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SPDR Bridgewater All Weather ETF (ALLW) Institutional Ownership

SPDR Bridgewater All Weather ETF logo
$29.91 +0.16 (+0.54%)
As of 03:40 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$169.87M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$15.86M
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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
5/1/2026 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%
3/13/2026 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%
2/23/2026Virtu Financial LLC114,489$3.15M0.1%N/A0.413%
2/18/2026NewEdge Advisors LLC29,506$811K0.0%+43.1%0.106%
2/17/2026GeoWealth 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%
2/16/2026Adventist 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%
2/13/2026Stifel 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%
2/12/2026Great 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%
2/11/2026J.Safra Asset Management Corp6,552$180K0.0%+10.0%0.024%
2/11/2026Paragon Private Wealth Management LLC7,931$218K0.1%N/A0.029%
2/11/2026 Clarity Retirement & Wealth LLC87,684$2.41M2.1%N/A0.316%
2/11/2026LPL Financial LLC601,967$16.55M0.0%+60.2%2.169%
2/11/2026Arrowroot Family Office LLC75,056$2.06M0.8%N/A0.270%
2/10/2026Weaver Consulting Group29,700$816K0.2%+46.5%0.107%
2/10/2026 Corrado Advisors LLC117,405$3.23M1.6%+6.4%0.423%
2/9/2026Harbour Investments Inc.10,884$299K0.0%+43.2%0.039%
2/6/2026Evoke Wealth LLC69,077$1.90M0.0%+1.6%0.249%
2/6/2026Global Retirement Partners LLC68,077$1.87M0.0%+220.7%0.245%
2/6/2026RPS Advisory Solutions LLC45,945$1.26M0.6%+129.3%0.166%
2/5/2026Elyxium 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%
2/5/2026Atria 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%
2/2/2026Breakwater 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%
1/26/2026AE 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%
1/23/2026Lunt Capital Management Inc.10,206$281K0.1%N/A0.039%
1/22/2026Brookwood 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%
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%
12/2/2025Allworth Financial LP1,142$32K0.0%N/A0.005%
11/17/2025NewEdge Advisors LLC20,612$575K0.0%N/A0.092%
11/17/2025Mariner LLC195,276$5.44M0.0%+71.6%0.872%
11/14/2025Comerica Bank3,360$94K0.0%+68.3%0.015%
11/13/2025Family Management Corp112,516$3.14M0.4%+850.5%0.502%
11/13/2025Hobbs Group Advisors LLC66,018$1.84M0.6%N/A0.295%
11/13/2025 Private Advisor Group LLC54,752$1.53M0.0%+338.4%0.244%
11/12/2025Perennial Investment Advisors LLC9,776$273K0.0%N/A0.044%
11/12/2025Weaver Consulting Group20,275$565K0.1%+138.5%0.091%
11/10/2025 JFS Wealth Advisors LLC4,572$127K0.0%N/A0.020%
11/10/2025OneDigital Investment Advisors LLC25,200$703K0.0%N/A0.113%
11/7/2025Alpha Financial Partners LLC14,040$391K0.3%+70.5%0.063%
11/7/2025 SMART Wealth LLC78,403$2.19M0.8%-55.0%0.350%
11/7/2025 GenTrust LLC78,306$2.18M0.1%+241.4%0.350%


ALLW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ALLW shares?

During the previous two years, 83 institutional investors and hedge funds held shares of SPDR Bridgewater All Weather ETF. The most heavily invested institutionals were Adventist Health System Sunbelt Healthcare Corp ($34.79M), AE Wealth Management LLC ($33.98M), LPL Financial LLC ($16.55M), Catalyst Private Wealth LLC ($15.68M), Astoria Portfolio Advisors LLC. ($7.76M), Jane Street Group LLC ($6.87M), and Mariner LLC ($6.78M).Learn more on SPDR Bridgewater All Weather ETF's institutional investors.

Which institutional investors have been buying SPDR Bridgewater All Weather ETF's stock?

Of the 81 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).

How much institutional buying is happening at SPDR Bridgewater All Weather ETF?

Institutional investors have bought a total of 6,209,775 shares in the last 24 months. This purchase volume represents approximately $169.87M in transactions.

Which of SPDR Bridgewater All Weather ETF's major shareholders have been selling company stock?

Of the 10 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: Stephens Inc. AR ($169.84K), Brookwood Investment Group LLC ($106.68K), SMART Wealth LLC ($95.67K), Jane Street Group LLC ($85.41K), Adventist Health System Sunbelt Healthcare Corp ($45.10K), Kestra Advisory Services LLC ($35.17K), and Astoria Portfolio Advisors LLC. ($28.45K).

How much institutional selling is happening at SPDR Bridgewater All Weather ETF?

Institutional investors have sold a total of 568,663 shares in the last 24 months. This volume of shares sold represents approximately $15.86M in transactions.



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