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SPDR Bridgewater All Weather ETF (ALLW) Institutional Ownership

SPDR Bridgewater All Weather ETF logo
$29.92 -0.05 (-0.17%)
As of 04:00 PM Eastern
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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)
$147.18M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$20.23M
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ALLW Institutional Buying and Selling by Quarter

SPDR Bridgewater All Weather ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 JFS Wealth Advisors LLC29,781$872K0.0%+3.9%0.055%
7/10/2026 KWB Wealth78,477$2.30M0.2%N/A0.146%
7/10/2026 Wealthcare Advisory Partners LLC33,770$988K0.0%-41.4%0.063%
7/8/2026 Puff Wealth Management LLC48,056$1.41M1.4%N/A0.090%
7/8/2026 LifeGoal Investments LLC40,275$1.18M0.5%N/A0.076%
7/7/2026 Fermata Advisors LLC61,186$1.79M0.4%+18.9%0.115%
7/7/2026 Harbor Investment Advisory LLC13,442$393K0.0%+108.4%0.025%
6/18/2026Western Wealth Management LLC31,437$907K0.0%+17.3%0.073%
6/3/2026 NewEdge Advisors LLC21,076$608K0.0%-28.6%0.049%
5/22/2026 Independent Wealth Advisors LLC15,774$455K0.4%N/A0.037%
5/20/2026Hobbs Group Advisors LLC221,239$6.38M1.9%+2.2%0.513%
5/19/2026Western 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%
5/16/2026Family Manage LLC316,581$9.13M1.1%+5.1%0.735%
5/15/2026Waverly 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%
3/17/2026Rockefeller Capital Management L.P.175,345$4.82M0.0%+8,559.0%0.632%
3/13/2026World Investment Advisors11,078$305K0.0%N/A0.040%
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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%
2/23/2026Virtu 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%
2/17/2026Osaic 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%
2/16/2026Mariner LLC246,571$6.78M0.0%+26.3%0.889%
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%
2/12/2026Jane 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%
2/12/2026Steward 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%
2/12/2026Sumitomo 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%
2/6/2026 Global 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%
2/5/2026Western Wealth Management LLC26,802$737K0.0%N/A0.097%
2/5/2026 Atria Investments Inc163,494$4.49M0.1%+1.3%0.589%
2/4/2026World 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%
1/28/2026O ROURKE & COMPANY Inc66,164$1.82M0.7%+104.8%0.251%
1/28/2026Hobbs 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%
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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%
1/14/2026Elevatus 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%
1/14/2026 JFS Wealth Advisors LLC28,664$788K0.0%+526.9%0.112%


ALLW Institutional Ownership - Frequently Asked Questions

During the previous two years, 89 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 87 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 5,298,677 shares in the last 24 months. This purchase volume represents approximately $147.18M 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), Kestra Advisory Services LLC ($35.17K), Astoria Portfolio Advisors LLC. ($28.45K), and Wealthcare Advisory Partners LLC ($23.85K).

Institutional investors have sold a total of 711,642 shares in the last 24 months. This volume of shares sold represents approximately $20.23M in transactions.


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Institutional ownership data for NASDAQ:ALLW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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