Focus Partners Wealth’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Focus Partners Wealth’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	$481K	Sell	3,167 -1,192	-27%	-$179K	﹤0.01%	1984
2026 Q1	$624K	Hold	4,359	–	–	﹤0.01%	1819
2025 Q4	$625K	Buy	4,359 +6	+0.1%	+$849	﹤0.01%	1855
2025 Q3	$611K	Hold	4,353	–	–	﹤0.01%	1521
2025 Q2	$587K	Hold	4,353	–	–	﹤0.01%	1358
2025 Q1	$556K	Hold	4,353	–	–	﹤0.01%	1300
2024 Q4	$539K	Hold	4,353	–	–	﹤0.01%	1289
2024 Q3	$561K	Buy	+4,353	New	+$541K	﹤0.01%	1112

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

Focus Partners Wealth's QWLD Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 27% in Q2 2026, selling an estimated $179K and leaving 3,167 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Focus Partners Wealth first reported a position in QWLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $625K in Q4 2025. 57 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

Focus Partners Wealth held 3,167 shares of State Street SPDR MSCI World StrategicFactors ETF worth $481K as of Q2 2026.
Focus Partners Wealth sold 1,192 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $179K.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1984 holding.
Focus Partners Wealth first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's State Street SPDR MSCI World StrategicFactors ETF position peaked at $625K in Q4 2025.
57 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.