State Street Brgwtr All WTHRALLWETF
13F holders, Q2 2026 (June 30)161holders +39
47new positions
9sold out
1famous investor
$29.25avg. 13F price*
At the end of Q2 2026, 161 institutions reported holding State Street Brgwtr All WTHR (ALLW) in their 13F filings, up 39 from Q1 2026. 47 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($107.0M), AE Wealth Management LLC ($71.0M) and Bank of America Corp. ($62.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- State Street Brgwtr All WTHR
- Filed as
- SSGA ACTIVE TR (Q2 2026)
- CUSIP
- 78470P630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $103.6M |
| Exits | 9 | $39.8M |
All 13F filers, Q1 2026 → Q2 2026: 8,393,725 shares bought and 2,105,555 shares sold, net +6,288,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| LPL Financial LLC | 0.02% | Add +176.1% | 3,656,677 | $107.0M |
| AE Wealth Management LLC | 0.33% | Add +11.6% | 2,424,005 | $71.0M |
| Bank of America Corp. | 0.00% | New | 2,142,531 | $62.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 1.01% | No change | 1,081,450 | $31.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +15.3% | 840,637 | $24.6M |
| Catalyst Private Wealth, LLC | 8.16% | Add +0.8% | 577,473 | $16.9M |
| Pinnacle Wealth Management, LLC | 8.40% | Add +0.1% | 463,515 | $13.6M |
| Marshall Financial Group, LLC | 1.91% | Add +3.6% | 447,240 | $13.1M |
| Crusonia Wealth Advisors LLC | 2.01% | New | 418,178 | $12.2M |
| Mariner, LLC | 0.01% | Add +54.2% | 405,262 | $11.9M |
| National Philanthropic Trust | 0.15% | Reduce -29.6% | 364,309 | $10.7M |
| Family Manage LLC | 1.10% | Add +12.8% | 357,213 | $10.5M |
| Astoria Portfolio Advisors LLC. | 1.65% | Add +27.7% | 332,564 | $9.7M |
| Flagship Harbor Advisors, LLC | 0.37% | Add +7.5% | 329,729 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +109.8% | 297,971 | $8.7M |
| Owl Creek Wealth Partners LLC | 2.55% | New | 297,715 | $8.7M |
| Stratos Investment Management, LLC | 0.31% | Add +46.5% | 290,647 | $8.5M |
| MML Investors Services, LLC | 0.02% | Add +34.3% | 268,782 | $7.9M |
| Hobbs Group Advisors, LLC | 1.84% | Add +7.8% | 238,443 | $7.0M |
| Alpha Financial Partners LLC | 3.46% | Add +7.0% | 225,175 | $6.6M |
| Atria Investments, Inc | 0.06% | Add +29.5% | 220,574 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +44.5% | 218,122 | $6.4M |
| SMART Wealth LLC | 1.37% | Add +100.2% | 216,960 | $6.4M |
| Savvy Advisors, Inc. | 0.13% | Add +39.9% | 206,833 | $6.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.11% | Reduce -12.6% | 194,734 | $5.7M |
| Fortis Group Advisors, LLC | 0.81% | Add +0.1% | 172,567 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +136.4% | 160,857 | $4.7M |
| MAI Capital Management | 0.02% | Add +1620933.3% | 145,893 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.22% | Add +4.0% | 135,024 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -19.3% | 125,557 | $3.7M |
| Corrado Advisors, LLC | 1.64% | Add +1.4% | 121,479 | $3.6M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +189.5% | 113,716 | $3.3M |
| GenTrust, LLC | 0.12% | Add +17.9% | 110,698 | $3.2M |
| Harbour Investments, Inc. | 0.04% | Add +10.3% | 103,016 | $3.0M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +74.9% | 101,378 | $3.0M |
| Catalyst Investment Management LLC | 2.66% | Add +80.6% | 100,217 | $2.9M |
| Golden State Wealth Management, LLC | 0.26% | Add +513.6% | 98,294 | $2.9M |
| Arrowroot Family Office, LLC | 0.81% | Reduce -4.4% | 96,147 | $2.8M |
| Farther Finance Advisors, LLC | 0.02% | Add +45.5% | 94,643 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.9% | 90,587 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +51.8% | 88,970 | $2.6M |
| O'ROURKE & COMPANY, Inc | 0.87% | Add +5.0% | 84,979 | $2.5M |
| Stephens Inc. | 0.03% | Reduce -12.1% | 83,065 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +831.2% | 79,814 | $2.3M |
| KWB Wealth | 0.20% | New | 78,477 | $2.3M |
