Steward Partners Investment Advisory’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Steward Partners Investment Advisory’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	$9.49M	Buy	66,299 +16,717	+34%	+$2.45M	0.05%	342
2025 Q4	$7.1M	Buy	+49,582	New	+$7.02M	0.04%	385

Other funds holding QWLD

LPL Financial San Diego, California $445B AUM 25.58% 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 $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

Steward Partners Investment Advisory's QWLD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 34% in Q1 2026, buying an estimated $2.45M and bringing the position to 66,299 shares worth $9.49M. The position accounts for 0.05% of the portfolio, ranked #342.

Steward Partners Investment Advisory first reported a position in QWLD in Q4 2025 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Steward Partners Investment Advisory held 66,299 shares of State Street SPDR MSCI World StrategicFactors ETF worth $9.49M as of Q1 2026.
Steward Partners Investment Advisory bought 16,717 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $2.45M.
State Street SPDR MSCI World StrategicFactors ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #342 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2025 and has held it in 2 quarters since.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.