MA
QWLD

Mutual Advisors’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Mutual Advisors’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 		– Sell
-3,375
Closed -$273K – 614
2019
Q3 		$273K Buy
+3,375
New +$269K 0.04% 444

Other funds holding QWLD

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Jane Street
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
SS
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
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Mutual Advisors's QWLD Position: Q4 2019 in Review

Mutual Advisors sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q4 2019, closing a stake of 3,375 shares — an estimated $273K sold.

Mutual Advisors first reported a position in QWLD in Q3 2019 and held it in 1 quarter. The position peaked at $273K in Q3 2019. 16 funds tracked by Wall St. Rank hold QWLD as of Q4 2019.

  • Mutual Advisors reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q4 2019 after selling out during the quarter.
  • Mutual Advisors sold 3,375 State Street SPDR MSCI World StrategicFactors ETF shares in Q4 2019, an estimated $273K.
  • Mutual Advisors first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2019 and held it in 1 quarter.
  • Mutual Advisors's State Street SPDR MSCI World StrategicFactors ETF position peaked at $273K in Q3 2019.
  • 16 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q4 2019.

Based on Mutual Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.