Farther Finance Advisors’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Farther Finance Advisors’s Portfolio ALLW Stock Details ALLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.77M	Buy	94,643 +29,592	+45%	+$878K	0.02%	605
2026 Q1	$1.88M	Buy	65,051 +48,293	+288%	+$1.4M	0.02%	675
2025 Q4	$461K	Buy	16,758 +2,288	+16%	+$65.4K	﹤0.01%	1359
2025 Q3	$403K	Buy	+14,470	New	+$386K	0.01%	1194

Other funds holding ALLW

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Farther Finance Advisors's ALLW Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street Bridgewater All Weather ETF (ALLW) stake by 45% in Q2 2026, buying an estimated $878K and bringing the position to 94,643 shares worth $2.77M. The position accounts for 0.02% of the portfolio, ranked #605.

Farther Finance Advisors first reported a position in ALLW in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

Farther Finance Advisors held 94,643 shares of State Street Bridgewater All Weather ETF worth $2.77M as of Q2 2026.
Farther Finance Advisors bought 29,592 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $878K.
State Street Bridgewater All Weather ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #605 holding.
Farther Finance Advisors first reported a position in State Street Bridgewater All Weather ETF in Q3 2025 and has held it in 4 quarters since.
17 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.