Wealthcare Advisory Partners’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Wealthcare Advisory Partners’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	$2.15M	Sell	14,120 -1,266	-8%	-$190K	0.04%	348
2026 Q1	$2.2M	Sell	15,386 -23	-0.1%	-$3.37K	0.04%	349
2025 Q4	$2.21M	Buy	15,409 +2,723	+21%	+$385K	0.04%	343
2025 Q3	$1.78M	Buy	12,686 +36	+0.3%	+$4.92K	0.04%	369
2025 Q2	$1.71M	Buy	12,650 +34	+0.3%	+$4.38K	0.04%	362
2025 Q1	$1.61M	Sell	12,616 -2,668	-17%	-$342K	0.04%	334
2024 Q4	$1.89M	Buy	15,284 +6	+0%	+$767	0.05%	282
2024 Q3	$1.97M	Sell	15,278 -1,370	-8%	-$170K	0.06%	273
2024 Q2	$2M	Sell	16,648 -328	-2%	-$38.9K	0.06%	233
2024 Q1	$2.04M	Sell	16,976 -15,595	-48%	-$1.78M	0.07%	229
2023 Q4	$3.59M	Sell	32,571 -2,787	-8%	-$291K	0.14%	121
2023 Q3	$3.58M	Sell	35,358 -1,691	-5%	-$177K	0.16%	103
2023 Q2	$3.86M	Sell	37,049 -2,764	-7%	-$280K	0.17%	103
2023 Q1	$3.96M	Buy	39,813 +7,023	+21%	+$682K	0.17%	101
2022 Q4	$3.08M	Buy	32,790 +18,117	+123%	+$1.67M	0.15%	119
2022 Q3	$1.25M	Buy	14,673 +205	+1%	+$19.2K	0.07%	204
2022 Q2	$1.32M	Sell	14,468 -4,481	-24%	-$439K	0.08%	169
2022 Q1	$2M	Buy	18,949 +6,478	+52%	+$679K	0.12%	98
2021 Q4	$1.38M	Buy	12,471 +3,034	+32%	+$328K	0.08%	149
2021 Q3	$975K	Buy	+9,437	New	+$1M	0.06%	194

Other funds holding QWLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FWM

Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 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 $9.93B AUM 28.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthcare Advisory Partners's QWLD Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 8.2% in Q2 2026, selling an estimated $190K and leaving 14,120 shares worth $2.15M. The position accounts for 0.04% of the portfolio, ranked #348.

Wealthcare Advisory Partners first reported a position in QWLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.96M in Q1 2023. 57 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

Wealthcare Advisory Partners held 14,120 shares of State Street SPDR MSCI World StrategicFactors ETF worth $2.15M as of Q2 2026.
Wealthcare Advisory Partners sold 1,266 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $190K.
State Street SPDR MSCI World StrategicFactors ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #348 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2021 and has held it in 20 quarters since.
Wealthcare Advisory Partners's State Street SPDR MSCI World StrategicFactors ETF position peaked at $3.96M in Q1 2023.
57 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.