SMART Wealth LLC
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 2044723
Omaha, NE
Position in ALLW
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$3,127,282
+$464,656 QoQ
Shares Held
108,398
+11.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,127,282 | 108,398 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,662,626 | 96,858 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,185,875 | 78,403 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,537,978 | 174,069 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||