Morgan Stanley’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Morgan Stanley’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	$37.6K	Sell	263 -21	-7%	-$3.08K	﹤0.01%	6523
2025 Q4	$40.7K	Sell	284 -1,834	-87%	-$260K	﹤0.01%	6494
2025 Q3	$297K	Buy	2,118 +1,834	+646%	+$251K	﹤0.01%	5728
2025 Q2	$38.3K	Sell	284 -149	-34%	-$19.2K	﹤0.01%	6441
2025 Q1	$55.3K	Hold	433	–	–	﹤0.01%	6236
2024 Q4	$53.6K	Buy	433 +285	+193%	+$36.4K	﹤0.01%	6263
2024 Q3	$19.1K	Hold	148	–	–	﹤0.01%	6518
2024 Q2	$17.8K	Buy	+148	New	+$17.6K	﹤0.01%	6506
2015 Q4	–	Sell	-940	Closed	-$54K	–	6763
2015 Q3	$54K	Sell	940 -87	-8%	-$5.3K	﹤0.01%	5695
2015 Q2	$63K	Hold	1,027	–	–	﹤0.01%	5774
2015 Q1	$64K	Buy	1,027 +940	+1,080%	+$57.9K	﹤0.01%	5704
2014 Q4	$5K	Buy	+87	New	+$5.24K	﹤0.01%	6337

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

Morgan Stanley's QWLD Position: Q1 2026 in Review

Morgan Stanley reduced its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 7.4% in Q1 2026, selling an estimated $3.08K and leaving 263 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6523.

Morgan Stanley first reported a position in QWLD in Q4 2014 and has held it in 12 quarters since. The position peaked at $297K in Q3 2025. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Morgan Stanley held 263 shares of State Street SPDR MSCI World StrategicFactors ETF worth $37.6K as of Q1 2026.
Morgan Stanley sold 21 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $3.08K.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6523 holding.
Morgan Stanley first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2014 and has held it in 12 quarters since.
Morgan Stanley's State Street SPDR MSCI World StrategicFactors ETF position peaked at $297K in Q3 2025.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.