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

NewEdge 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 Q1	$608K	Sell	21,076 -8,430	-29%	-$244K	﹤0.01%	1831
2025 Q4	$811K	Buy	29,506 +8,894	+43%	+$254K	﹤0.01%	1618
2025 Q3	$575K	Buy	+20,612	New	+$549K	﹤0.01%	1731

Other funds holding ALLW

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

NewEdge Advisors's ALLW Position: Q1 2026 in Review

NewEdge Advisors reduced its State Street Bridgewater All Weather ETF (ALLW) stake by 29% in Q1 2026, selling an estimated $244K and leaving 21,076 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

NewEdge Advisors first reported a position in ALLW in Q3 2025 and has held it in 3 quarters since. The position peaked at $811K in Q4 2025. 121 funds tracked by Wall St. Rank hold ALLW as of Q1 2026.

NewEdge Advisors held 21,076 shares of State Street Bridgewater All Weather ETF worth $608K as of Q1 2026.
NewEdge Advisors sold 8,430 State Street Bridgewater All Weather ETF shares in Q1 2026, an estimated $244K.
State Street Bridgewater All Weather ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1831 holding.
NewEdge Advisors first reported a position in State Street Bridgewater All Weather ETF in Q3 2025 and has held it in 3 quarters since.
NewEdge Advisors's State Street Bridgewater All Weather ETF position peaked at $811K in Q4 2025.
121 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.