Strategic Wealth Partners’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Strategic Wealth 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
2026 Q1	–	Sell	-33	Closed	-$4.73K	–	1541
2025 Q4	$4.73K	Hold	33	–	–	﹤0.01%	1062
2025 Q3	$4.63K	Buy	+33	New	+$4.51K	﹤0.01%	1053

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Strategic Wealth Partners's QWLD Position: Q1 2026 in Review

Strategic Wealth Partners sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q1 2026, closing a stake of 33 shares — an estimated $4.73K sold.

Strategic Wealth Partners first reported a position in QWLD in Q3 2025 and held it in 2 quarters. The position peaked at $4.73K in Q4 2025. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

Strategic Wealth Partners reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q1 2026 after selling out during the quarter.
Strategic Wealth Partners sold 33 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $4.73K.
Strategic Wealth Partners first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2025 and held it in 2 quarters.
Strategic Wealth Partners's State Street SPDR MSCI World StrategicFactors ETF position peaked at $4.73K in Q4 2025.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.