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
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 $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $185M AUM 7.62% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $148M AUM 38.41% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return

LPL Financial's ALLW Position: Q1 2026 in Review

LPL Financial increased its State Street Bridgewater All Weather ETF (ALLW) stake by 120% in Q1 2026, buying an estimated $20.9M and bringing the position to 1,324,567 shares worth $38.2M. The position accounts for 0.01% of the portfolio, ranked #1055.

LPL Financial first reported a position in ALLW in Q3 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold ALLW as of Q1 2026.

  • LPL Financial held 1,324,567 shares of State Street Bridgewater All Weather ETF worth $38.2M as of Q1 2026.
  • LPL Financial bought 722,600 State Street Bridgewater All Weather ETF shares in Q1 2026, an estimated $20.9M.
  • State Street Bridgewater All Weather ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1055 holding.
  • LPL Financial first reported a position in State Street Bridgewater All Weather ETF in Q3 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.