LPL Financial
ALLW

LPL Financial’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

LPL Financial’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 		$107M Buy
3,656,677
+2,332,110
+176% +$69.2M 0.02% 626
2026
Q1 		$38.2M Buy
1,324,567
+722,600
+120% +$20.9M 0.01% 1055
2025
Q4 		$16.5M Buy
601,967
+226,277
+60% +$6.47M ﹤0.01% 1534
2025
Q3 		$10.5M Buy
+375,690
New +$10M ﹤0.01% 1826

Other funds holding ALLW

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
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

LPL Financial's ALLW Position: Q2 2026 in Review

LPL Financial increased its State Street Bridgewater All Weather ETF (ALLW) stake by 176% in Q2 2026, buying an estimated $69.2M and bringing the position to 3,656,677 shares worth $107M. The position accounts for 0.02% of the portfolio, ranked #626.

LPL Financial first reported a position in ALLW in Q3 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • LPL Financial held 3,656,677 shares of State Street Bridgewater All Weather ETF worth $107M as of Q2 2026.
  • LPL Financial bought 2,332,110 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $69.2M.
  • State Street Bridgewater All Weather ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #626 holding.
  • LPL Financial first reported a position in State Street Bridgewater All Weather ETF in Q3 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.