SWA
ALLW

Stratos Wealth Advisors’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Stratos Wealth 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 		$3.95M Buy
135,024
+5,193
+4% +$154K 0.22% 104
2026
Q1 		$3.75M Buy
129,831
+115,867
+830% +$3.35M 0.23% 97
2025
Q4 		$384K Buy
+13,964
New +$399K 0.02% 487

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

Stratos Wealth Advisors's ALLW Position: Q2 2026 in Review

Stratos Wealth Advisors increased its State Street Bridgewater All Weather ETF (ALLW) stake by 4% in Q2 2026, buying an estimated $154K and bringing the position to 135,024 shares worth $3.95M. The position accounts for 0.22% of the portfolio, ranked #104.

Stratos Wealth Advisors first reported a position in ALLW in Q4 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Stratos Wealth Advisors held 135,024 shares of State Street Bridgewater All Weather ETF worth $3.95M as of Q2 2026.
  • Stratos Wealth Advisors bought 5,193 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $154K.
  • State Street Bridgewater All Weather ETF made up 0.22% of Stratos Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Stratos Wealth Advisors first reported a position in State Street Bridgewater All Weather ETF in Q4 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.