Waverly Advisors, LLC
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1568787
BIRMINGHAM, AL
Position in ALLW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$742,814
+$132,695 QoQ
Shares Held
25,378
+20.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 52 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALLW Over Time
Shares Held
Position Value (USD)
All Filings in ALLW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,814 | 25,378 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $610,119 | 21,148 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $366,414 | 13,329 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||