Sheets Smith Wealth Management’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Sheets Smith Wealth Management’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	$1.55M	Buy	52,862 +1,057	+2%	+$31.4K	0.15%	137
2026 Q1	$1.49M	Buy	51,805 +500	+1%	+$14.5K	0.17%	127
2025 Q4	$1.41M	Buy	51,305 +6,190	+14%	+$177K	0.15%	132
2025 Q3	$1.26M	Hold	45,115	–	–	0.14%	145
2025 Q2	$1.18M	Buy	+45,115	New	+$1.13M	0.14%	143

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

Sheets Smith Wealth Management's ALLW Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its State Street Bridgewater All Weather ETF (ALLW) stake by 2% in Q2 2026, buying an estimated $31.4K and bringing the position to 52,862 shares worth $1.55M. The position accounts for 0.15% of the portfolio, ranked #137.

Sheets Smith Wealth Management first reported a position in ALLW in Q2 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

Sheets Smith Wealth Management held 52,862 shares of State Street Bridgewater All Weather ETF worth $1.55M as of Q2 2026.
Sheets Smith Wealth Management bought 1,057 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $31.4K.
State Street Bridgewater All Weather ETF made up 0.15% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #137 holding.
Sheets Smith Wealth Management first reported a position in State Street Bridgewater All Weather ETF in Q2 2025 and has held it in 5 quarters since.
161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.