State Street Brgwtr All WTHRALLWETF
13F holders, Q1 2026 (March 31)122holders +31
42new positions
8sold out
2famous investors
$28.87avg. 13F price*
At the end of Q1 2026, 122 institutions reported holding State Street Brgwtr All WTHR (ALLW) in their 13F filings, up 31 from Q4 2025. 42 opened new positions and 8 sold out. The largest holders were AE Wealth Management LLC ($62.7M), LPL Financial LLC ($38.2M) and Jane Street Group, LLC ($31.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- State Street Brgwtr All WTHR
- Filed as
- SSGA ACTIVE TR (Q1 2026)
- CUSIP
- 78470P630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $90.4M |
| Exits | 8 | $5.8M |
All 13F filers, Q4 2025 → Q1 2026: 7,387,169 shares bought and 782,649 shares sold, net +6,604,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| AE Wealth Management LLC | 0.34% | Add +75.7% | 2,171,693 | $62.7M |
| LPL Financial LLC | 0.01% | Add +120.0% | 1,324,567 | $38.2M |
| Jane Street Group, LLC | 0.03% | Add +341.7% | 1,104,171 | $31.9M |
| Adventist Health System Sunbelt Healthcare Corp. | 1.09% | Reduce -14.5% | 1,081,450 | $31.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +315.9% | 729,311 | $21.0M |
| Catalyst Private Wealth, LLC | 8.95% | Add +0.4% | 572,811 | $16.5M |
| National Philanthropic Trust | 0.16% | New | 517,243 | $14.9M |
| Pinnacle Wealth Management, LLC | 9.00% | New | 463,091 | $13.4M |
| Marshall Financial Group, LLC | 1.99% | New | 431,569 | $12.5M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +60.9% | 350,146 | $10.1M |
| Family Manage LLC | 1.10% | Add +5.1% | 316,581 | $9.1M |
| Flagship Harbor Advisors, LLC | 0.39% | New | 306,806 | $8.9M |
| Astoria Portfolio Advisors LLC. | 1.66% | Reduce -9.8% | 260,412 | $7.8M |
| Mariner, LLC | 0.01% | Add +6.6% | 262,766 | $7.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.13% | Reduce -7.1% | 222,888 | $6.4M |
| Hobbs Group Advisors, LLC | 1.91% | Add +2.2% | 221,239 | $6.4M |
| Alpha Financial Partners LLC | 3.59% | Add +12.9% | 210,449 | $6.1M |
| MML Investors Services, LLC | 0.02% | New | 200,116 | $5.8M |
| Stratos Investment Management, LLC | 0.23% | New | 198,465 | $5.7M |
| Fortis Group Advisors, LLC | 0.85% | New | 172,385 | $5.2M |
| Atria Investments, Inc | 0.06% | Add +4.2% | 170,274 | $4.9M |
| Private Advisor Group, LLC | 0.02% | Add +51.1% | 155,483 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 150,971 | $4.4M |
| Savvy Advisors, Inc. | 0.11% | New | 147,834 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +122.2% | 142,026 | $4.1M |
| Citadel Advisors | 0.00% | Add +701.9% | 139,173 | $4.0M |
| Evoke Wealth, LLC | 0.07% | Add +97.6% | 136,474 | $3.9M |
| Stratos Wealth Advisors, LLC | 0.23% | Add +829.8% | 129,831 | $3.7M |
| Corrado Advisors, LLC | 1.80% | Add +2.0% | 119,800 | $3.5M |
| SMART Wealth LLC | 0.92% | Add +11.9% | 108,398 | $3.1M |
| Arrowroot Family Office, LLC | 0.96% | Add +34.1% | 100,618 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.5% | 98,314 | $2.8M |
| Stephens Inc. | 0.03% | Reduce -64.3% | 94,495 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +37.0% | 93,356 | $2.7M |
| GenTrust, LLC | 0.12% | Reduce -11.2% | 93,900 | $2.7M |
| Harbour Investments, Inc. | 0.04% | Add +758.2% | 93,411 | $2.7M |
| O'ROURKE & COMPANY, Inc | 0.92% | Add +22.3% | 80,943 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +81.4% | 73,923 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +64.8% | 68,047 | $2.0M |
| Wedbush Securities Inc. | 0.06% | Add +4.5% | 66,364 | $1.9M |
| Farther Finance Advisors, LLC | 0.02% | Add +288.2% | 65,051 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +12.0% | 58,615 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +188.3% | 57,959 | $1.7M |
| Catalyst Investment Management LLC | 1.84% | New | 55,492 | $1.7M |
| Reflection Asset Management | 1.02% | Add +9.9% | 55,967 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +261.9% | 57,617 | $1.7M |
| Lunt Capital Management, Inc. | 0.63% | Add +453.6% | 56,502 | $1.6M |
| Lake Street Private Wealth, LLC | 0.20% | New | 55,000 | $1.6M |
| Sheets Smith Wealth Management | 0.17% | Add +1.0% | 51,805 | $1.5M |
| Fermata Advisors, LLC | 0.33% | Add +17.8% | 51,450 | $1.5M |
| Oregon Pacific Wealth Management, LLC | 1.50% | Add +1.0% | 49,743 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -36.7% | 46,766 | $1.3M |
| Bank of Montreal | 0.00% | New | 45,531 | $1.3M |
| Weaver Consulting Group | 0.28% | Add +37.8% | 40,915 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | New | 39,280 | $1.1M |
