Aspect Partners’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Aspect Partners’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 Q3	$195K	Hold	6,819	–	–	0.07%	85
2026 Q2	$200K	Hold	6,819	–	–	0.07%	82
2026 Q1	$197K	Buy	6,819 +1,704	+33%	+$49.3K	0.08%	76
2025 Q4	$141K	Hold	5,115	–	–	0.06%	92
2025 Q3	$143K	Buy	+5,115	New	+$136K	0.06%	92

Other funds holding ALLW

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

Catalyst Investment Management Windham, New Hampshire $113M AUM 13.48% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Aspect Partners's ALLW Position: Q3 2026 in Review

Aspect Partners held its State Street Bridgewater All Weather ETF (ALLW) position steady in Q3 2026 at 6,819 shares worth $195K. The position accounts for 0.07% of the portfolio, ranked #85.

Aspect Partners first reported a position in ALLW in Q3 2025 and has held it in 5 quarters since. The position peaked at $200K in Q2 2026. 42 funds tracked by Wall St. Rank hold ALLW as of Q3 2026.

Aspect Partners held 6,819 shares of State Street Bridgewater All Weather ETF worth $195K as of Q3 2026.
Aspect Partners left its State Street Bridgewater All Weather ETF share count unchanged in Q3 2026.
State Street Bridgewater All Weather ETF made up 0.07% of Aspect Partners's portfolio in Q3 2026, its #85 holding.
Aspect Partners first reported a position in State Street Bridgewater All Weather ETF in Q3 2025 and has held it in 5 quarters since.
Aspect Partners's State Street Bridgewater All Weather ETF position peaked at $200K in Q2 2026.
42 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.