Integrated Wealth Concepts’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Integrated Wealth Concepts’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	$370K	Buy	2,435 +174	+8%	+$26.1K	﹤0.01%	1956
2026 Q1	$324K	Buy	2,261 +156	+7%	+$22.9K	﹤0.01%	1807
2025 Q4	$302K	Sell	2,105 -3	-0.1%	-$425	﹤0.01%	1317
2025 Q3	$296K	Buy	+2,108	New	+$288K	﹤0.01%	1639

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

Integrated Wealth Concepts's QWLD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 7.7% in Q2 2026, buying an estimated $26.1K and bringing the position to 2,435 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Integrated Wealth Concepts first reported a position in QWLD in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

Integrated Wealth Concepts held 2,435 shares of State Street SPDR MSCI World StrategicFactors ETF worth $370K as of Q2 2026.
Integrated Wealth Concepts bought 174 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $26.1K.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1956 holding.
Integrated Wealth Concepts first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2025 and has held it in 4 quarters since.
57 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.