| Patten Group, Inc. | 0.34% | Add +153.4% | 74,865 | $2.2M |
| Wedbush Securities Inc. | 0.06% | Add +11.7% | 74,129 | $2.2M |
| Forum Finance Group S.A. | 0.78% | Add +127.4% | 91,293 | $2.2M |
| Breakwater Investment Management | 0.72% | Add +932.3% | 72,459 | $2.1M |
| Global Retirement Partners, LLC | 0.03% | — | 72,332 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +152.0% | 70,795 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +41.5% | 66,186 | $1.9M |
| Lake Street Private Wealth, LLC | 0.22% | Add +18.1% | 64,944 | $1.9M |
| Lunt Capital Management, Inc. | 0.68% | Add +11.8% | 63,187 | $1.8M |
| Weaver Consulting Group | 0.37% | Add +51.3% | 61,910 | $1.8M |
| Fermata Advisors, LLC | 0.36% | Add +18.9% | 61,186 | $1.8M |
| Sheets Smith Wealth Management | 0.15% | Add +2.0% | 52,862 | $1.5M |
| Oregon Pacific Wealth Management, LLC | 1.38% | Add +1.1% | 50,282 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Add +50.7% | 50,007 | $1.5M |
| Worth Financial Advisory Group, LLC | 0.60% | New | 49,599 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +24994.9% | 49,186 | $1.4M |
| Puff Wealth Management, LLC | 1.43% | — | 48,056 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -48.6% | 48,017 | $1.4M |
| Fiduciary Alliance LLC | 0.09% | Add +27.3% | 46,019 | $1.3M |
| Western Wealth Management, LLC | 0.04% | Add +37.1% | 43,113 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.11% | Add +117.1% | 40,820 | $1.2M |
| LifeGoal Investments, LLC | 0.54% | New | 40,275 | $1.2M |
| Brookwood Investment Group LLC | 0.14% | Add +3.9% | 40,148 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -48.2% | 38,272 | $1.1M |
| Noble Wealth Partners LLC | 0.97% | — | 38,008 | $1.1M |
| Morgan Stanley | 0.00% | Add +276.1% | 37,612 | $1.1M |
| Paragon Private Wealth Management, LLC | 0.28% | Add +141.6% | 36,363 | $1.1M |
| Independent Wealth Advisors LLC | 0.90% | Add +116.3% | 34,117 | $999K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -41.4% | 33,770 | $988K |
| Advyzon Investment Management, LLC | 0.07% | Add +17.4% | 33,001 | $966K |
| Independent Financial Group, LLC | 0.02% | Add +49.0% | 32,721 | $958K |
| Integrated Wealth Concepts LLC | 0.01% | New | 31,925 | $934K |
| SteelPeak Wealth, LLC | 0.02% | New | 31,499 | $922K |
| Fearless Solutions, LLC dba Best Invest | 0.46% | Add +106.4% | 29,845 | $874K |
| JFS Wealth Advisors, LLC | 0.04% | Add +3.9% | 29,781 | $872K |
| International Private Wealth Advisors LLC | 0.42% | Reduce -1.2% | 28,005 | $820K |
| Mission Wealth Management, LP | 0.01% | New | 27,911 | $817K |
| Perennial Investment Advisors, LLC | 0.05% | Add +3.7% | 27,721 | $811K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.6% | 25,551 | $748K |
| Waverly Advisors, LLC | 0.00% | Add +20.0% | 25,378 | $743K |
| Focus Partners Wealth | 0.00% | New | 25,248 | $739K |
| Clarity Retirement & Wealth, LLC | 0.51% | Reduce -32.4% | 25,030 | $733K |
| Ethic Inc. | 0.01% | New | 24,888 | $728K |
| Silverlake Wealth Management LLC | 0.14% | Add +54.7% | 24,766 | $725K |
| Choreo, LLC | 0.01% | New | 22,924 | $671K |
| Providence First Trust Co | 0.18% | New | 22,325 | $653K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.1% | 22,229 | $651K |
| NewEdge Advisors, LLC | 0.00% | Add +4.5% | 22,028 | $645K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 21,618 | $633K |
| BNB Wealth Management, LLC | 0.34% | Add +21.6% | 21,463 | $628K |
| OakTrust Wealth Advisors, LLC | 0.52% | Reduce -1.1% | 20,507 | $600K |
| Mutual Advisors, LLC | 0.01% | New | 20,419 | $598K |
| Riverbend Wealth Management, LLC | 0.29% | New | 19,343 | $566K |
| Trademark Financial Management, LLC | 0.23% | New | 18,849 | $552K |
| WJ Wealth Management, LLC | 0.20% | New | 17,400 | $509K |
"% of holder's portfolio" is ALLW's weight in each manager's 13F, not the share of State Street Brgwtr All WTHR the manager owns.