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

Stratos 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
Q3 		$3.05M Sell
19,782
-2,309
-10% -$360K 0.03% 468
2026
Q2 		$3.36M Buy
22,091
+1,443
+7% +$217K 0.03% 445
2026
Q1 		$2.96M Buy
20,648
+2,662
+15% +$390K 0.03% 458
2025
Q4 		$2.58M Buy
17,986
+1,016
+6% +$144K 0.03% 485
2025
Q3 		$2.38M Buy
16,970
+4,410
+35% +$603K 0.03% 489
2025
Q2 		$1.69M Buy
12,560
+322
+3% +$41.5K 0.02% 545
2025
Q1 		$1.56M Buy
12,238
+981
+9% +$126K 0.02% 517
2024
Q4 		$1.39M Buy
11,257
+238
+2% +$30.4K 0.02% 576
2024
Q3 		$1.42M Sell
11,019
-575
-5% -$71.5K 0.02% 557
2024
Q2 		$1.39M Buy
11,594
+154
+1% +$18.3K 0.02% 547
2024
Q1 		$1.37M Sell
11,440
-5,292
-32% -$605K 0.02% 548
2023
Q4 		$1.84M Sell
16,732
-706
-4% -$73.8K 0.03% 433
2023
Q3 		$1.77M Buy
17,438
+740
+4% +$77.3K 0.04% 401
2023
Q2 		$1.74M Buy
16,698
+13,819
+480% +$1.4M 0.04% 377
2023
Q1 		$286K Sell
2,879
-4,323
-60% -$420K 0.01% 893
2022
Q4 		$676K Buy
+7,202
New +$666K 0.02% 623

Other funds holding QWLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fingerlakes Wealth Management
Fingerlakes Wealth Management Ithaca, New York $187M AUM 21.57% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stratos Wealth Partners's QWLD Position: Q3 2026 in Review

Stratos Wealth Partners reduced its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 10% in Q3 2026, selling an estimated $360K and leaving 19,782 shares worth $3.05M. The position accounts for 0.03% of the portfolio, ranked #468.

Stratos Wealth Partners first reported a position in QWLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.36M in Q2 2026. 50 funds tracked by Wall St. Rank hold QWLD as of Q3 2026.

  • Stratos Wealth Partners held 19,782 shares of State Street SPDR MSCI World StrategicFactors ETF worth $3.05M as of Q3 2026.
  • Stratos Wealth Partners sold 2,309 State Street SPDR MSCI World StrategicFactors ETF shares in Q3 2026, an estimated $360K.
  • State Street SPDR MSCI World StrategicFactors ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q3 2026, its #468 holding.
  • Stratos Wealth Partners first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2022 and has held it in 16 quarters since.
  • Stratos Wealth Partners's State Street SPDR MSCI World StrategicFactors ETF position peaked at $3.36M in Q2 2026.
  • 50 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.