SEIA
ALLW

Signature Estate & Investment Advisors’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Signature Estate & 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 		– Sell
-13,692
Closed -$395K – 709
2026
Q1 		$395K Buy
+13,692
New +$396K 0.01% 470

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
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
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM

Signature Estate & Investment Advisors's ALLW Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of State Street Bridgewater All Weather ETF (ALLW) in Q2 2026, closing a stake of 13,692 shares — an estimated $395K sold.

Signature Estate & Investment Advisors first reported a position in ALLW in Q1 2026 and held it in 1 quarter. The position peaked at $395K in Q1 2026. 102 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Signature Estate & Investment Advisors reported no remaining State Street Bridgewater All Weather ETF position as of Q2 2026 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 13,692 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $395K.
  • Signature Estate & Investment Advisors first reported a position in State Street Bridgewater All Weather ETF in Q1 2026 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's State Street Bridgewater All Weather ETF position peaked at $395K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.