Kestra Advisory Services’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Kestra Advisory Services’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	–	Sell	-214	Closed	-$30.7K	–	4127
2025 Q4	$30.7K	Buy	+214	New	+$30.3K	﹤0.01%	4277

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

Kestra Advisory Services's QWLD Position: Q1 2026 in Review

Kestra Advisory Services sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q1 2026, closing a stake of 214 shares — an estimated $30.7K sold.

Kestra Advisory Services first reported a position in QWLD in Q4 2025 and held it in 1 quarter. The position peaked at $30.7K in Q4 2025. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Kestra Advisory Services reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 214 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $30.7K.
Kestra Advisory Services first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's State Street SPDR MSCI World StrategicFactors ETF position peaked at $30.7K in Q4 2025.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.