Free Trial
$100 Off Ends Tonight! MarketBeat All Access Returns to $249
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Save $100 Now
Claim MarketBeat All Access Sale Promotion

SPDR Bridgewater All Weather ETF (ALLW) Institutional Ownership

SPDR Bridgewater All Weather ETF logo
$29.85 0.00 (0.00%)
As of 05/22/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR Bridgewater All Weather ETF (NASDAQ:ALLW)

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$167.62M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$21.51M
Get ALLW Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Bridgewater All Weather ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ALLW Institutional Buying and Selling by Quarter

SPDR Bridgewater All Weather ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Independent Wealth Advisors LLC15,774$455K0.4%N/A0.037%
5/20/2026 Hobbs Group Advisors LLC221,239$6.38M1.9%+2.2%0.513%
5/19/2026 Western Wealth Management LLC31,437$907K0.0%+17.3%0.073%
5/19/2026 Paragon Private Wealth Management LLC15,049$434K0.1%+89.7%0.035%
5/19/2026 NewEdge Advisors LLC17,340$500K0.0%-41.2%0.040%
5/16/2026 Family Manage LLC316,581$9.13M1.1%+5.1%0.735%
5/15/2026 Waverly Advisors LLC21,148$610K0.0%+58.7%0.049%
5/15/2026 Adventist Health System Sunbelt Healthcare Corp1,081,450$31.20M1.1%-14.5%2.509%
5/13/2026 Alpha Financial Partners LLC210,449$6.07M3.6%+12.9%0.488%
5/6/2026 Independent Financial Group LLC19,412$560K0.0%N/A0.045%
5/1/2026 Fifth Third Bancorp3,515$101K0.0%N/A0.008%
5/1/2026 Corrado Advisors LLC119,800$3.46M1.8%+2.0%0.280%
4/30/2026 Kestra Advisory Services LLC46,766$1.35M0.0%-36.7%0.109%
4/28/2026 Stephens Inc. AR94,495$2.73M0.0%-64.3%0.221%
4/28/2026 Astoria Portfolio Advisors LLC.260,412$7.76M1.7%-9.8%0.608%
4/27/2026 Private Advisor Group LLC155,483$4.49M0.0%+51.1%0.368%
4/27/2026 Sound Income Strategies LLC3,140$91K0.0%+124.9%0.007%
4/25/2026 Patten Group Inc.29,542$852K0.1%N/A0.070%
4/24/2026 Harbor Investment Advisory LLC6,450$186K0.0%-6.7%0.015%
4/24/2026 SMART Wealth LLC108,398$3.13M0.9%+11.9%0.259%
4/23/2026 OakTrust Wealth Advisors LLC20,732$598K0.5%+24.2%0.049%
4/23/2026 Oregon Pacific Wealth Management LLC49,743$1.44M1.5%+1.0%0.119%
4/22/2026 Janney Montgomery Scott LLC73,923$2.13M0.0%+81.4%0.176%
4/22/2026 Onyx Bridge Wealth Group LLC18,802$542K0.1%N/A0.045%
4/21/2026 Maridea Wealth Management LLC8,147$235K0.0%N/A0.019%
4/21/2026 Fiduciary Alliance LLC36,153$1.08M0.1%+62.5%0.086%
4/20/2026 Kestra Private Wealth Services LLC39,280$1.13M0.0%N/A0.094%
4/17/2026 Capital Advisors Ltd. LLC850$25K0.0%N/A0.002%
4/16/2026 Sheets Smith Wealth Management51,805$1.50M0.2%+1.0%0.124%
3/17/2026 Rockefeller Capital Management L.P.175,345$4.82M0.0%+8,559.0%0.632%
3/13/2026 World Investment Advisors11,078$305K0.0%N/A0.040%
3/2/2026Reflection Asset Management50,939$1.42M1.0%N/A0.184%
2/27/2026 OakTrust Wealth Advisors LLC16,694$459K0.4%N/A0.060%
2/24/2026 Astoria Portfolio Advisors LLC.288,858$8.60M2.0%+21.6%1.041%
2/23/2026 Virtu Financial LLC114,489$3.15M0.1%N/A0.413%
2/18/2026 NewEdge Advisors LLC29,506$811K0.0%+43.1%0.106%
2/17/2026 GeoWealth Management LLC12,782$351K0.0%N/A0.046%
2/17/2026 Osaic Holdings Inc.41,289$1.14M0.0%+5,405.2%0.149%
2/17/2026 Private Advisor Group LLC102,892$2.83M0.0%+87.9%0.371%
