WH
QWLD

Willner & Heller’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Willner & Heller’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 		$460K Buy
3,026
+25
+0.8% +$3.75K 0.29% 97
2026
Q1 		$430K Sell
3,001
-108
-3% -$15.8K 0.32% 97
2025
Q4 		$445K Sell
3,109
-62
-2% -$8.78K 0.32% 96
2025
Q3 		$445K Hold
3,171
– – 0.34% 90
2025
Q2 		$428K Buy
3,171
+121
+4% +$15.6K 0.36% 90
2025
Q1 		$389K Buy
+3,050
New +$391K 0.36% 95

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 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

Willner & Heller's QWLD Position: Q2 2026 in Review

Willner & Heller increased its State Street SPDR MSCI World StrategicFactors ETF (QWLD) stake by 0.83% in Q2 2026, buying an estimated $3.75K and bringing the position to 3,026 shares worth $460K. The position accounts for 0.29% of the portfolio, ranked #97.

Willner & Heller first reported a position in QWLD in Q1 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold QWLD as of Q2 2026.

  • Willner & Heller held 3,026 shares of State Street SPDR MSCI World StrategicFactors ETF worth $460K as of Q2 2026.
  • Willner & Heller bought 25 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2026, an estimated $3.75K.
  • State Street SPDR MSCI World StrategicFactors ETF made up 0.29% of Willner & Heller's portfolio in Q2 2026, its #97 holding.
  • Willner & Heller first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q1 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.