SMART Wealth LLC
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 2044723
Omaha, NE
Position in ALLW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,350,419
+$3,223,137 QoQ
Shares Held
216,960
+100.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.95%
of 13F equity value
Holder Rank
#13
of 86 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 | $6,350,419 | 216,960 | Shares | Sole | 2026-08-06 | |
| 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. | ||||||