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

Financial Enhancement Group’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
2024 Q4	–	Sell	-6,909	Closed	-$696K	–	140
2024 Q3	$696K	Buy	6,909 +2,020	+41%	+$251K	0.14%	89
2024 Q2	$597K	Buy	4,889 +609	+14%	+$72.3K	0.1%	86
2024 Q1	$497K	Sell	4,280 -2,699	-39%	-$309K	0.08%	96
2023 Q4	$765K	Buy	6,979 +681	+11%	+$71.2K	0.13%	80
2023 Q3	$649K	Buy	6,298 +76	+1%	+$7.94K	0.12%	88
2023 Q2	$655K	Sell	6,222 -687	-10%	-$69.6K	0.12%	90
2023 Q1	$696K	Buy	6,909 +46	+0.7%	+$4.46K	0.14%	89
2022 Q4	$677K	Buy	6,863 +3,328	+94%	+$308K	0.13%	90
2022 Q3	$300K	Buy	+3,535	New	+$331K	0.07%	92

Other funds holding QWLD

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

FWM

Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Enhancement Group's QWLD Position: Q4 2024 in Review

Financial Enhancement Group sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q4 2024, closing a stake of 6,909 shares — an estimated $696K sold.

Financial Enhancement Group first reported a position in QWLD in Q3 2022 and held it in 9 quarters. The position peaked at $765K in Q4 2023. 44 funds tracked by Wall St. Rank hold QWLD as of Q4 2024.

Financial Enhancement Group reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q4 2024 after selling out during the quarter.
Financial Enhancement Group sold 6,909 State Street SPDR MSCI World StrategicFactors ETF shares in Q4 2024, an estimated $696K.
Financial Enhancement Group first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2022 and held it in 9 quarters.
Financial Enhancement Group's State Street SPDR MSCI World StrategicFactors ETF position peaked at $765K in Q4 2023.
44 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q4 2024.

Based on Financial Enhancement Group's 13F filing for Q4 2024, filed 14 Jan 2025.