New England Private Wealth Advisors’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

New England Private Wealth 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
2026 Q2	$887K	Buy	5,800 +15	+0.3%	+$2.25K	0.09%	116
2026 Q1	$828K	Hold	5,785	–	–	0.1%	110
2025 Q4	$829K	Buy	5,785 +18	+0.3%	+$2.55K	0.1%	104
2025 Q3	$810K	Hold	5,767	–	–	0.11%	103
2025 Q2	$775K	Buy	5,767 +16	+0.3%	+$2.06K	0.11%	95
2025 Q1	$734K	Hold	5,751	–	–	0.11%	89
2024 Q4	$712K	Buy	5,751 +16	+0.3%	+$2.04K	0.11%	92
2024 Q3	$739K	Buy	5,735 +807	+16%	+$100K	0.12%	88
2024 Q2	$593K	Buy	4,928 +866	+21%	+$103K	0.1%	88
2024 Q1	$485K	Hold	4,062	–	–	0.09%	95
2023 Q4	$447K	Buy	4,062 +15	+0.4%	+$1.57K	0.08%	90
2023 Q3	$410K	Hold	4,047	–	–	0.09%	87
2023 Q2	$422K	Buy	4,047 +16	+0.4%	+$1.62K	0.09%	82
2023 Q1	$401K	Hold	4,031	–	–	0.08%	81
2022 Q4	$378K	Buy	4,031 +16	+0.4%	+$1.48K	0.08%	80
2022 Q3	$340K	Buy	4,015 +18	+0.5%	+$1.68K	0.08%	80
2022 Q2	$422K	Sell	3,997 -1	-0%	-$98	0.08%	81
2022 Q1	$422K	Sell	3,998 -6,000	-60%	-$628K	0.08%	81
2021 Q4	$574K	Buy	9,998 +6,016	+151%	+$649K	0.1%	72
2021 Q3	$412K	Hold	3,982	–	–	0.08%	78
2021 Q2	$412K	Buy	3,982 +14	+0.4%	+$1.43K	0.08%	77
2021 Q1	$386K	Hold	3,968	–	–	0.07%	76
2020 Q4	$367K	Buy	3,968 +14	+0.4%	+$1.24K	0.08%	67
2020 Q3	$330K	Hold	3,954	–	–	0.08%	67
2020 Q2	$312K	Buy	3,954 +16	+0.4%	+$1.22K	0.09%	67
2020 Q1	$272K	Buy	3,938 +468	+13%	+$37.9K	0.09%	65
2019 Q4	$297K	Buy	3,470 +13	+0.4%	+$1.08K	0.08%	64
2019 Q3	$278K	Hold	3,457	–	–	0.07%	121
2019 Q2	$275K	Hold	3,457	–	–	0.07%	124
2019 Q1	$267K	Hold	3,457	–	–	0.07%	124
2018 Q4	$237K	Buy	+3,457	New	+$253K	0.07%	121

Other funds holding QWLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.24B AUM 25.26% 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 $9.93B AUM 28.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New England Private Wealth Advisors's QWLD Position: Q2 2026 in Review

New England Private Wealth Advisors increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 0.26% in Q2 2026, buying an estimated $2.25K and bringing the position to 5,800 shares worth $887K. The position accounts for 0.09% of the portfolio, ranked #116.

New England Private Wealth Advisors first reported a position in QWLD in Q4 2018 and has held it in 31 quarters since. 57 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

New England Private Wealth Advisors held 5,800 shares of State Street SPDR MSCI World StrategicFactors ETF worth $887K as of Q2 2026.
New England Private Wealth Advisors bought 15 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $2.25K.
State Street SPDR MSCI World StrategicFactors ETF made up 0.09% of New England Private Wealth Advisors's portfolio in Q2 2026, its #116 holding.
New England Private Wealth Advisors first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2018 and has held it in 31 quarters since.
57 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.