State Street Brgwtr All WTHRALLWETF
13F holders, Q4 2025 (December 31)91holders +35
34new positions
2sold out
1famous investor
$27.57avg. 13F price*
At the end of Q4 2025, 91 institutions reported holding State Street Brgwtr All WTHR (ALLW) in their 13F filings, up 35 from Q3 2025. 34 opened new positions and 2 sold out. The largest holders were Adventist Health System Sunbelt Healthcare Corp. ($34.8M), AE Wealth Management LLC ($34.0M) and LPL Financial LLC ($16.5M). 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 (Q4 2025)
- CUSIP
- 78470P630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $33.4M |
| Exits | 2 | $3K |
All 13F filers, Q3 2025 → Q4 2025: 3,236,754 shares bought and 161,880 shares sold, net +3,074,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Adventist Health System Sunbelt Healthcare Corp. | 1.04% | Reduce -3.4% | 1,265,400 | $34.8M |
| AE Wealth Management LLC | 0.20% | Add +44.3% | 1,235,973 | $34.0M |
| LPL Financial LLC | 0.00% | Add +60.2% | 601,967 | $16.5M |
| Catalyst Private Wealth, LLC | 6.85% | Add +5.9% | 570,311 | $15.7M |
| Astoria Portfolio Advisors LLC. | 1.96% | Add +21.6% | 288,858 | $8.6M |
| Family Manage LLC | 1.05% | Add +167.6% | 301,092 | $8.3M |
| Stephens Inc. | 0.09% | Add +63.4% | 264,330 | $7.3M |
| Jane Street Group, LLC | 0.01% | Add +53.7% | 250,000 | $6.9M |
| Mariner, LLC | 0.01% | Add +26.3% | 246,571 | $6.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.12% | New | 239,835 | $6.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | New | 217,583 | $6.0M |
| Hobbs Group Advisors, LLC | 1.80% | Add +227.9% | 216,484 | $6.0M |
| Alpha Financial Partners LLC | 3.13% | Add +1227.7% | 186,408 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8559.0% | 175,345 | $4.8M |
| Atria Investments, Inc | 0.05% | Add +1.3% | 163,494 | $4.5M |
| Corrado Advisors, LLC | 1.62% | Add +6.4% | 117,405 | $3.2M |
| Virtu Financial LLC | 0.12% | New | 114,489 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | New | 107,499 | $3.0M |
| GenTrust, LLC | 0.13% | Add +35.0% | 105,734 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Add +87.9% | 102,892 | $2.8M |
| SMART Wealth LLC | 0.81% | Add +23.5% | 96,858 | $2.7M |
| Clarity Retirement & Wealth, LLC | 2.12% | — | 87,684 | $2.4M |
| Arrowroot Family Office, LLC | 0.75% | New | 75,056 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.9% | 73,843 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 68,142 | $1.9M |
| Evoke Wealth, LLC | 0.04% | Add +1.6% | 69,077 | $1.9M |
| Global Retirement Partners, LLC | 0.03% | Add +220.7% | 68,077 | $1.9M |
| Tidal Investments LLC | 0.01% | Add +21.2% | 67,291 | $1.8M |
| O'ROURKE & COMPANY, Inc | 0.71% | Add +104.8% | 66,164 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +101.3% | 63,916 | $1.8M |
| Wedbush Securities Inc. | 0.05% | New | 63,489 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +21.3% | 52,329 | $1.4M |
| Reflection Asset Management | 1.01% | — | 50,939 | $1.4M |
| Sheets Smith Wealth Management | 0.15% | Add +13.7% | 51,305 | $1.4M |
| Oregon Pacific Wealth Management, LLC | 1.40% | New | 49,233 | $1.4M |
| RPS Advisory Solutions LLC | 0.60% | Add +129.3% | 45,945 | $1.3M |
| Fermata Advisors, LLC | 0.29% | New | 43,682 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +5405.2% | 41,289 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +90.2% | 40,748 | $1.1M |
