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 Q2	–	Sell	-1,485	Closed	-$213K	–	1494
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 $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

Independent Advisor Alliance's QWLD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q2 2026, closing a stake of 1,485 shares — an estimated $213K sold.

Independent Advisor Alliance first reported a position in QWLD in Q4 2024 and held it in 2 quarters. The position peaked at $1.52M in Q4 2024. 57 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 1,485 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $213K.
Independent Advisor Alliance first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's State Street SPDR MSCI World StrategicFactors ETF position peaked at $1.52M in Q4 2024.
57 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.