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

Raymond James Financial’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	$5.4M	Sell	37,715 -1,684	-4%	-$247K	﹤0.01%	2523
2025 Q4	$5.64M	Sell	39,399 -47,387	-55%	-$6.71M	﹤0.01%	2423
2025 Q3	$12.2M	Buy	86,786 +4,931	+6%	+$675K	﹤0.01%	1770
2025 Q2	$11M	Sell	81,855 -21,968	-21%	-$2.83M	﹤0.01%	1788
2025 Q1	$13.3M	Buy	103,823 +38,610	+59%	+$4.95M	0.01%	1598
2024 Q4	$8.08M	Buy	+65,213	New	+$8.34M	﹤0.01%	2004

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 22.89% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial's QWLD Position: Q1 2026 in Review

Raymond James Financial reduced its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 4.3% in Q1 2026, selling an estimated $247K and leaving 37,715 shares worth $5.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

Raymond James Financial first reported a position in QWLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.3M in Q1 2025. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Raymond James Financial held 37,715 shares of State Street SPDR MSCI World StrategicFactors ETF worth $5.4M as of Q1 2026.
Raymond James Financial sold 1,684 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $247K.
State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2523 holding.
Raymond James Financial first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's State Street SPDR MSCI World StrategicFactors ETF position peaked at $13.3M in Q1 2025.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.