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Spdr Bridgewater All Weather (ALLW)

CUSIP: 78470P630 | NYSE | 198 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Adventist Health System Sunbelt Healthcare Corp1,064,450
0.7% of portfolio›$30.4M
Citigroup Inc707,524
0.0% of portfolio›$20.2M
Catalyst Private Wealth, LLC623,908
7.4% of portfolio›$17.8M
Crusonia Wealth Advisors LLC480,347
2.1% of portfolio›$13.7M
Owl Creek Wealth Partners LLC453,175
3.6% of portfolio›$12.9M
SteelPeak Wealth, LLC444,011
0.3% of portfolio›$12.7M
Flagship Harbor Advisors, LLC350,381
0.4% of portfolio›$10.0M
Commonwealth Equity Services, LLC328,898
0.0% of portfolio›$9.4M
Atria Investments, Inc325,392
0.1% of portfolio›$9.3M
Smart Wealth LLC268,523
1.6% of portfolio›$7.7M
Cambridge Investment Research Advisors, Inc.229,792
0.0% of portfolio›$6.6K
Breakwater Investment Management226,694
2.1% of portfolio›$6.5M
Corrado Advisors, LLC127,993
1.8% of portfolio›$3.7M
Catalyst Investment Management LLC115,694
2.9% of portfolio›$3.3M
Ethic Inc.102,157
0.0% of portfolio›$2.9M
Patten Group, Inc.84,018
0.4% of portfolio›$2.4M
KWB Wealth79,476
0.2% of portfolio›$2.3M
Kestra Private Wealth Services, LLC78,218
0.0% of portfolio›$2.2M
Reflection Asset Management76,949
0.9% of portfolio›$2.2M
Weaver Consulting Group74,079
0.4% of portfolio›$2.1M
Truist Financial Corp73,370
0.0% of portfolio›$2.1M
Oregon Pacific Wealth Management, LLC71,192
1.9% of portfolio›$2.0M
Onyx Bridge Wealth Group LLC66,702
0.2% of portfolio›$1.9M
Lunt Capital Management, Inc.65,552
0.7% of portfolio›$1.9M
Lake Street Private Wealth, LLC65,244
0.2% of portfolio›$1.9M
Kestra Advisory Services, LLC64,933
0.0% of portfolio›$1.9M
Fermata Advisors, LLC62,807
0.3% of portfolio›$1.8M
Worth Financial Advisory Group, LLC56,883
0.7% of portfolio›$1.6M
Sheets Smith Wealth Management53,917
0.2% of portfolio›$1.5M
Puff Wealth Management, LLC53,541
1.4% of portfolio›$1.5M
LifeGoal Investments, LLC52,668
0.5% of portfolio›$1.5M
Fiduciary Alliance LLC50,559
0.1% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC49,363
0.0% of portfolio›$1.4M
Farther Finance Advisors, LLC48,063
0.0% of portfolio›$1.4M
Independent Wealth Advisors LLC38,935
0.9% of portfolio›$1.1M
Paragon Private Wealth Management, LLC37,680
0.3% of portfolio›$1.1M
DWM Financial Group, Inc.36,096
0.8% of portfolio›$1.0M
JFS Wealth Advisors, LLC29,781
0.0% of portfolio›$850.9K
International Private Wealth Advisors LLC27,309
0.3% of portfolio›$780.2K
Oppenheimer & Co Inc25,551
0.0% of portfolio›$730.0K
Silverlake Wealth Management LLC25,473
0.1% of portfolio›$727.8K
Fearless Solutions, LLC dba Best Invest24,914
0.4% of portfolio›$711.8K
Choreo, LLC22,924
0.0% of portfolio›$655.0K
TD Waterhouse Canada Inc.22,689
0.0% of portfolio›$647.8K
FMA Wealth Management, LLC22,601
0.4% of portfolio›$645.7K
Northbridge Financial Group, LLC22,125
0.2% of portfolio›$637.2K
Independent Financial Group, LLC21,865
0.0% of portfolio›$624.7K
Ascentis Wealth Management, LLC21,311
0.1% of portfolio›$608.8K
Parsons Capital Management Inc21,173
0.0% of portfolio›$604.9K
Fifth Third Bancorp20,250
0.0% of portfolio›$578.5K
Riverbend Wealth Management, LLC20,032
0.3% of portfolio›$572.3K
Trademark Financial Management, LLC19,871
0.2% of portfolio›$567.7K
Clarity Retirement & Wealth, LLC19,108
0.4% of portfolio›$545.9K
Wedbush Securities Inc18,558
0.0% of portfolio›$530
Bluesphere Advisors LLC15,128
0.1% of portfolio›$432.2K
Harbor Investment Advisory, LLC15,021
0.0% of portfolio›$429.2K
J.W. Cole Advisors, Inc.14,951
0.0% of portfolio›$427.2K
SFG Wealth Management, Llc.13,061
0.1% of portfolio›$373.2K
Creekside Partners13,037
0.1% of portfolio›$372.5K
First Hawaiian Bank12,701
0.0% of portfolio›$362.9K
Primoris Wealth Advisors, LLC12,700
0.2% of portfolio›$362.8K
Heritage Wealth Management, Inc.11,993
0.1% of portfolio›$342.6K
Triumph Capital Management11,751
0.1% of portfolio›$335.7K
Wealthcare Advisory Partners LLC11,342
0.0% of portfolio›$324.0K
Transce3nd, LLC10,106
0.3% of portfolio›$293.2K
Elevatus Welath Management9,142
0.1% of portfolio›$261.2K
Latitude Advisors, LLC8,950
0.1% of portfolio›$255.7K
Apollon Financial, LLC8,725
0.0% of portfolio›$249.3K
Ashton Thomas Private Wealth, LLC7,649
0.0% of portfolio›$218.5K
Almanack Investment Partners, Llc.7,619
0.0% of portfolio›$217.7K
J.Safra Asset Management Corp7,362
0.0% of portfolio›$210.3K
Breachway Investments LLC7,125
0.3% of portfolio›$203.6K
Aspect Partners, LLC6,819
0.1% of portfolio›$194.8K
Salomon & Ludwin, LLC3,400
0.0% of portfolio›$97.1K
Washington Trust Advisors, Inc.3,000
0.0% of portfolio›$85.7K
Private Trust Co NA2,879
0.0% of portfolio›$82.3K
Ascentis Independent Advisors2,333
0.0% of portfolio›$66.6K
IFP Advisors, Inc1,207
0.0% of portfolio›$34.5K
Capital Advisors, Ltd. LLC850
0.0% of portfolio›$24
Signaturefd, LLC725
0.0% of portfolio›$20.7K
Nvwm, LLC500
0.0% of portfolio›$14.3K
Tradewinds Capital Management, LLC155
0.0% of portfolio›$4.4K
1620 Investment Advisors, Inc.110
0.0% of portfolio›$3.1K
Harbor Asset Planning, Inc.70
0.0% of portfolio›$2.0K
POM Investment Strategies, LLC43
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Adventist Health System Sunbelt Healthcare Corp
1,064,450$30.4M0.7%ETFLowAltamonte Springs, FL2026-11-02
Citigroup Inc
707,524$20.2M0.0%CoreMediumNew York, NY2026-11-04
Catalyst Private Wealth, LLC
623,908$17.8M7.4%ETFVery LowSan Mateo, CA2026-10-13
Crusonia Wealth Advisors LLC
480,347$13.7M2.1%ETFVery LowDenver, CO2026-10-26
Owl Creek Wealth Partners LLC
453,175$12.9M3.6%IndexLowGreenwood Village, CO2026-10-20
SteelPeak Wealth, LLC
444,011$12.7M0.3%GrowthHighWoodland Hills, CA2026-10-16
Flagship Harbor Advisors, LLC
350,381$10.0M0.4%ETFMediumBoston, MA2026-10-26
Commonwealth Equity Services, LLC
328,898$9.4M0.0%ETFLowWaltham, MA2026-11-02
Atria Investments, Inc
325,392$9.3M0.1%CoreMediumCharlotte, NC2026-10-15
Smart Wealth LLC
268,523$7.7M1.6%ETFHighOmaha, NE2026-11-04
Cambridge Investment Research Advisors, Inc.
