AE Wealth Management LLC
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1697723
TOPEKA, KS
Position in ALLW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$70,950,615
+$8,297,280 QoQ
Shares Held
2,424,005
+11.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#2
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 | $70,950,615 | 2,424,005 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $62,653,335 | 2,171,693 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $33,976,889 | 1,235,973 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $23,885,401 | 856,722 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $18,008,056 | 690,758 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||