TCM
QWLD

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
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

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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Triumph Capital Management's QWLD Position: Q2 2026 in Review

Triumph Capital Management reduced its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 52% in Q2 2026, selling an estimated $17.6K and leaving 107 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Triumph Capital Management first reported a position in QWLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.1K in Q4 2025. 9 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

  • Triumph Capital Management held 107 shares of State Street SPDR MSCI World StrategicFactors ETF worth $16.3K as of Q2 2026.
  • Triumph Capital Management sold 117 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $17.6K.
  • State Street SPDR MSCI World StrategicFactors ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1005 holding.
  • Triumph Capital Management first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's State Street SPDR MSCI World StrategicFactors ETF position peaked at $32.1K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.