Lake Street Private Wealth’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Lake Street Private Wealth’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	$1.9M	Buy	64,944 +9,944	+18%	+$295K	0.22%	88
2026 Q1	$1.59M	Buy	+55,000	New	+$1.59M	0.2%	90

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

Lake Street Private Wealth's ALLW Position: Q2 2026 in Review

Lake Street Private Wealth increased its State Street Bridgewater All Weather ETF (ALLW) stake by 18% in Q2 2026, buying an estimated $295K and bringing the position to 64,944 shares worth $1.9M. The position accounts for 0.22% of the portfolio, ranked #88.

Lake Street Private Wealth first reported a position in ALLW in Q1 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

Lake Street Private Wealth held 64,944 shares of State Street Bridgewater All Weather ETF worth $1.9M as of Q2 2026.
Lake Street Private Wealth bought 9,944 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $295K.
State Street Bridgewater All Weather ETF made up 0.22% of Lake Street Private Wealth's portfolio in Q2 2026, its #88 holding.
Lake Street Private Wealth first reported a position in State Street Bridgewater All Weather ETF in Q1 2026 and has held it in 2 quarters since.
161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.