| Puff Wealth Management, LLC | 1.43% | Add +21.6% | 40,100 | $1.1M |
| Weaver Consulting Group | 0.20% | Add +46.5% | 29,700 | $816K |
| NewEdge Advisors, LLC | 0.00% | Add +43.1% | 29,506 | $811K |
| JFS Wealth Advisors, LLC | 0.04% | Add +527.0% | 28,664 | $788K |
| International Private Wealth Advisors LLC | 0.49% | Reduce -4.9% | 28,353 | $779K |
| Brookwood Investment Group LLC | 0.09% | Reduce -79.7% | 27,208 | $748K |
| Western Wealth Management, LLC | 0.03% | New | 26,802 | $737K |
| OneDigital Investment Advisors LLC | 0.01% | Add +6.3% | 26,792 | $737K |
| Silverlake Wealth Management LLC | 0.16% | Add +79.3% | 25,377 | $698K |
| Oppenheimer & Co. Inc. | 0.01% | Add +28.5% | 23,001 | $632K |
| Fiduciary Alliance LLC | 0.04% | New | 22,249 | $612K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 20,100 | $553K |
| Belpointe Asset Management LLC | 0.02% | New | 18,461 | $507K |
| Citadel Advisors | 0.00% | New | 17,356 | $477K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.8% | 16,758 | $461K |
| OakTrust Wealth Advisors, LLC | 0.42% | — | 16,694 | $459K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 15,923 | $438K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 13,964 | $384K |
| Waverly Advisors, LLC | 0.00% | New | 13,329 | $366K |
| GeoWealth Management, LLC | 0.01% | New | 12,782 | $351K |
| World Investment Advisors | 0.01% | New | 11,078 | $305K |
| Harbour Investments, Inc. | 0.01% | Add +43.2% | 10,884 | $299K |
| Golden State Wealth Management, LLC | 0.03% | New | 10,862 | $299K |
| Litman Gregory Wealth Management LLC | 0.02% | Add +19.3% | 10,812 | $297K |
| Truist Financial Corp. | 0.00% | Add +10.9% | 10,255 | $282K |
| Lunt Capital Management, Inc. | 0.11% | New | 10,206 | $281K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 9,776 | $269K |
| Elevatus Welath Management | 0.07% | New | 9,142 | $251K |
| Paragon Private Wealth Management, LLC | 0.07% | New | 7,931 | $218K |
| Latitude Advisors, LLC | 0.09% | Reduce -5.2% | 7,671 | $211K |
| MAI Capital Management | 0.00% | New | 7,165 | $197K |
| IFP Advisors, Inc | 0.00% | Add +4.0% | 6,956 | $191K |
| Harbor Investment Advisory, LLC | 0.01% | Add +65.6% | 6,915 | $190K |
| J.Safra Asset Management Corp | 0.01% | Add +10.0% | 6,552 | $180K |
| Elyxium Wealth, LLC | 0.04% | New | 5,651 | $155K |
| Aspect Partners, LLC | 0.06% | No change | 5,115 | $141K |
| Tradewinds Capital Management, LLC | 0.03% | New | 4,400 | $121K |
| Comerica Bank | 0.00% | Add +4.6% | 3,515 | $97K |
| Wealth Preservation Advisors, LLC | 0.04% | No change | 3,073 | $84K |
| Bank of America Corp. | 0.00% | New | 2,100 | $58K |
| Hara Capital LLC | 0.02% | No change | 1,500 | $41K |
| Sound Income Strategies, LLC | 0.00% | New | 1,396 | $40K |
| Breakwater Investment Management | 0.01% | New | 1,290 | $35K |
| Allworth Financial LP | 0.00% | No change | 1,142 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | New | 750 | $21K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 641 | $18K |
| WFA of San Diego, LLC | 0.01% | Add +7.8% | 555 | $15K |
| Nvwm, LLC | 0.00% | No change | 500 | $14K |
| Triumph Capital Management | 0.00% | New | 122 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 110 | $3K |
| Morgan Stanley | 0.00% | New | 100 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 84 | $2K |
"% 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.