State Street Brgwtr All WTHRALLWETF

13F holders, Q2 2025 (June 30)
37holders +28
26new positions
0sold out
1famous investor
$26.07avg. 13F price*

At the end of Q2 2025, 37 institutions reported holding State Street Brgwtr All WTHR (ALLW) in their 13F filings, up 28 from Q1 2025. 26 opened new positions and 0 sold out. The largest holders were Adventist Health System Sunbelt Healthcare Corp. ($34.2M), AE Wealth Management LLC ($18.0M) and Citadel Advisors ($4.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
State Street Brgwtr All WTHR
Filed as
SSGA ACTIVE TR (Q2 2025)
CUSIP
78470P630
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2025: 9Q1 2025Q2 2025: 37Q2 2025Q3 2025: 56Q3 2025Q4 2025: 91Q4 2025Q1 2026: 122Q1 2026Q2 2026: 161Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions26$43.6M
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 1,704,192 shares bought and 85,414 shares sold, net +1,618,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Adventist Health System Sunbelt Healthcare Corp. 2.63% Add +0.8% 1,310,500 $34.2M
AE Wealth Management LLC 0.13% New 690,758 $18.0M
Citadel Advisors 0.00% New 184,237 $4.8M
SMART Wealth LLC 1.42% New 174,069 $4.5M
Mariner, LLC 0.00% New 113,776 $3.0M
Atria Investments, Inc 0.03% New 95,540 $2.5M
Evoke Wealth, LLC 0.04% New 67,962 $1.8M
Jane Street Group, LLC 0.00% Reduce -56.9% 64,586 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% New 58,806 $1.5M
Brookwood Investment Group LLC 0.23% Add +12.7% 55,888 $1.5M
Sheets Smith Wealth Management 0.14% New 45,115 $1.2M
Susquehanna International Group, LLP 0.00% New 41,186 $1.1M
Kestra Advisory Services, LLC 0.00% New 35,199 $918K
International Private Wealth Advisors LLC 0.67% New 29,964 $781K
GenTrust, LLC 0.03% Add +144.2% 22,936 $598K
RPS Advisory Solutions LLC 0.30% New 20,878 $544K
Commonwealth Equity Services, LLC 0.00% New 20,576 $536K
Virtu Financial LLC 0.02% New 15,762 $411K
Oppenheimer & Co. Inc. 0.01% New 14,398 $375K
Private Advisor Group, LLC 0.00% New 12,490 $326K
Family Manage LLC 0.05% New 11,838 $309K
Truist Financial Corp. 0.00% New 8,750 $228K
Weaver Consulting Group 0.06% New 8,500 $222K
Alpha Financial Partners LLC 0.15% New 8,235 $215K
IFP Advisors, Inc 0.01% Add +51.8% 7,574 $197K
Garde Capital, Inc. 0.01% New 4,000 $104K
Harbor Investment Advisory, LLC 0.01% New 3,979 $104K
Wealth Preservation Advisors, LLC 0.05% No change 3,273 $85K
J.Safra Asset Management Corp 0.01% New 2,769 $72K
Comerica Bank 0.00% New 1,997 $52K
Hara Capital LLC 0.02% No change 1,500 $39K
BlackRock, Inc. 0.00% New 846 $22K
Strategic Wealth Partners, Ltd. 0.00% — 641 $17K
WFA of San Diego, LLC 0.01% — 425 $11K
Harbour Investments, Inc. 0.00% Add +31.0% 114 $3K
Aptus Capital Advisors, LLC 0.00% New 103 $3K
Clearstead Advisors, LLC 0.00% No change 100 $3K

"% 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.