FA
ALLW

Fiduciary Alliance’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Fiduciary Alliance’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
Q1 		$1.08M Buy
36,153
+13,904
+62% +$403K 0.06% 253
2025
Q4 		$612K Buy
+22,249
New +$636K 0.04% 312

Other funds holding ALLW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $185M AUM 7.62% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $148M AUM 38.41% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Fiduciary Alliance's ALLW Position: Q1 2026 in Review

Fiduciary Alliance increased its State Street Bridgewater All Weather ETF (ALLW) stake by 62% in Q1 2026, buying an estimated $403K and bringing the position to 36,153 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #253.

Fiduciary Alliance first reported a position in ALLW in Q4 2025 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold ALLW as of Q1 2026.

  • Fiduciary Alliance held 36,153 shares of State Street Bridgewater All Weather ETF worth $1.08M as of Q1 2026.
  • Fiduciary Alliance bought 13,904 State Street Bridgewater All Weather ETF shares in Q1 2026, an estimated $403K.
  • State Street Bridgewater All Weather ETF made up 0.06% of Fiduciary Alliance's portfolio in Q1 2026, its #253 holding.
  • Fiduciary Alliance first reported a position in State Street Bridgewater All Weather ETF in Q4 2025 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.