Palatine Hill Wealth Management’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Palatine Hill Wealth Management’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	$1.17M	Buy	7,688 +555	+8%	+$83.3K	0.94%	17
2026 Q1	$1.02M	Buy	7,133 +428	+6%	+$62.8K	0.89%	18
2025 Q4	$960K	Buy	+6,705	New	+$949K	0.77%	16

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

Palatine Hill Wealth Management's QWLD Position: Q2 2026 in Review

Palatine Hill Wealth Management increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 7.8% in Q2 2026, buying an estimated $83.3K and bringing the position to 7,688 shares worth $1.17M. The position accounts for 0.94% of the portfolio, ranked #17.

Palatine Hill Wealth Management first reported a position in QWLD in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

Palatine Hill Wealth Management held 7,688 shares of State Street SPDR MSCI World StrategicFactors ETF worth $1.17M as of Q2 2026.
Palatine Hill Wealth Management bought 555 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $83.3K.
State Street SPDR MSCI World StrategicFactors ETF made up 0.94% of Palatine Hill Wealth Management's portfolio in Q2 2026, its #17 holding.
Palatine Hill Wealth Management first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2025 and has held it in 3 quarters since.
57 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Palatine Hill Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.