Harbour Investments’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Harbour Investments’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	$6.3K	Hold	44	–	–	﹤0.01%	3489
2025 Q4	$6.3K	Hold	44	–	–	﹤0.01%	2937
2025 Q3	$6.18K	Hold	44	–	–	﹤0.01%	2905
2025 Q2	$5.93K	Hold	44	–	–	﹤0.01%	2814
2025 Q1	$5.62K	Hold	44	–	–	﹤0.01%	2777
2024 Q4	$5.45K	Hold	44	–	–	﹤0.01%	2699
2024 Q3	$5.67K	Hold	44	–	–	﹤0.01%	2586
2024 Q2	$5.29K	Hold	44	–	–	﹤0.01%	2492
2024 Q1	$5.28K	Hold	44	–	–	﹤0.01%	2463
2023 Q4	$4.85K	Hold	44	–	–	﹤0.01%	2422
2023 Q3	$4.46K	Hold	44	–	–	﹤0.01%	2310
2023 Q2	$4.58K	Hold	44	–	–	﹤0.01%	2306
2023 Q1	$4.38K	Hold	44	–	–	﹤0.01%	2319
2022 Q4	$4.13K	Hold	44	–	–	﹤0.01%	2277
2022 Q3	$4K	Hold	44	–	–	﹤0.01%	2256
2022 Q2	$4K	Buy	+44	New	+$4.31K	﹤0.01%	2256
2021 Q4	$5K	Hold	44	–	–	﹤0.01%	2189
2021 Q3	$5K	Hold	44	–	–	﹤0.01%	3007
2021 Q2	$5K	Buy	+44	New	+$4.48K	﹤0.01%	3076

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

Harbour Investments's QWLD Position: Q1 2026 in Review

Harbour Investments held its State Street SPDR MSCI World StrategicFactors ETF (QWLD) position steady in Q1 2026 at 44 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3489.

Harbour Investments first reported a position in QWLD in Q2 2021 and has held it in 19 quarters since. The position peaked at $6.3K in Q4 2025. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Harbour Investments held 44 shares of State Street SPDR MSCI World StrategicFactors ETF worth $6.3K as of Q1 2026.
Harbour Investments 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 Harbour Investments's portfolio in Q1 2026, its #3489 holding.
Harbour Investments first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q2 2021 and has held it in 19 quarters since.
Harbour Investments's State Street SPDR MSCI World StrategicFactors ETF position peaked at $6.3K in Q4 2025.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.