IFP Advisors’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

IFP Advisors’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
2025 Q1	–	Sell	-1,997	Closed	-$247K	–	4572
2024 Q4	$247K	Hold	1,997	–	–	0.01%	1038
2024 Q3	$257K	Hold	1,997	–	–	0.01%	974
2024 Q2	$240K	Hold	1,997	–	–	0.01%	952
2024 Q1	$239K	Hold	1,997	–	–	0.01%	913
2023 Q4	$220K	Hold	1,997	–	–	0.01%	906
2023 Q3	$202K	Buy	+1,997	New	+$209K	0.01%	958
2023 Q1	–	Sell	-48	Closed	-$4K	–	4209
2022 Q4	$4K	Hold	48	–	–	﹤0.01%	3928
2022 Q3	$4K	Hold	48	–	–	﹤0.01%	4148
2022 Q2	$4K	Hold	48	–	–	﹤0.01%	3911
2022 Q1	$4K	Buy	+48	New	+$5.03K	﹤0.01%	3910

Other funds holding QWLD

LPL Financial San Diego, California $377B AUM 19.32% 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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

FWM

Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

IFP Advisors's QWLD Position: Q1 2025 in Review

IFP Advisors sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q1 2025, closing a stake of 1,997 shares — an estimated $247K sold.

IFP Advisors first reported a position in QWLD in Q1 2022 and held it in 10 quarters. The position peaked at $257K in Q3 2024. 48 funds tracked by Wall St. Rank hold QWLD as of Q1 2025.

IFP Advisors reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 1,997 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2025, an estimated $247K.
IFP Advisors first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q1 2022 and held it in 10 quarters.
IFP Advisors's State Street SPDR MSCI World StrategicFactors ETF position peaked at $257K in Q3 2024.
48 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.