Global Retirement Partners’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Global Retirement 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	$2.12M	Buy	+72,332	New	+$2.15M	0.03%	470
2025 Q4	$1.87M	Buy	68,077 +46,848	+221%	+$1.34M	0.03%	451
2025 Q3	$592K	Buy	+21,229	New	+$566K	0.01%	710

Other funds holding ALLW

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 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 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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Global Retirement Partners's ALLW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street Bridgewater All Weather ETF (ALLW) in Q2 2026: 72,332 shares worth $2.12M. The stake represents 0.03% of the portfolio and ranks #470 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ALLW as recently as Q4 2025.

Global Retirement Partners first reported a position in ALLW in Q3 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

Global Retirement Partners held 72,332 shares of State Street Bridgewater All Weather ETF worth $2.12M as of Q2 2026.
State Street Bridgewater All Weather ETF was a new Global Retirement Partners position in Q2 2026.
State Street Bridgewater All Weather ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #470 holding.
Global Retirement Partners first reported a position in State Street Bridgewater All Weather ETF in Q3 2025 and has held it in 3 quarters since.
161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.