Independent Advisor Alliance’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Independent Advisor Alliance’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	$213K	Buy	+1,485	New	+$218K	﹤0.01%	1472
2025 Q1	–	Sell	-12,242	Closed	-$1.52M	–	1237
2024 Q4	$1.52M	Buy	+12,242	New	+$1.57M	0.02%	594

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

Independent Advisor Alliance's QWLD Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q1 2026: 1,485 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1472 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in QWLD as recently as Q4 2024.

Independent Advisor Alliance first reported a position in QWLD in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.52M in Q4 2024. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Independent Advisor Alliance held 1,485 shares of State Street SPDR MSCI World StrategicFactors ETF worth $213K as of Q1 2026.
State Street SPDR MSCI World StrategicFactors ETF was a new Independent Advisor Alliance position in Q1 2026.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1472 holding.
Independent Advisor Alliance first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2024 and has held it in 2 quarters since.
Independent Advisor Alliance's State Street SPDR MSCI World StrategicFactors ETF position peaked at $1.52M in Q4 2024.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.