RIM
QWLD

Rockbridge Investment Management’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-82
Closed -$9.03K – 506
2023
Q4 		$9.03K Buy
+82
New +$8.57K ﹤0.01% 410

Other funds holding QWLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FWM
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
ITB
Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rockbridge Investment Management's QWLD Position: Q1 2024 in Review

Rockbridge Investment Management sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q1 2024, closing a stake of 82 shares — an estimated $9.03K sold.

Rockbridge Investment Management first reported a position in QWLD in Q4 2023 and held it in 1 quarter. The position peaked at $9.03K in Q4 2023. 34 funds tracked by Wall St. Rank hold QWLD as of Q1 2024.

  • Rockbridge Investment Management reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 82 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2024, an estimated $9.03K.
  • Rockbridge Investment Management first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's State Street SPDR MSCI World StrategicFactors ETF position peaked at $9.03K in Q4 2023.
  • 34 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.