AP
ALLW

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
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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Aspect Partners's ALLW Position: Q2 2026 in Review

Aspect Partners held its State Street Bridgewater All Weather ETF (ALLW) position steady in Q2 2026 at 6,819 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #82.

Aspect Partners first reported a position in ALLW in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Aspect Partners held 6,819 shares of State Street Bridgewater All Weather ETF worth $200K as of Q2 2026.
  • Aspect Partners left its State Street Bridgewater All Weather ETF share count unchanged in Q2 2026.
  • State Street Bridgewater All Weather ETF made up 0.07% of Aspect Partners's portfolio in Q2 2026, its #82 holding.
  • Aspect Partners first reported a position in State Street Bridgewater All Weather ETF in Q3 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.