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

Professional Financial 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
2022 Q4	–	Sell	-4	Closed	–	–	364
2022 Q3	$0	Hold	4	–	–	﹤0.01%	505
2022 Q2	$0	Sell	4 -272	-99%	-$26.6K	﹤0.01%	499
2022 Q1	$29K	Sell	276 -3	-1%	-$314	0.01%	198
2021 Q4	$31K	Hold	279	–	–	0.01%	213
2021 Q3	$29K	Hold	279	–	–	0.02%	180
2021 Q2	$29K	Buy	279 +3	+1%	+$306	0.02%	187
2021 Q1	$27K	Hold	276	–	–	0.02%	172
2020 Q4	$26K	Buy	276 +2	+0.7%	+$177	0.02%	169
2020 Q3	$22K	Buy	+274	New	+$22.8K	0.02%	159

Other funds holding QWLD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

FWM

Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Professional Financial Advisors's QWLD Position: Q4 2022 in Review

Professional Financial Advisors sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q4 2022, closing a stake of 4 shares.

Professional Financial Advisors first reported a position in QWLD in Q3 2020 and held it in 9 quarters. The position peaked at $31K in Q4 2021. 20 funds tracked by Wall St. Rank hold QWLD as of Q4 2022.

Professional Financial Advisors reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 4 State Street SPDR MSCI World StrategicFactors ETF shares in Q4 2022.
Professional Financial Advisors first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's State Street SPDR MSCI World StrategicFactors ETF position peaked at $31K in Q4 2021.
20 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.