STIFEL FINANCIAL CORP
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 720672
ST. LOUIS, MO
Position in ALLW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,604,151
+$913,109 QoQ
Shares Held
88,970
+51.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 52 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,604,151 | 88,970 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,691,042 | 58,615 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,438,524 | 52,329 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,202,771 | 43,141 | Shares | Defined | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||