229,792$6.6K0.0%ETFLowFairfield, IA2026-11-02
Breakwater Investment Management
226,694$6.5M2.1%ETFLowSeattle, WA2026-10-20
Corrado Advisors, LLC
127,993$3.7M1.8%CoreMediumRamsey, NJ2026-10-27
Catalyst Investment Management LLC
115,694$3.3M2.9%ETFMediumWindham, NH2026-10-21
Ethic Inc.
102,157$2.9M0.0%CoreLowNew York, NY2026-11-03
Patten Group, Inc.
84,018$2.4M0.4%CoreLowChattanooga, TN2026-10-26
KWB Wealth
79,476$2.3M0.2%ETFMediumRedlands, CA2026-10-16
Kestra Private Wealth Services, LLC
78,218$2.2M0.0%GrowthLowAustin, TX2026-10-30
Reflection Asset Management
76,949$2.2M0.9%GrowthMediumIsle Of Palms, SC2026-10-28
Weaver Consulting Group
74,079$2.1M0.4%ETFLowHuntington Beach, CA2026-10-07
Truist Financial Corp
73,370$2.1M0.0%CoreLowCharlotte, NC2026-10-30
Oregon Pacific Wealth Management, LLC
71,192$2.0M1.9%ETFMediumMedford, OR2026-10-20
Onyx Bridge Wealth Group LLC
66,702$1.9M0.2%ETFMediumTarrytown, NY2026-10-16
Lunt Capital Management, Inc.
65,552$1.9M0.7%ETFLowHolladay, UT2026-10-30
Lake Street Private Wealth, LLC
65,244$1.9M0.2%GrowthLowChicago, IL2026-10-22
Kestra Advisory Services, LLC
64,933$1.9M0.0%CoreLowAustin, TX2026-11-02
Fermata Advisors, LLC
62,807$1.8M0.3%ETFLowSonoma, CA2026-10-13
Worth Financial Advisory Group, LLC
56,883$1.6M0.7%GrowthVery LowCharlotte, NC2026-10-19
Sheets Smith Wealth Management
53,917$1.5M0.2%CoreLowWinston-Salem, NC2026-10-16
Puff Wealth Management, LLC
53,541$1.5M1.4%ETFLowHaddonfield, NJ2026-10-07
LifeGoal Investments, LLC
52,668$1.5M0.5%ETFLowSaratoga Springs, NY2026-10-09
Fiduciary Alliance LLC
50,559$1.4M0.1%CoreMediumGreenville, SC2026-10-13
Wealth Enhancement Advisory Services, LLC
49,363$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Farther Finance Advisors, LLC
48,063$1.4M0.0%IndexLowSan Francisco, CA2026-10-08
Independent Wealth Advisors LLC
38,935$1.1M0.9%ETFLowCary, NC2026-10-27
Paragon Private Wealth Management, LLC
37,680$1.1M0.3%GrowthLowLexington, KY2026-10-20
DWM Financial Group, Inc.
36,096$1.0M0.8%ETFN/APalatine, IL2026-10-28
JFS Wealth Advisors, LLC
29,781$850.9K0.0%ETFVery LowHermitage, PA2026-11-03
International Private Wealth Advisors LLC
27,309$780.2K0.3%CoreMediumSan Diego, CA2026-11-05
Oppenheimer & Co Inc
25,551$730.0K0.0%CoreLowNew York, NY2026-10-26
Silverlake Wealth Management LLC
25,473$727.8K0.1%ETFLowWilliston, VT2026-10-21
Fearless Solutions, LLC dba Best Invest
24,914$711.8K0.4%ETFLowSan Antonio, TX2026-10-14
Choreo, LLC
22,924$655.0K0.0%IndexLowRockford, IL2026-10-28
TD Waterhouse Canada Inc.
