Fermata Advisors, LLC
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1859259
SONOMA, CA
Position in ALLW
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,484,332
+$283,514 QoQ
Shares Held
51,450
+17.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,484,332 | 51,450 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,200,818 | 43,682 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||