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 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 $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

Integrated Wealth Concepts's QWLD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 7.4% in Q1 2026, buying an estimated $22.9K and bringing the position to 2,261 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Integrated Wealth Concepts first reported a position in QWLD in Q3 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Integrated Wealth Concepts held 2,261 shares of State Street SPDR MSCI World StrategicFactors ETF worth $324K as of Q1 2026.
Integrated Wealth Concepts bought 156 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $22.9K.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1807 holding.
Integrated Wealth Concepts first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2025 and has held it in 3 quarters since.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.