SHEETS SMITH WEALTH MANAGEMENT
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1157436
WINSTON-SALEM, NC
Position in ALLW
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,494,574
+$84,200 QoQ
Shares Held
51,805
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALLW Over Time
Shares Held
Position Value (USD)
All Filings in ALLW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,494,574 | 51,805 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,410,374 | 51,305 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,257,806 | 45,115 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,176,148 | 45,115 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||