Independent Advisor Alliance
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1696899
CHARLOTTE, NC
Position in ALLW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$251,019
-$434,024 QoQ
Shares Held
8,576
-63.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
of 52 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,019 | 8,576 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $685,043 | 23,745 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||