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 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 $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

New England Private Wealth Advisors's QWLD Position: Q1 2026 in Review

New England Private Wealth Advisors held its State Street SPDR MSCI World StrategicFactors ETF (QWLD) position steady in Q1 2026 at 5,785 shares worth $828K. The position accounts for 0.1% of the portfolio, ranked #110.

New England Private Wealth Advisors first reported a position in QWLD in Q4 2018 and has held it in 30 quarters since. The position peaked at $829K in Q4 2025. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

New England Private Wealth Advisors held 5,785 shares of State Street SPDR MSCI World StrategicFactors ETF worth $828K as of Q1 2026.
New England Private Wealth Advisors left its State Street SPDR MSCI World StrategicFactors ETF share count unchanged in Q1 2026.
State Street SPDR MSCI World StrategicFactors ETF made up 0.1% of New England Private Wealth Advisors's portfolio in Q1 2026, its #110 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 30 quarters since.
New England Private Wealth Advisors's State Street SPDR MSCI World StrategicFactors ETF position peaked at $829K in Q4 2025.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on New England Private Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.