Merit Financial Group’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Merit Financial Group’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	-1,894	Closed	-$271K	–	2181
2025 Q4	$271K	Sell	1,894 -3,033	-62%	-$429K	﹤0.01%	1617
2025 Q3	$692K	Sell	4,927 -5,414	-52%	-$741K	0.01%	1012
2025 Q2	$1.39M	Sell	10,341 -2,825	-21%	-$364K	0.02%	644
2025 Q1	$1.68M	Buy	13,166 +2,907	+28%	+$372K	0.03%	481
2024 Q4	$1.27M	Buy	+10,259	New	+$1.31M	0.02%	445
2022 Q3	–	Sell	-2,227	Closed	-$203K	–	630
2022 Q2	$203K	Sell	2,227 -346	-13%	-$33.9K	0.01%	518
2022 Q1	$272K	Buy	2,573 +746	+41%	+$78.1K	0.02%	316
2021 Q4	$202K	Buy	+1,827	New	+$197K	0.02%	264

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 $186M AUM 30.5% 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

Merit Financial Group's QWLD Position: Q1 2026 in Review

Merit Financial Group sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q1 2026, closing a stake of 1,894 shares — an estimated $271K sold.

Merit Financial Group first reported a position in QWLD in Q4 2021 and held it in 8 quarters. The position peaked at $1.68M in Q1 2025. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Merit Financial Group reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q1 2026 after selling out during the quarter.
Merit Financial Group sold 1,894 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $271K.
Merit Financial Group first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2021 and held it in 8 quarters.
Merit Financial Group's State Street SPDR MSCI World StrategicFactors ETF position peaked at $1.68M in Q1 2025.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.