CAPTRUST FINANCIAL ADVISORS
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1512024
RALEIGH, NC
Position in ALLW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$286,699
+$28,348 QoQ
Shares Held
9,795
+9.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 52 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in ALLW Over Time
Shares Held
Position Value (USD)
All Filings in ALLW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,699 | 9,795 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $258,351 | 8,955 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||