SWP
QWLD

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
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 $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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $1B AUM 22.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Stratos Wealth Partners increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 15% in Q1 2026, buying an estimated $390K and bringing the position to 20,648 shares worth $2.96M. The position accounts for 0.03% of the portfolio, ranked #458.

Stratos Wealth Partners first reported a position in QWLD in Q4 2022 and has held it in 14 quarters since. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

  • Stratos Wealth Partners held 20,648 shares of State Street SPDR MSCI World StrategicFactors ETF worth $2.96M as of Q1 2026.
  • Stratos Wealth Partners bought 2,662 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $390K.
  • State Street SPDR MSCI World StrategicFactors ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #458 holding.
  • Stratos Wealth Partners first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2022 and has held it in 14 quarters since.
  • 55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.