MilWealth Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

MilWealth Group’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	$38.8K	Hold	851	–	–	0.01%	47
2025 Q4	$37.8K	Hold	851	–	–	0.01%	49
2025 Q3	$36.4K	Hold	851	–	–	0.01%	45
2025 Q2	$34.5K	Hold	851	–	–	0.01%	45
2025 Q1	$31K	Hold	851	–	–	0.01%	45
2024 Q4	$29K	Hold	851	–	–	0.01%	65
2024 Q3	$32K	Hold	851	–	–	0.01%	48
2024 Q2	$29.9K	Hold	851	–	–	0.01%	44
2024 Q1	$30.5K	Hold	851	–	–	0.01%	46
2023 Q4	$28.9K	Hold	851	–	–	0.01%	48
2023 Q3	$26.4K	Hold	851	–	–	0.01%	48
2023 Q2	$27.7K	Hold	851	–	–	0.01%	43
2023 Q1	$27.3K	Hold	851	–	–	0.01%	44
2022 Q4	$25.3K	Hold	851	–	–	0.01%	42
2022 Q3	$22K	Hold	851	–	–	0.01%	43
2022 Q2	$24.5K	Hold	851	–	–	0.01%	49
2022 Q1	$29.2K	Hold	851	–	–	0.01%	50
2021 Q4	$31K	Buy	+851	New	+$31.3K	0.01%	49

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MilWealth Group's SPDW Position: Q1 2026 in Review

MilWealth Group held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 851 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #47.

MilWealth Group first reported a position in SPDW in Q4 2021 and has held it in 18 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

MilWealth Group held 851 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $38.8K as of Q1 2026.
MilWealth Group left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of MilWealth Group's portfolio in Q1 2026, its #47 holding.
MilWealth Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 18 quarters since.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.