JY
ALLW

Jeff Yass’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Jeff Yass’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 		– Sell
-37,007
Closed -$1.07M – 14863
2026
Q1 		$1.07M Buy
+37,007
New +$1.07M ﹤0.01% 7724
2025
Q3 		– Sell
-41,186
Closed -$1.07M – 14294
2025
Q2 		$1.07M Buy
+41,186
New +$1.03M ﹤0.01% 7233

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

Jeff Yass's ALLW Position: Q2 2026 in Review

Jeff Yass sold out of State Street Bridgewater All Weather ETF (ALLW) in Q2 2026, closing a stake of 37,007 shares — an estimated $1.07M sold.

Jeff Yass first reported a position in ALLW in Q2 2025 and held it in 2 quarters. The position peaked at $1.07M in Q2 2025. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Jeff Yass reported no remaining State Street Bridgewater All Weather ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 37,007 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $1.07M.
  • Jeff Yass first reported a position in State Street Bridgewater All Weather ETF in Q2 2025 and held it in 2 quarters.
  • Jeff Yass's State Street Bridgewater All Weather ETF position peaked at $1.07M in Q2 2025.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.