CA
ALLW

Clearstead Advisors’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Clearstead Advisors’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 		$49.6K Hold
1,693
– – ﹤0.01% 1499
2026
Q1 		$48.8K Buy
+1,693
New +$49K ﹤0.01% 1285
2025
Q3 		– Sell
-100
Closed -$2.61K – 3288
2025
Q2 		$2.61K Hold
100
– – ﹤0.01% 2268
2025
Q1 		$2.52K Buy
+100
New +$2.5K ﹤0.01% 1860

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Clearstead Advisors's ALLW Position: Q2 2026 in Review

Clearstead Advisors held its State Street Bridgewater All Weather ETF (ALLW) position steady in Q2 2026 at 1,693 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Clearstead Advisors first reported a position in ALLW in Q1 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Clearstead Advisors held 1,693 shares of State Street Bridgewater All Weather ETF worth $49.6K as of Q2 2026.
  • Clearstead Advisors left its State Street Bridgewater All Weather ETF share count unchanged in Q2 2026.
  • State Street Bridgewater All Weather ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1499 holding.
  • Clearstead Advisors first reported a position in State Street Bridgewater All Weather ETF in Q1 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.