2/16/2026 Mariner LLC246,571$6.78M0.0%+26.3%0.889%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
2/16/2026 Adventist Health System Sunbelt Healthcare Corp1,265,400$34.79M1.0%-3.4%4.560%
2/13/2026 Kestra Advisory Services LLC73,843$2.03M0.0%-9.9%0.266%
2/13/2026 Stifel Financial Corp52,329$1.44M0.0%+21.3%0.189%
2/13/2026 Golden State Wealth Management LLC10,862$299K0.0%N/A0.039%
2/12/2026 Jane Street Group LLC250,000$6.87M0.0%+53.7%0.901%
2/12/2026Litman Gregory Wealth Management LLC10,812$297K0.0%+19.3%0.039%
2/12/2026 Commonwealth Equity Services LLC63,916$1.76M0.0%+101.3%0.230%
2/12/2026 Steward Partners Investment Advisory LLC217,583$5.98M0.0%N/A0.784%
2/12/2026 Wedbush Securities Inc.63,489$1.75M0.1%N/A0.229%
2/12/2026 Great Valley Advisor Group Inc.20,100$553K0.0%N/A0.072%
2/12/2026 Sumitomo Mitsui Financial Group Inc.239,835$6.59M0.1%N/A0.864%
2/11/2026 Janney Montgomery Scott LLC40,748$1.12M0.0%+90.2%0.147%
2/11/2026 J.Safra Asset Management Corp6,552$180K0.0%+10.0%0.024%
2/11/2026 Paragon Private Wealth Management LLC7,931$218K0.1%N/A0.029%
2/11/2026 Clarity Retirement & Wealth LLC87,684$2.41M2.1%N/A0.316%
2/11/2026 LPL Financial LLC601,967$16.55M0.0%+60.2%2.169%
2/11/2026 Arrowroot Family Office LLC75,056$2.06M0.8%N/A0.270%
2/10/2026 Weaver Consulting Group29,700$816K0.2%+46.5%0.107%
2/10/2026 Corrado Advisors LLC117,405$3.23M1.6%+6.4%0.423%
2/9/2026 Harbour Investments Inc.10,884$299K0.0%+43.2%0.039%
2/6/2026 Evoke Wealth LLC69,077$1.90M0.0%+1.6%0.249%
2/6/2026Global Retirement Partners LLC68,077$1.87M0.0%+220.7%0.245%
2/6/2026 RPS Advisory Solutions LLC45,945$1.26M0.6%+129.3%0.166%
2/5/2026 Elyxium Wealth LLC5,651$155K0.0%N/A0.020%
2/5/2026 Stephens Inc. AR264,330$7.27M0.1%+63.4%0.953%
2/5/2026 Western Wealth Management LLC26,802$737K0.0%N/A0.097%
2/5/2026 Atria Investments Inc163,494$4.49M0.1%+1.3%0.589%
2/4/2026 World Investment Advisors11,078$305K0.0%N/A0.040%
2/2/2026 Truist Financial Corp10,255$282K0.0%+10.9%0.038%
2/2/2026 Breakwater Investment Management1,290$35K0.0%N/A0.005%
2/2/2026 GenTrust LLC105,734$2.91M0.1%+35.0%0.388%
2/2/2026 Oppenheimer & Co. Inc.23,001$632K0.0%+28.5%0.084%
1/28/2026 O ROURKE & COMPANY Inc66,164$1.82M0.7%+104.8%0.251%
1/28/2026 Hobbs Group Advisors LLC216,484$5.95M1.8%+227.9%0.820%
1/27/2026 Latitude Advisors LLC7,671$211K0.1%-5.2%0.029%
1/26/2026 SMART Wealth LLC96,858$2.66M0.8%+23.5%0.367%
1/26/2026 AE Wealth Management LLC1,235,973$33.98M0.2%+44.3%4.682%
1/23/2026 Farther Finance Advisors LLC16,758$461K0.0%+15.8%0.064%
1/23/2026 Lunt Capital Management Inc.10,206$281K0.1%N/A0.039%
1/22/2026 Brookwood Investment Group LLC27,208$748K0.1%-79.7%0.105%
1/22/2026 Fiduciary Alliance LLC22,249$612K0.0%N/A0.086%
1/21/2026 Sound Income Strategies LLC1,396$40K0.0%N/A0.005%
1/20/2026 Stratos Wealth Advisors LLC13,964$384K0.0%N/A0.054%
1/20/2026 Sheets Smith Wealth Management51,305$1.41M0.2%+13.7%0.197%
1/16/2026 Oregon Pacific Wealth Management LLC49,233$1.35M1.4%N/A0.193%
1/14/2026 Catalyst Private Wealth LLC570,311$15.68M6.8%+5.9%2.237%
1/14/2026 Wealthcare Advisory Partners LLC15,923$438K0.0%N/A0.062%
1/14/2026 Elevatus Welath Management9,142$251K0.1%N/A0.036%
1/14/2026 International Private Wealth Advisors LLC28,353$779K0.5%-4.9%0.111%
1/14/2026 Tradewinds Capital Management LLC4,400$121K0.0%N/A0.017%
Before you buy SpaceX shares, consider this alternative approach (Ad)

SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceeding $1.75 trillion - potentially the largest IPO in history. But one expert says buying shares directly may not be the smartest move. There is a lesser-known way to tap into this windfall that most investors haven't considered.tc pixel

Discover the overlooked SpaceX IPO strategy before the June listing
1/14/2026 JFS Wealth Advisors LLC28,664$788K0.0%+526.9%0.112%
1/9/2026 Silverlake Wealth Management LLC25,377$698K0.2%+79.3%0.104%
1/8/2026 Wealth Enhancement Advisory Services LLC68,142$1.91M0.0%N/A0.278%
1/8/2026 Fermata Advisors LLC43,682$1.20M0.3%N/A0.178%
1/7/2026 Harbor Investment Advisory LLC6,915$190K0.0%+65.6%0.029%
1/7/2026Puff Wealth Management LLC40,100$1.11M1.4%+21.6%0.168%
12/2/2025 Allworth Financial LP1,142$32K0.0%N/A0.005%
11/17/2025 NewEdge Advisors LLC20,612$575K0.0%N/A0.092%
11/17/2025 Mariner LLC195,276$5.44M0.0%+71.6%0.872%
11/14/2025Comerica Bank3,360$94K0.0%+68.3%0.015%


ALLW Institutional Ownership - Frequently Asked Questions

During the previous two years, 87 institutional investors and hedge funds held shares of SPDR Bridgewater All Weather ETF. The most heavily invested institutionals were AE Wealth Management LLC ($33.98M), Adventist Health System Sunbelt Healthcare Corp ($31.20M), LPL Financial LLC ($16.55M), Catalyst Private Wealth LLC ($15.68M), Family Manage LLC ($9.13M), Astoria Portfolio Advisors LLC. ($7.76M), and Jane Street Group LLC ($6.87M).Learn more on SPDR Bridgewater All Weather ETF's institutional investors.

Of the 85 institutional investors that purchased SPDR Bridgewater All Weather ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($1.24M), Catalyst Private Wealth LLC ($570.31K), Astoria Portfolio Advisors LLC. ($288.86K), Stephens Inc. AR ($264.33K), Sumitomo Mitsui Financial Group Inc. ($239.84K), Jane Street Group LLC ($237.36K), and LPL Financial LLC ($226.28K).

Institutional investors have bought a total of 6,105,960 shares in the last 24 months. This purchase volume represents approximately $167.62M in transactions.

Of the 11 institutional investors that sold SPDR Bridgewater All Weather ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Adventist Health System Sunbelt Healthcare Corp ($229.05K), Stephens Inc. AR ($169.84K), Brookwood Investment Group LLC ($106.68K), SMART Wealth LLC ($95.67K), Jane Street Group LLC ($85.41K), Kestra Advisory Services LLC ($35.17K), and Astoria Portfolio Advisors LLC. ($28.45K).

Institutional investors have sold a total of 764,779 shares in the last 24 months. This volume of shares sold represents approximately $21.51M in transactions.



This page (NASDAQ:ALLW) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners