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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
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
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
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return

Steward Partners Investment Advisory's ALLW Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its State Street Bridgewater All Weather ETF (ALLW) stake by 61% in Q1 2026, buying an estimated $3.84M and bringing the position to 350,146 shares worth $10.1M. The position accounts for 0.05% of the portfolio, ranked #324.

Steward Partners Investment Advisory first reported a position in ALLW in Q4 2025 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold ALLW as of Q1 2026.

  • Steward Partners Investment Advisory held 350,146 shares of State Street Bridgewater All Weather ETF worth $10.1M as of Q1 2026.
  • Steward Partners Investment Advisory bought 132,563 State Street Bridgewater All Weather ETF shares in Q1 2026, an estimated $3.84M.
  • State Street Bridgewater All Weather ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #324 holding.
  • Steward Partners Investment Advisory first reported a position in State Street Bridgewater All Weather ETF in Q4 2025 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.