OIA
ALLW

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

OneDigital Investment 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 		$651K Buy
22,229
+251
+1% +$7.45K 0.01% 926
2026
Q1 		$634K Sell
21,978
-4,814
-18% -$139K 0.01% 855
2025
Q4 		$737K Buy
26,792
+1,592
+6% +$45.5K 0.01% 788
2025
Q3 		$703K Buy
+25,200
New +$671K 0.01% 795

Other funds holding ALLW

LPL Financial
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
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
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

OneDigital Investment Advisors's ALLW Position: Q2 2026 in Review

OneDigital Investment Advisors increased its State Street Bridgewater All Weather ETF (ALLW) stake by 1.1% in Q2 2026, buying an estimated $7.45K and bringing the position to 22,229 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #926.

OneDigital Investment Advisors first reported a position in ALLW in Q3 2025 and has held it in 4 quarters since. The position peaked at $737K in Q4 2025. 137 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • OneDigital Investment Advisors held 22,229 shares of State Street Bridgewater All Weather ETF worth $651K as of Q2 2026.
  • OneDigital Investment Advisors bought 251 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $7.45K.
  • State Street Bridgewater All Weather ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #926 holding.
  • OneDigital Investment Advisors first reported a position in State Street Bridgewater All Weather ETF in Q3 2025 and has held it in 4 quarters since.
  • OneDigital Investment Advisors's State Street Bridgewater All Weather ETF position peaked at $737K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.