SPIA
ALLW

Steward Partners Investment Advisory’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Steward Partners Investment Advisory’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 		$56.3K Sell
1,924
-348,222
-99% -$10.3M ﹤0.01% 2875
2026
Q1 		$10.1M Buy
350,146
+132,563
+61% +$3.84M 0.05% 324
2025
Q4 		$5.98M Buy
+217,583
New +$6.22M 0.03% 428

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
Bank of America
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
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

Steward Partners Investment Advisory's ALLW Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street Bridgewater All Weather ETF (ALLW) stake by 99% in Q2 2026, selling an estimated $10.3M and leaving 1,924 shares worth $56.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2875.

Steward Partners Investment Advisory first reported a position in ALLW in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.1M in Q1 2026. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Steward Partners Investment Advisory held 1,924 shares of State Street Bridgewater All Weather ETF worth $56.3K as of Q2 2026.
  • Steward Partners Investment Advisory sold 348,222 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $10.3M.
  • State Street Bridgewater All Weather ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2875 holding.
  • Steward Partners Investment Advisory first reported a position in State Street Bridgewater All Weather ETF in Q4 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's State Street Bridgewater All Weather ETF position peaked at $10.1M in Q1 2026.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.