Simplicity Solutions’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Simplicity Solutions’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
2020 Q2	–	Sell	-5,062	Closed	-$349K	–	916
2020 Q1	$349K	Buy	5,062 +1,343	+36%	+$109K	0.01%	575
2019 Q4	$318K	Buy	+3,719	New	+$310K	0.01%	661

Other funds holding QWLD

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

GWM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's QWLD Position: Q2 2020 in Review

Simplicity Solutions sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q2 2020, closing a stake of 5,062 shares — an estimated $349K sold.

Simplicity Solutions first reported a position in QWLD in Q4 2019 and held it in 2 quarters. The position peaked at $349K in Q1 2020. 18 funds tracked by Wall St. Rank hold QWLD as of Q2 2020.

Simplicity Solutions reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q2 2020 after selling out during the quarter.
Simplicity Solutions sold 5,062 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2020, an estimated $349K.
Simplicity Solutions first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2019 and held it in 2 quarters.
Simplicity Solutions's State Street SPDR MSCI World StrategicFactors ETF position peaked at $349K in Q1 2020.
18 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2020.

Based on Simplicity Solutions's 13F filing for Q2 2020, filed 6 Aug 2020.