SFC
QWLD

SYM Financial Corp’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

SYM Financial Corp’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
Q2 		$3.57M Buy
23,518
+53
+0.2% +$7.96K 0.29% 26
2026
Q1 		$3.36M Sell
23,465
-116
-0.5% -$17K 0.34% 25
2025
Q4 		$3.38M Sell
23,581
-29
-0.1% -$4.11K 0.35% 26
2025
Q3 		$3.32M Buy
23,610
+10
+0% +$1.37K 0.35% 25
2025
Q2 		$3.18M Sell
23,600
-229
-1% -$29.5K 0.36% 23
2025
Q1 		$3.04M Sell
23,829
-61
-0.3% -$7.81K 0.37% 23
2024
Q4 		$2.96M Buy
23,890
+169
+0.7% +$21.6K 0.38% 22
2024
Q3 		$3.06M Buy
23,721
+1,184
+5% +$147K 0.41% 28
2024
Q2 		$2.71M Sell
22,537
-288
-1% -$34.2K 0.43% 21
2024
Q1 		$2.74M Buy
22,825
+182
+0.8% +$20.8K 0.45% 21
2023
Q4 		$2.49M Sell
22,643
-426
-2% -$44.5K 0.4% 21
2023
Q3 		$2.34M Buy
23,069
+648
+3% +$67.7K 0.41% 19
2023
Q2 		$2.34M Buy
22,421
+38
+0.2% +$3.85K 0.47% 16
2023
Q1 		$2.23M Buy
22,383
+6,842
+44% +$664K 0.49% 16
2022
Q4 		$1.46M Buy
+15,541
New +$1.44M 0.35% 20

Other funds holding QWLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FWM
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SYM Financial Corp's QWLD Position: Q2 2026 in Review

SYM Financial Corp increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 0.23% in Q2 2026, buying an estimated $7.96K and bringing the position to 23,518 shares worth $3.57M. The position accounts for 0.29% of the portfolio, ranked #26.

SYM Financial Corp first reported a position in QWLD in Q4 2022 and has held it in 15 quarters since. 57 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

  • SYM Financial Corp held 23,518 shares of State Street SPDR MSCI World StrategicFactors ETF worth $3.57M as of Q2 2026.
  • SYM Financial Corp bought 53 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $7.96K.
  • State Street SPDR MSCI World StrategicFactors ETF made up 0.29% of SYM Financial Corp's portfolio in Q2 2026, its #26 holding.
  • SYM Financial Corp first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2022 and has held it in 15 quarters since.
  • 57 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.