World Investment Advisors’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

World Investment 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 Q1	–	Sell	-11,078	Closed	-$305K	–	1672
2025 Q4	$305K	Buy	+11,078	New	+$317K	﹤0.01%	1177

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

World Investment Advisors's ALLW Position: Q1 2026 in Review

World Investment Advisors sold out of State Street Bridgewater All Weather ETF (ALLW) in Q1 2026, closing a stake of 11,078 shares — an estimated $305K sold.

World Investment Advisors first reported a position in ALLW in Q4 2025 and held it in 1 quarter. The position peaked at $305K in Q4 2025. 121 funds tracked by Wall St. Rank hold ALLW as of Q1 2026.

World Investment Advisors reported no remaining State Street Bridgewater All Weather ETF position as of Q1 2026 after selling out during the quarter.
World Investment Advisors sold 11,078 State Street Bridgewater All Weather ETF shares in Q1 2026, an estimated $305K.
World Investment Advisors first reported a position in State Street Bridgewater All Weather ETF in Q4 2025 and held it in 1 quarter.
World Investment Advisors's State Street Bridgewater All Weather ETF position peaked at $305K in Q4 2025.
121 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.