Ethic Inc’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Ethic Inc’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	$728K	Buy	+24,888	New	+$739K	0.01%	818

Other funds holding ALLW

Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return

Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $342M AUM

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Ethic Inc's ALLW Position: Q2 2026 in Review

Ethic Inc opened a new position in State Street Bridgewater All Weather ETF (ALLW) in Q2 2026: 24,888 shares worth $728K. The stake represents 0.01% of the portfolio and ranks #818 among its holdings.

67 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

Ethic Inc held 24,888 shares of State Street Bridgewater All Weather ETF worth $728K as of Q2 2026.
State Street Bridgewater All Weather ETF was a new Ethic Inc position in Q2 2026.
State Street Bridgewater All Weather ETF made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #818 holding.
67 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.