hold	77	–	–	﹤0.01%	3344
2019 Q1	$6K	Sell	77 -23	-23%	-$1.7K	﹤0.01%	3228
2018 Q4	$7K	Buy	+100	New	+$7.32K	﹤0.01%	3120

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

Fidelity Investments's QWLD Position: Q1 2026 in Review

Fidelity Investments increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 5.3% in Q1 2026, buying an estimated $3.67K and bringing the position to 500 shares worth $71.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3951.

Fidelity Investments first reported a position in QWLD in Q4 2018 and has held it in 15 quarters since. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Fidelity Investments held 500 shares of State Street SPDR MSCI World StrategicFactors ETF worth $71.6K as of Q1 2026.
Fidelity Investments bought 25 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $3.67K.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3951 holding.
Fidelity Investments first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2018 and has held it in 15 quarters since.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.