Triumph Capital Management
QWLD icon

Triumph Capital Management’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Triumph Capital Management’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 		$16.5K Hold
107
– – ﹤0.01% 1035
2026
Q2 		$16.3K Sell
107
-117
-52% -$17.6K ﹤0.01% 1005
2026
Q1 		$32.1K Hold
224
– – 0.01% 750
2025
Q4 		$32.1K Buy
+224
New +$31.7K 0.01% 733

Other funds holding QWLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Triumph Capital Management's QWLD Position: Q3 2026 in Review

Triumph Capital Management held its State Street SPDR MSCI World StrategicFactors ETF (QWLD) position steady in Q3 2026 at 107 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Triumph Capital Management first reported a position in QWLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $32.1K in Q4 2025. 41 funds tracked by Wall St. Rank hold QWLD as of Q3 2026.

  • Triumph Capital Management held 107 shares of State Street SPDR MSCI World StrategicFactors ETF worth $16.5K as of Q3 2026.
  • Triumph Capital Management left its State Street SPDR MSCI World StrategicFactors ETF share count unchanged in Q3 2026.
  • State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1035 holding.
  • Triumph Capital Management first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's State Street SPDR MSCI World StrategicFactors ETF position peaked at $32.1K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.