22,689$647.8K0.0%CoreLowToronto, Australia2026-10-16
FMA Wealth Management, LLC
22,601$645.7K0.4%ETFVery LowDuxbury, MA2026-10-21
Northbridge Financial Group, LLC
22,125$637.2K0.2%GrowthLowTampa, FL2026-11-05
Independent Financial Group, LLC
21,865$624.7K0.0%GrowthLowSan Diego, CA2026-10-13
Ascentis Wealth Management, LLC
21,311$608.8K0.1%Agg GrowthLowDallas, TX2026-11-03
Parsons Capital Management Inc
21,173$604.9K0.0%CoreLowProvidence, RI2026-10-28
Fifth Third Bancorp
20,250$578.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Riverbend Wealth Management, LLC
20,032$572.3K0.3%GrowthLowMyrtle Beach, SC2026-10-15
Trademark Financial Management, LLC
19,871$567.7K0.2%ETFMediumBloomington, MN2026-10-23
Clarity Retirement & Wealth, LLC
19,108$545.9K0.4%ETFN/ANew Bedford, MA2026-11-04
Wedbush Securities Inc
18,558$5300.0%CoreLowPasadena, CA2026-10-22
Bluesphere Advisors LLC
15,128$432.2K0.1%ETFLowEast Norriton, PA2026-10-19
Harbor Investment Advisory, LLC
15,021$429.2K0.0%GrowthLowLutherville, MD2026-10-13
J.W. Cole Advisors, Inc.
14,951$427.2K0.0%IndexLowTampa, FL2026-11-05
SFG Wealth Management, Llc.
13,061$373.2K0.1%ETFMediumTowson, MD2026-10-23
Creekside Partners
13,037$372.5K0.1%ETFVery LowPetaluma, CA2026-11-04
First Hawaiian Bank
12,701$362.9K0.0%ETFVery LowHonolulu, HI2026-10-14
Primoris Wealth Advisors, LLC
12,700$362.8K0.2%GrowthMediumNorth Palm Beach, FL2026-10-28
Heritage Wealth Management, Inc.
11,993$342.6K0.1%CoreLowCincinnati, OH2026-10-28
Triumph Capital Management
11,751$335.7K0.1%ETFMediumDenver, CO2026-10-14
Wealthcare Advisory Partners LLC
11,342$324.0K0.0%ETFLowWest Chester, PA2026-10-21
Transce3nd, LLC
10,106$293.2K0.3%GrowthLowBuda, TX2026-10-26
Elevatus Welath Management
9,142$261.2K0.1%GrowthHighVictor, NY2026-10-19
Latitude Advisors, LLC
8,950$255.7K0.1%ETFLowYorkville, IL2026-10-27
Apollon Financial, LLC
8,725$249.3K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Ashton Thomas Private Wealth, LLC
7,649$218.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Almanack Investment Partners, Llc.
7,619$217.7K0.0%ETFMediumNewtown Square, PA2026-11-03
J.Safra Asset Management Corp
7,362$210.3K0.0%ETFLowNew York, NY2026-11-03
Breachway Investments LLC
7,125$203.6K0.3%ETFLowCharlestown, RI2026-10-19
Aspect Partners, LLC
6,819$194.8K0.1%ETFMediumFairfax, VA2026-10-20
Salomon & Ludwin, LLC
3,400$97.1K0.0%ETFVery LowRichmond, VA2026-10-29
Washington Trust Advisors, Inc.
3,000$85.7K0.0%GrowthLowWellesley, MA2026-10-22
Private Trust Co NA
2,879$82.3K0.0%CoreLowCleveland, OH2026-10-20
Ascentis Independent Advisors
2,333$66.6K0.0%ETFLowDallas, TX2026-11-03
IFP Advisors, Inc
1,207$34.5K0.0%GrowthLowTampa, FL2026-10-16
Capital Advisors, Ltd. LLC
850$240.0%ETFLowShaker Heights, OH2026-10-27
Signaturefd, LLC
725$20.7K0.0%IndexLowAtlanta, GA2026-10-23
Nvwm, LLC
500$14.3K0.0%GrowthMediumYardley, PA2026-10-14
Tradewinds Capital Management, LLC
155$4.4K0.0%ETFVery HighBellingham, WA2026-10-23
1620 Investment Advisors, Inc.
110$3.1K0.0%ValueLowPlymouth, MA2026-11-04
Harbor Asset Planning, Inc.
70$2.0K0.0%ETFVery LowBelmont, MA2026-10-23
POM Investment Strategies, LLC
43$1.2K0.0%ETFVery HighRaleigh, NC2026-10-20