Who Owns SPDR BRIDGEWATER ALL WEATHER (ALLW)? -- Institutional Holders (2026-06-30)

171 institutions reported holding $624.7M of SPDR BRIDGEWATER ALL WEATHER (ALLW) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($107.0M), AE Wealth Management LLC ($71.0M), BANK OF AMERICA CORP /DE/ ($62.7M), ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP ($31.7M), Rockefeller Capital Management L.P. ($24.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$107.0M	3.7M	Added
2	AE Wealth Management LLC	$71.0M	2.4M	Added
3	BANK OF AMERICA CORP /DE/	$62.7M	2.1M	New
4	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	$31.7M	1.1M	Hold
5	Rockefeller Capital Management L.P.	$24.6M	840,637	Added
6	CATALYST PRIVATE WEALTH, LLC	$16.9M	577,473	Added
7	Pinnacle Wealth Management, LLC	$13.6M	463,515	Added
8	Marshall Financial Group, LLC	$13.1M	447,240	Added
9	Crusonia Wealth Advisors LLC	$12.2M	418,178	New
10	Mariner, LLC	$11.9M	405,262	Added
11	National Philanthropic Trust	$10.7M	364,309	Trimmed
12	Family Management Corp	$10.5M	357,213	Added
13	Astoria Portfolio Advisors LLC.	$9.7M	332,564	Added
14	FLAGSHIP HARBOR ADVISORS, LLC	$9.7M	329,729	Added
15	COMMONWEALTH EQUITY SERVICES, LLC	$8.7M	297,971	Added
16	Owl Creek Wealth Partners LLC	$8.7M	297,715	New
17	Stratos Investment Management, LLC	$8.5M	290,647	Added
18	MML INVESTORS SERVICES, LLC	$7.9M	268,782	Added
19	Hobbs Group Advisors, LLC	$7.0M	238,443	Added
20	Alpha Financial Partners, LLC	$6.6M	225,175	Added
21	Atria Investments, Inc	$6.5M	220,574	Added
22	Cambridge Investment Research Advisors, Inc.	$6.4M	218,122	Added
23	SMART Wealth LLC	$6.4M	216,960	Added
24	Savvy Advisors, Inc.	$6.1M	206,833	Added
25	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$5.7M	194,734	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30