State Street Brgwtr All WTHRALLWETF

13F holders, Q3 2025 (September 30)
56holders +19
26new positions
7sold out
$27.90avg. 13F price*

At the end of Q3 2025, 56 institutions reported holding State Street Brgwtr All WTHR (ALLW) in their 13F filings, up 19 from Q2 2025. 26 opened new positions and 7 sold out. The largest holders were Adventist Health System Sunbelt Healthcare Corp. ($36.5M), AE Wealth Management LLC ($23.9M) and Catalyst Private Wealth, LLC ($15.0M).

Company
State Street Brgwtr All WTHR
Filed as
SSGA ACTIVE TR (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions26$50.6M
Exits7$8.0M

All 13F filers, Q2 2025 → Q3 2025: 2,591,316 shares bought and 402,672 shares sold, net +2,188,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 56 holders

Adventist Health System Sunbelt Healthcare Corp. 1.59% No change 1,310,500 $36.5M
AE Wealth Management LLC 0.15% Add +24.0% 856,722 $23.9M
Catalyst Private Wealth, LLC 6.59% New 538,323 $15.0M
LPL Financial LLC 0.00% New 375,690 $10.5M
Astoria Portfolio Advisors LLC. 1.77% New 237,633 $6.8M
Mariner, LLC 0.01% Add +71.6% 195,276 $5.4M
Jane Street Group, LLC 0.01% Add +151.8% 162,636 $4.5M
Stephens Inc. 0.06% New 161,750 $4.5M
Atria Investments, Inc 0.05% Add +68.9% 161,348 $4.5M
Brookwood Investment Group LLC 0.48% Add +139.6% 133,883 $3.7M
Family Manage LLC 0.44% Add +850.5% 112,516 $3.1M
Corrado Advisors, LLC 1.65% New 110,355 $3.1M
Kestra Advisory Services, LLC 0.01% Add +132.8% 81,939 $2.3M
SMART Wealth LLC 0.82% Reduce -55.0% 78,403 $2.2M
GenTrust, LLC 0.10% Add +241.4% 78,306 $2.2M
Evoke Wealth, LLC 0.04% No change 67,962 $1.9M
Hobbs Group Advisors, LLC 0.57% New 66,018 $1.8M
Tidal Investments LLC 0.01% New 55,534 $1.5M
Private Advisor Group, LLC 0.01% Add +338.4% 54,752 $1.5M
Sheets Smith Wealth Management 0.14% No change 45,115 $1.3M
Stifel Financial Corp. 0.00% New 43,141 $1.2M
Puff Wealth Management, LLC 1.40% New 32,974 $919K
O'ROURKE & COMPANY, Inc 0.38% New 32,307 $901K
Commonwealth Equity Services, LLC 0.00% Add +54.3% 31,752 $885K
International Private Wealth Advisors LLC 0.52% Reduce -0.5% 29,818 $831K
OneDigital Investment Advisors LLC 0.01% New 25,200 $703K
Janney Montgomery Scott LLC 0.00% New 21,428 $597K
Global Retirement Partners, LLC 0.01% New 21,229 $592K
NewEdge Advisors, LLC 0.00% New 20,612 $575K
Weaver Consulting Group 0.14% Add +138.5% 20,275 $565K
RPS Advisory Solutions LLC 0.27% Reduce -4.0% 20,037 $559K
Oppenheimer & Co. Inc. 0.01% Add +24.3% 17,898 $499K
Farther Finance Advisors, LLC 0.01% New 14,470 $403K
Silverlake Wealth Management LLC 0.10% New 14,154 $395K
Alpha Financial Partners LLC 0.25% Add +70.5% 14,040 $391K
Perennial Investment Advisors, LLC 0.02% New 9,776 $273K
Truist Financial Corp. 0.00% Add +5.7% 9,250 $258K
Litman Gregory Wealth Management LLC 0.02% New 9,061 $253K
Latitude Advisors, LLC 0.10% New 8,095 $226K
Harbour Investments, Inc. 0.00% Add +6567.5% 7,601 $212K
IFP Advisors, Inc 0.00% Reduce -11.7% 6,692 $187K
J.Safra Asset Management Corp 0.01% Add +115.1% 5,955 $166K
Aspect Partners, LLC 0.06% New 5,115 $143K
JFS Wealth Advisors, LLC 0.01% New 4,572 $127K
Harbor Investment Advisory, LLC 0.01% Add +4.9% 4,175 $116K
Comerica Bank 0.00% Add +68.3% 3,360 $94K
Wealth Preservation Advisors, LLC 0.05% Reduce -6.1% 3,073 $86K
Rockefeller Capital Management L.P. 0.00% New 2,025 $56K
Hara Capital LLC 0.02% No change 1,500 $42K
Allworth Financial LP 0.00% New 1,142 $32K
Osaic Holdings, Inc. 0.00% New 750 $20K
Strategic Wealth Partners, Ltd. 0.00% No change 641 $18K
WFA of San Diego, LLC 0.01% Add +21.2% 515 $14K
Nvwm, LLC 0.00% New 500 $14K
Aptus Capital Advisors, LLC 0.00% Add +1.9% 105 $3K
JPMorgan Chase & Co. 0.00% New 15 $418

"% 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.