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 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 $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 $151M AUM 20.78% 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

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

Focus Partners Wealth's QWLD Position: Q1 2026 in Review

Focus Partners Wealth held its State Street SPDR MSCI World StrategicFactors ETF (QWLD) position steady in Q1 2026 at 4,359 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Focus Partners Wealth first reported a position in QWLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $625K in Q4 2025. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Focus Partners Wealth held 4,359 shares of State Street SPDR MSCI World StrategicFactors ETF worth $624K as of Q1 2026.
Focus Partners Wealth left its State Street SPDR MSCI World StrategicFactors ETF share count unchanged in Q1 2026.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1819 holding.
Focus Partners Wealth first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2024 and has held it in 7 quarters since.
Focus Partners Wealth's State Street SPDR MSCI World StrategicFactors ETF position peaked at $625K in Q4 2025.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.