VA
QWLD

VestGen Advisors’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

VestGen Advisors’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
2025
Q4 		– Sell
-2,824
Closed -$397K – 826
2025
Q3 		$397K Sell
2,824
-166
-6% -$22.7K 0.01% 531
2025
Q2 		$403K Sell
2,990
-202
-6% -$26K 0.02% 451
2025
Q1 		$408K Buy
+3,192
New +$409K 0.02% 414

Other funds holding QWLD

LPL Financial
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
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
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

VestGen Advisors's QWLD Position: Q4 2025 in Review

VestGen Advisors sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q4 2025, closing a stake of 2,824 shares — an estimated $397K sold.

VestGen Advisors first reported a position in QWLD in Q1 2025 and held it in 3 quarters. The position peaked at $408K in Q1 2025. 56 funds tracked by Wall St. Rank hold QWLD as of Q4 2025.

  • VestGen Advisors reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q4 2025 after selling out during the quarter.
  • VestGen Advisors sold 2,824 State Street SPDR MSCI World StrategicFactors ETF shares in Q4 2025, an estimated $397K.
  • VestGen Advisors first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q1 2025 and held it in 3 quarters.
  • VestGen Advisors's State Street SPDR MSCI World StrategicFactors ETF position peaked at $408K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.