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

Golden State 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 Q2	$175K	Sell	1,151 -750	-39%	-$113K	0.02%	440
2026 Q1	$272K	Sell	1,901 -3,084	-62%	-$452K	0.03%	340
2025 Q4	$714K	Sell	4,985 -218	-4%	-$30.9K	0.08%	206
2025 Q3	$731K	Sell	5,203 -3,411	-40%	-$467K	0.08%	188
2025 Q2	$1.16M	Buy	+8,614	New	+$1.11M	0.14%	127

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

Golden State Wealth Management's QWLD Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 39% in Q2 2026, selling an estimated $113K and leaving 1,151 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #440.

Golden State Wealth Management first reported a position in QWLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q2 2025. 57 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

Golden State Wealth Management held 1,151 shares of State Street SPDR MSCI World StrategicFactors ETF worth $175K as of Q2 2026.
Golden State Wealth Management sold 750 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $113K.
State Street SPDR MSCI World StrategicFactors ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #440 holding.
Golden State Wealth Management first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q2 2025 and has held it in 5 quarters since.
Golden State Wealth Management's State Street SPDR MSCI World StrategicFactors ETF position peaked at $1.16M in Q2 2025.
57 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.