Fiduciary Alliance
ALLW icon

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
Q3 		$1.44M Buy
50,559
+4,540
+10% +$134K 0.11% 185
2026
Q2 		$1.35M Buy
46,019
+9,866
+27% +$293K 0.09% 229
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

Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
Owl Creek Wealth Partners
Owl Creek Wealth Partners Denver, Colorado $355M AUM
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Breakwater Investment Management
Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return
Corrado Advisors
Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return
Catalyst Investment Management
Catalyst Investment Management Windham, New Hampshire $113M AUM 13.48% 1-Year Est. Return
Patten Group
Patten Group Chattanooga, Tennessee $649M AUM 23.02% 1-Year Est. Return

Fiduciary Alliance's ALLW Position: Q3 2026 in Review

Fiduciary Alliance increased its State Street Bridgewater All Weather ETF (ALLW) stake by 9.9% in Q3 2026, buying an estimated $134K and bringing the position to 50,559 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #185.

Fiduciary Alliance first reported a position in ALLW in Q4 2025 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold ALLW as of Q3 2026.

  • Fiduciary Alliance held 50,559 shares of State Street Bridgewater All Weather ETF worth $1.44M as of Q3 2026.
  • Fiduciary Alliance bought 4,540 State Street Bridgewater All Weather ETF shares in Q3 2026, an estimated $134K.
  • State Street Bridgewater All Weather ETF made up 0.11% of Fiduciary Alliance's portfolio in Q3 2026, its #185 holding.
  • Fiduciary Alliance first reported a position in State Street Bridgewater All Weather ETF in Q4 2025 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.