Wealth Enhancement Advisory Services
QWLD

Wealth Enhancement Advisory Services’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Wealth Enhancement Advisory 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
Q2 		$3.45M Sell
22,457
-247
-1% -$37.1K 0.01% 1230
2026
Q1 		$3.27M Sell
22,704
-59
-0.3% -$8.65K 0.01% 1127
2025
Q4 		$3.3M Buy
22,763
+403
+2% +$57.1K ﹤0.01% 1230
2025
Q3 		$3.15M Buy
22,360
+684
+3% +$93.6K ﹤0.01% 1186
2025
Q2 		$2.94M Sell
21,676
-22
-0.1% -$2.83K ﹤0.01% 1161
2025
Q1 		$2.77M Sell
21,698
-2,074
-9% -$266K 0.01% 1083
2024
Q4 		$2.94M Sell
23,772
-121
-0.5% -$15.5K 0.01% 1005
2024
Q3 		$3.08M Sell
23,893
-5,907
-20% -$735K 0.01% 883
2024
Q2 		$3.58M Sell
29,800
-2,196
-7% -$261K 0.01% 789
2024
Q1 		$3.84M Sell
31,996
-2,193
-6% -$251K 0.01% 737
2023
Q4 		$3.77M Sell
34,189
-2,653
-7% -$277K 0.01% 687
2023
Q3 		$3.73M Buy
+36,842
New +$3.85M 0.01% 655

Other funds holding QWLD

FWM
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's QWLD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 1.1% in Q2 2026, selling an estimated $37.1K and leaving 22,457 shares worth $3.45M. The position accounts for 0.01% of the portfolio, ranked #1230.

Wealth Enhancement Advisory Services first reported a position in QWLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.84M in Q1 2024. 17 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 22,457 shares of State Street SPDR MSCI World StrategicFactors ETF worth $3.45M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 247 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $37.1K.
  • State Street SPDR MSCI World StrategicFactors ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1230 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR MSCI World StrategicFactors ETF position peaked at $3.84M in Q1 2024.
  • 17 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.