Ladenburg Thalmann Financial Services’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$16K	Buy	188 +33	+21%	+$2.75K	﹤0.01%	4260
2019 Q3	$13K	Hold	155	–	–	﹤0.01%	4268
2019 Q2	$13K	Buy	155 +1	+0.6%	+$78	﹤0.01%	4314
2019 Q1	$11K	Buy	154 +84	+120%	+$6.22K	﹤0.01%	4321
2018 Q4	$5K	Sell	70 -83	-54%	-$6.07K	﹤0.01%	4607
2018 Q3	$12K	Buy	+153	New	+$11.8K	﹤0.01%	4192

Other funds holding QWLD

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Ladenburg Thalmann Financial Services's QWLD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 21% in Q4 2019, buying an estimated $2.75K and bringing the position to 188 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #4260.

Ladenburg Thalmann Financial Services first reported a position in QWLD in Q3 2018 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold QWLD as of Q4 2019.

Ladenburg Thalmann Financial Services held 188 shares of State Street SPDR MSCI World StrategicFactors ETF worth $16K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 33 State Street SPDR MSCI World StrategicFactors ETF shares in Q4 2019, an estimated $2.75K.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4260 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2018 and has held it in 6 quarters since.
16 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.