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Millington Financial Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Millington Financial Advisors’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8M Buy
304,848
+13,143
+5% +$617K 6.22% 2
2025
Q4 		$14M Buy
291,705
+85,388
+41% +$3.73M 6.18% 2
2025
Q3 		$8.81M Buy
206,317
+15,095
+8% +$626K 4.27% 3
2025
Q2 		$7.95M Sell
191,222
-7,849
-4% -$301K 4.02% 3
2025
Q1 		$7.04M Sell
199,071
-482
-0.2% -$17.4K 4.33% 3
2024
Q4 		$7.03M Sell
199,553
-10,391
-5% -$372K 4.08% 3
2024
Q3 		$7.89M Buy
209,944
+22,129
+12% +$799K 4.91% 3
2024
Q2 		$6.59M Buy
187,815
+3,466
+2% +$123K 4.57% 3
2024
Q1 		$6.61M Buy
184,349
+8,817
+5% +$303K 4.71% 3
2023
Q4 		$5.97M Buy
175,532
+5,508
+3% +$175K 4.78% 3
2023
Q3 		$5.27M Buy
170,024
+8,755
+5% +$283K 4.73% 4
2023
Q2 		$5.25M Sell
161,269
-1,813
-1% -$59.2K 4.67% 4
2023
Q1 		$5.24M Sell
163,082
-830
-0.5% -$26.2K 4.84% 4
2022
Q4 		$4.87M Buy
+163,912
New +$4.7M 4.75% 4

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Millington Financial Advisors's SPDW Position: Q1 2026 in Review

Millington Financial Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.5% in Q1 2026, buying an estimated $617K and bringing the position to 304,848 shares worth $14.8M. The position accounts for 6.22% of the portfolio, ranked #2.

Millington Financial Advisors first reported a position in SPDW in Q4 2022 and has held it in 14 quarters since. 1,196 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Millington Financial Advisors held 304,848 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $14.8M as of Q1 2026.
  • Millington Financial Advisors bought 13,143 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $617K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 6.22% of Millington Financial Advisors's portfolio in Q1 2026, its #2 holding.
  • Millington Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,196 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.