Ignite Planners’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Ignite Planners’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 Q4	–	Sell	-1,533	Closed	-$215K	–	423
2025 Q3	$215K	Sell	1,533 -406	-21%	-$55.5K	0.04%	351
2025 Q2	$259K	Sell	1,939 -23,244	-92%	-$2.99M	0.05%	301
2025 Q1	$3.22M	Buy	25,183 +2,839	+13%	+$364K	0.63%	39
2024 Q4	$2.78M	Buy	22,344 +1,021	+5%	+$131K	0.61%	40
2024 Q3	$2.75M	Buy	21,323 +2,220	+12%	+$276K	0.63%	38
2024 Q2	$2.33M	Buy	19,103 +2,222	+13%	+$264K	0.57%	42
2024 Q1	$2.02M	Buy	16,881 +4,584	+37%	+$524K	0.57%	39
2023 Q4	$1.35M	Buy	12,297 +4,372	+55%	+$457K	0.4%	66
2023 Q3	$796K	Buy	+7,925	New	+$828K	0.24%	105

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Ignite Planners's QWLD Position: Q4 2025 in Review

Ignite Planners sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q4 2025, closing a stake of 1,533 shares — an estimated $215K sold.

Ignite Planners first reported a position in QWLD in Q3 2023 and held it in 9 quarters. The position peaked at $3.22M in Q1 2025. 56 funds tracked by Wall St. Rank hold QWLD as of Q4 2025.

Ignite Planners reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q4 2025 after selling out during the quarter.
Ignite Planners sold 1,533 State Street SPDR MSCI World StrategicFactors ETF shares in Q4 2025, an estimated $215K.
Ignite Planners first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2023 and held it in 9 quarters.
Ignite Planners's State Street SPDR MSCI World StrategicFactors ETF position peaked at $3.22M in Q1 2025.
56 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q4 2025.

Based on Ignite Planners's 13F filing for Q4 2025, filed 6 Feb 2026.