Latitude Advisors’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Latitude Advisors’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	$257K	Buy	+8,788	New	+$261K	0.1%	213
2026 Q1	–	Sell	-7,671	Closed	-$211K	–	238
2025 Q4	$211K	Sell	7,671 -424	-5%	-$12.1K	0.09%	217
2025 Q3	$226K	Buy	+8,095	New	+$216K	0.1%	197

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

Latitude Advisors's ALLW Position: Q2 2026 in Review

Latitude Advisors opened a new position in State Street Bridgewater All Weather ETF (ALLW) in Q2 2026: 8,788 shares worth $257K. The stake represents 0.1% of the portfolio and ranks #213 among its holdings. This is a return to the name: Latitude Advisors previously reported a position in ALLW as recently as Q4 2025.

Latitude Advisors 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.

Latitude Advisors held 8,788 shares of State Street Bridgewater All Weather ETF worth $257K as of Q2 2026.
State Street Bridgewater All Weather ETF was a new Latitude Advisors position in Q2 2026.
State Street Bridgewater All Weather ETF made up 0.1% of Latitude Advisors's portfolio in Q2 2026, its #213 holding.
Latitude Advisors 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 Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.