Raymond James Financial Services Advisors’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Raymond James Financial Services 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
2024 Q3	$6.87M	Sell	53,352 -810	-1%	-$101K	0.01%	1066
2024 Q2	$6.52M	Buy	54,162 +1,283	+2%	+$152K	0.01%	1031
2024 Q1	$6.34M	Buy	52,879 +38,013	+256%	+$4.35M	0.01%	1011
2023 Q4	$1.64M	Buy	14,866 +148	+1%	+$15.5K	﹤0.01%	1681
2023 Q3	$1.49M	Buy	14,718 +1,077	+8%	+$112K	﹤0.01%	1677
2023 Q2	$1.42M	Sell	13,641 -2,451	-15%	-$248K	﹤0.01%	1723
2023 Q1	$1.6M	Buy	+16,092	New	+$1.56M	﹤0.01%	1619

Other funds holding QWLD

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFC

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FWM

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAP

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Raymond James Financial Services Advisors's QWLD Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 1.5% in Q3 2024, selling an estimated $101K and leaving 53,352 shares worth $6.87M. The position accounts for 0.01% of the portfolio, ranked #1066.

Raymond James Financial Services Advisors first reported a position in QWLD in Q1 2023 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold QWLD as of Q3 2024.

Raymond James Financial Services Advisors held 53,352 shares of State Street SPDR MSCI World StrategicFactors ETF worth $6.87M as of Q3 2024.
Raymond James Financial Services Advisors sold 810 State Street SPDR MSCI World StrategicFactors ETF shares in Q3 2024, an estimated $101K.
State Street SPDR MSCI World StrategicFactors ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1066 holding.
Raymond James Financial Services Advisors first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q1 2023 and has held it in 7 quarters since.
42 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.