Alpha Financial Partners LLC
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1966219
LEXINGTON, KY
Position in ALLW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,590,872
+$519,419 QoQ
Shares Held
225,175
+7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.23%
of 13F equity value
Holder Rank
#9
of 52 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,590,872 | 225,175 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,071,453 | 210,449 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,124,355 | 186,408 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $391,435 | 14,040 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $214,686 | 8,235 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||