FWM
QWLD

Fingerlakes Wealth Management’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Fingerlakes Wealth 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
Q1 		$4.45M Buy
31,060
+795
+3% +$117K 2.95% 9
2025
Q4 		$4.34M Buy
30,265
+1,736
+6% +$246K 2.76% 10
2025
Q3 		$4.01M Buy
28,529
+1,680
+6% +$230K 2.61% 11
2025
Q2 		$3.62M Buy
26,849
+3,309
+14% +$426K 2.7% 10
2025
Q1 		$3.01M Buy
23,540
+979
+4% +$125K 2.56% 11
2024
Q4 		$2.79M Buy
22,561
+964
+4% +$123K 2.26% 11
2024
Q3 		$2.78M Sell
21,597
-590
-3% -$73.4K 2.31% 11
2024
Q2 		$2.67M Buy
22,187
+2,594
+13% +$308K 2.39% 10
2024
Q1 		$2.35M Buy
19,593
+450
+2% +$51.5K 2.27% 11
2023
Q4 		$2.11M Buy
19,143
+920
+5% +$96.1K 2.27% 9
2023
Q3 		$1.85M Buy
18,223
+832
+5% +$86.9K 2.26% 10
2023
Q2 		$1.81M Buy
17,391
+943
+6% +$95.6K 2.07% 13
2023
Q1 		$1.64M Buy
16,448
+1,736
+12% +$169K 2.04% 12
2022
Q4 		$1.38M Sell
14,712
-568
-4% -$52.5K 1.9% 14
2022
Q3 		$1.3M Buy
15,280
+1,506
+11% +$141K 1.89% 14
2022
Q2 		$1.26M Buy
13,774
+2,524
+22% +$247K 1.72% 15
2022
Q1 		$1.19M Buy
11,250
+742
+7% +$77.7K 1.39% 21
2021
Q4 		$1.17M Buy
+10,508
New +$1.13M 1.31% 25

Other funds holding QWLD

LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Fingerlakes Wealth Management's QWLD Position: Q1 2026 in Review

Fingerlakes Wealth Management increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 2.6% in Q1 2026, buying an estimated $117K and bringing the position to 31,060 shares worth $4.45M. The position accounts for 2.95% of the portfolio, ranked #9.

Fingerlakes Wealth Management first reported a position in QWLD in Q4 2021 and has held it in 18 quarters since. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

  • Fingerlakes Wealth Management held 31,060 shares of State Street SPDR MSCI World StrategicFactors ETF worth $4.45M as of Q1 2026.
  • Fingerlakes Wealth Management bought 795 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $117K.
  • State Street SPDR MSCI World StrategicFactors ETF made up 2.95% of Fingerlakes Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Fingerlakes Wealth Management first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2021 and has held it in 18 quarters since.
  • 55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.