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 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 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

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 $38.8B AUM 21.88% 1-Year Est. Return

SYM Financial Corp's QWLD Position: Q1 2026 in Review

SYM Financial Corp reduced its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 0.49% in Q1 2026, selling an estimated $17K and leaving 23,465 shares worth $3.36M. The position accounts for 0.34% of the portfolio, ranked #25.

SYM Financial Corp first reported a position in QWLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.38M in Q4 2025. 55 funds tracked by Wall St. Rank hold QWLD as of Q1 2026.

SYM Financial Corp held 23,465 shares of State Street SPDR MSCI World StrategicFactors ETF worth $3.36M as of Q1 2026.
SYM Financial Corp sold 116 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $17K.
State Street SPDR MSCI World StrategicFactors ETF made up 0.34% of SYM Financial Corp's portfolio in Q1 2026, its #25 holding.
SYM Financial Corp first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2022 and has held it in 14 quarters since.
SYM Financial Corp's State Street SPDR MSCI World StrategicFactors ETF position peaked at $3.38M in Q4 2025.
55 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.