AWM
ALLW

AE Wealth Management’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

AE Wealth Management’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71M Buy
2,424,005
+252,312
+12% +$7.49M 0.33% 75
2026
Q1 		$62.7M Buy
2,171,693
+935,720
+76% +$27.1M 0.34% 71
2025
Q4 		$34M Buy
1,235,973
+379,251
+44% +$10.8M 0.2% 113
2025
Q3 		$23.9M Buy
856,722
+165,964
+24% +$4.42M 0.15% 153
2025
Q2 		$18M Buy
+690,758
New +$17.4M 0.13% 174

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

AE Wealth Management's ALLW Position: Q2 2026 in Review

AE Wealth Management increased its State Street Bridgewater All Weather ETF (ALLW) stake by 12% in Q2 2026, buying an estimated $7.49M and bringing the position to 2,424,005 shares worth $71M. The position accounts for 0.33% of the portfolio, ranked #75.

AE Wealth Management first reported a position in ALLW in Q2 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • AE Wealth Management held 2,424,005 shares of State Street Bridgewater All Weather ETF worth $71M as of Q2 2026.
  • AE Wealth Management bought 252,312 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $7.49M.
  • State Street Bridgewater All Weather ETF made up 0.33% of AE Wealth Management's portfolio in Q2 2026, its #75 holding.
  • AE Wealth Management first reported a position in State Street Bridgewater All Weather ETF in Q2 2025 and has held it in 5 quarters since.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.