Thoroughbred Financial Services’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Thoroughbred Financial Services’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	$1.14M	Buy	7,938 +35	+0.4%	+$5.13K	0.07%	256
2025 Q4	$1.13M	Buy	7,903 +345	+5%	+$48.8K	0.07%	258
2025 Q3	$1.06M	Sell	7,558 -419	-5%	-$57.3K	0.07%	260
2025 Q2	$1.07M	Buy	7,977 +4,041	+103%	+$521K	0.08%	252
2025 Q1	$502K	Buy	3,936 +390	+11%	+$50K	0.03%	420
2024 Q4	$439K	Buy	3,546 +141	+4%	+$18K	0.03%	444
2024 Q3	$438K	Hold	3,405	–	–	0.03%	433
2024 Q2	$409K	Hold	3,405	–	–	0.03%	421
2024 Q1	$408K	Buy	3,405 +450	+15%	+$51.5K	0.04%	324
2023 Q4	$325K	Hold	2,955	–	–	0.03%	456
2023 Q3	$299K	Buy	2,955 +385	+15%	+$40.2K	0.03%	447
2023 Q2	$267K	Buy	2,570 +230	+10%	+$23.3K	0.04%	349
2023 Q1	$232K	Hold	2,340	–	–	0.03%	371
2022 Q4	$219K	Buy	+2,340	New	+$216K	0.04%	353

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

Thoroughbred Financial Services's QWLD Position: Q1 2026 in Review

Thoroughbred Financial Services increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 0.44% in Q1 2026, buying an estimated $5.13K and bringing the position to 7,938 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #256.

Thoroughbred Financial Services 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.

Thoroughbred Financial Services held 7,938 shares of State Street SPDR MSCI World StrategicFactors ETF worth $1.14M as of Q1 2026.
Thoroughbred Financial Services bought 35 State Street SPDR MSCI World StrategicFactors ETF shares in Q1 2026, an estimated $5.13K.
State Street SPDR MSCI World StrategicFactors ETF made up 0.07% of Thoroughbred Financial Services's portfolio in Q1 2026, its #256 holding.
Thoroughbred Financial Services 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 Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.