| Brookwood Investment Group LLC | 0.14% | Add +42.0% | 38,648 | $1.1M |
| Fiduciary Alliance LLC | 0.07% | Add +62.5% | 36,153 | $1.1M |
| Clarity Retirement & Wealth, LLC | 0.86% | Reduce -57.8% | 37,027 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 37,007 | $1.1M |
| Belpointe Asset Management LLC | 0.03% | Add +79.7% | 33,176 | $957K |
| Forum Finance Group S.A. | 0.51% | — | 40,149 | $932K |
| Western Wealth Management, LLC | 0.03% | Add +17.3% | 31,437 | $907K |
| Patten Group, Inc. | 0.15% | New | 29,542 | $852K |
| B. Riley Wealth Advisors, Inc. | 0.05% | New | 29,304 | $829K |
| JFS Wealth Advisors, LLC | 0.05% | No change | 28,664 | $827K |
| International Private Wealth Advisors LLC | 0.50% | Reduce -0.1% | 28,339 | $818K |
| Advyzon Investment Management, LLC | 0.07% | New | 28,118 | $811K |
| Truist Financial Corp. | 0.00% | Add +174.0% | 28,095 | $811K |
| Perennial Investment Advisors, LLC | 0.06% | Add +173.3% | 26,721 | $771K |
| Oppenheimer & Co. Inc. | 0.01% | Add +8.3% | 24,901 | $718K |
| Independent Advisor Alliance | 0.01% | New | 23,745 | $685K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -18.0% | 21,978 | $634K |
| Independent Financial Group, LLC | 0.01% | New | 21,966 | $634K |
| Waverly Advisors, LLC | 0.00% | Add +58.7% | 21,148 | $610K |
| NewEdge Advisors, LLC | 0.00% | Reduce -28.6% | 21,076 | $608K |
| OakTrust Wealth Advisors, LLC | 0.54% | Add +24.2% | 20,732 | $598K |
| Onyx Bridge Wealth Group LLC | 0.06% | New | 18,802 | $542K |
| BNB Wealth Management, LLC | 0.33% | New | 17,655 | $509K |
| Golden State Wealth Management, LLC | 0.05% | Add +47.5% | 16,018 | $462K |
| Silverlake Wealth Management LLC | 0.10% | Reduce -36.9% | 16,005 | $462K |
| Independent Wealth Advisors LLC | 0.45% | New | 15,774 | $455K |
| Paragon Private Wealth Management, LLC | 0.14% | Add +89.8% | 15,049 | $434K |
| Fearless Solutions, LLC dba Best Invest | 0.25% | New | 14,460 | $417K |
| Bluesphere Advisors LLC | 0.14% | New | 14,010 | $404K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 13,692 | $395K |
| RPS Advisory Solutions LLC | 0.22% | Reduce -70.8% | 13,436 | $388K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 12,116 | $350K |
| Morgan Stanley | 0.00% | Add +9900.0% | 10,000 | $289K |
| Elevatus Welath Management | 0.14% | No change | 9,142 | $264K |
| Captrust Financial Advisors | 0.00% | New | 8,955 | $258K |
| AQR Capital Management | 0.00% | New | 8,726 | $252K |
| Raymond James Financial Inc. | 0.00% | New | 8,571 | $247K |
| Foundations Investment Advisors, LLC | 0.00% | New | 8,526 | $246K |
| Maridea Wealth Management LLC | 0.03% | New | 8,147 | $235K |
| Regal Investment Advisors LLC | 0.01% | New | 8,005 | $231K |
| GeoWealth Management, LLC | 0.01% | Reduce -39.2% | 7,770 | $224K |
| Breakwater Investment Management | 0.08% | Add +444.1% | 7,019 | $202K |
| Aspect Partners, LLC | 0.08% | Add +33.3% | 6,819 | $197K |
| J.Safra Asset Management Corp | 0.01% | Add +3.0% | 6,746 | $195K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -6.7% | 6,450 | $186K |
| IFP Advisors, Inc | 0.00% | Reduce -40.8% | 4,119 | $119K |
| Fifth Third Bancorp | 0.00% | New | 3,515 | $101K |
| Sound Income Strategies, LLC | 0.00% | Add +124.9% | 3,140 | $91K |
| Wealth Preservation Advisors, LLC | 0.07% | No change | 3,073 | $89K |
| Washington Trust Advisors, Inc. | 0.01% | New | 3,000 | $87K |
| Triumph Capital Management | 0.02% | Add +2282.0% | 2,906 | $84K |
| Allworth Financial LP | 0.00% | Add +95.7% | 2,235 | $64K |
| Clearstead Advisors, LLC | 0.00% | New | 1,693 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | New | 1,000 | $29K |
| Tidemark, LLC | 0.01% | New | 952 | $27K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 850 | $25K |
| Royal Bank of Canada | 0.00% | New | 800 | $23K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 750 | $22K |
| WFA of San Diego, LLC | 0.02% | Add +18.9% | 660 | $19K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 641 | $18K |
| Smartleaf Asset Management LLC | 0.00% | New | 590 | $17K |
| Nvwm, LLC | 0.00% | No change | 500 | $14K |
| Wells Fargo & Company | 0.00% | New | 196 | $6K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -96.5% | 155 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 110 | $3K |
| Harbor Asset Planning, Inc. | 0.00% | New | 70 | $2K |
| MAI Capital Management | 0.00% | Reduce -99.9% | 9 | $249 |
"% 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.