SMFG
ALLW

Sumitomo Mitsui Financial Group’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Sumitomo Mitsui Financial Group’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 		$5.7M Sell
194,734
-28,154
-13% -$836K 0.11% 63
2026
Q1 		$6.43M Sell
222,888
-16,947
-7% -$491K 0.13% 58
2025
Q4 		$6.59M Buy
+239,835
New +$6.86M 0.12% 56

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

Sumitomo Mitsui Financial Group's ALLW Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group reduced its State Street Bridgewater All Weather ETF (ALLW) stake by 13% in Q2 2026, selling an estimated $836K and leaving 194,734 shares worth $5.7M. The position accounts for 0.11% of the portfolio, ranked #63.

Sumitomo Mitsui Financial Group first reported a position in ALLW in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.59M in Q4 2025. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 194,734 shares of State Street Bridgewater All Weather ETF worth $5.7M as of Q2 2026.
  • Sumitomo Mitsui Financial Group sold 28,154 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $836K.
  • State Street Bridgewater All Weather ETF made up 0.11% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #63 holding.
  • Sumitomo Mitsui Financial Group first reported a position in State Street Bridgewater All Weather ETF in Q4 2025 and has held it in 3 quarters since.
  • Sumitomo Mitsui Financial Group's State Street Bridgewater All Weather ETF position peaked at $6.59M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.