Millington Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Millington Financial Advisors’s Portfolio SPEM Stock Details SPEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.03M	Buy	179,874 +8,465	+5%	+$433K	3.55%	6
2026 Q1	$8.74M	Buy	171,409 +6,699	+4%	+$326K	3.68%	6
2025 Q4	$8.22M	Sell	164,710 -2,005	-1%	-$94.4K	3.64%	6
2025 Q3	$7.79M	Buy	166,715 +5,993	+4%	+$266K	3.78%	4
2025 Q2	$7.11M	Buy	160,722 +2,517	+2%	+$102K	3.59%	6
2025 Q1	$5.92M	Sell	158,205 -3,302	-2%	-$129K	3.64%	5
2024 Q4	$6.21M	Buy	161,507 +3,721	+2%	+$150K	3.61%	7
2024 Q3	$6.51M	Buy	157,786 +21,634	+16%	+$830K	4.06%	4
2024 Q2	$5.13M	Sell	136,152 -937	-0.7%	-$34.9K	3.56%	6
2024 Q1	$4.96M	Buy	137,089 +7,014	+5%	+$247K	3.54%	6
2023 Q4	$4.61M	Buy	130,075 +8,589	+7%	+$292K	3.69%	6
2023 Q3	$4.08M	Buy	121,486 +5,969	+5%	+$206K	3.66%	5
2023 Q2	$3.97M	Sell	115,517 -5,821	-5%	-$199K	3.53%	7
2023 Q1	$4.14M	Buy	121,338 +1,873	+2%	+$64.4K	3.83%	5
2022 Q4	$3.94M	Buy	+119,465	New	+$3.87M	3.84%	5

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Millington Financial Advisors's SPEM Position: Q2 2026 in Review

Millington Financial Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.9% in Q2 2026, buying an estimated $433K and bringing the position to 179,874 shares worth $9.03M. The position accounts for 3.55% of the portfolio, ranked #6.

Millington Financial Advisors first reported a position in SPEM in Q4 2022 and has held it in 15 quarters since. 1,034 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Millington Financial Advisors held 179,874 shares of State Street SPDR Portfolio Emerging Markets ETF worth $9.03M as of Q2 2026.
Millington Financial Advisors bought 8,465 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $433K.
State Street SPDR Portfolio Emerging Markets ETF made up 3.55% of Millington Financial Advisors's portfolio in Q2 2026, its #6 holding.
Millington Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
1,034 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.