Root Financial Partners’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Root Financial Partners’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
2025 Q4	–	Sell	-654	Closed	-$91.8K	–	2508
2025 Q3	$91.8K	Buy	+654	New	+$89.5K	0.01%	469

Other funds holding QWLD

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

FWM

Fingerlakes Wealth Management Ithaca, New York $151M AUM 20.78% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 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

Root Financial Partners's QWLD Position: Q4 2025 in Review

Root Financial Partners sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q4 2025, closing a stake of 654 shares — an estimated $91.8K sold.

Root Financial Partners first reported a position in QWLD in Q3 2025 and held it in 1 quarter. The position peaked at $91.8K in Q3 2025. 56 funds tracked by Wall St. Rank hold QWLD as of Q4 2025.

Root Financial Partners reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q4 2025 after selling out during the quarter.
Root Financial Partners sold 654 State Street SPDR MSCI World StrategicFactors ETF shares in Q4 2025, an estimated $91.8K.
Root Financial Partners first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2025 and held it in 1 quarter.
Root Financial Partners's State Street SPDR MSCI World StrategicFactors ETF position peaked at $91.8K in Q3 2025.
56 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.