Western Wealth Management’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Western Wealth Management’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	$907K	Buy	31,437 +4,635	+17%	+$134K	0.03%	476
2025 Q4	$737K	Buy	+26,802	New	+$767K	0.03%	419

Other funds holding ALLW

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Western Wealth Management's ALLW Position: Q1 2026 in Review

Western Wealth Management increased its State Street Bridgewater All Weather ETF (ALLW) stake by 17% in Q1 2026, buying an estimated $134K and bringing the position to 31,437 shares worth $907K. The position accounts for 0.03% of the portfolio, ranked #476.

Western Wealth Management 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.

Western Wealth Management held 31,437 shares of State Street Bridgewater All Weather ETF worth $907K as of Q1 2026.
Western Wealth Management bought 4,635 State Street Bridgewater All Weather ETF shares in Q1 2026, an estimated $134K.
State Street Bridgewater All Weather ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #476 holding.
Western Wealth Management 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 Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.