Harbor Investment Advisory’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Harbor Investment Advisory’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	$393K	Buy	13,442 +6,992	+108%	+$208K	0.03%	329
2026 Q1	$186K	Sell	6,450 -465	-7%	-$13.5K	0.01%	412
2025 Q4	$190K	Buy	6,915 +2,740	+66%	+$78.4K	0.01%	416
2025 Q3	$116K	Buy	4,175 +196	+5%	+$5.22K	0.01%	475
2025 Q2	$104K	Buy	+3,979	New	+$100K	0.01%	478

Other funds holding ALLW

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Harbor Investment Advisory's ALLW Position: Q2 2026 in Review

Harbor Investment Advisory increased its State Street Bridgewater All Weather ETF (ALLW) stake by 108% in Q2 2026, buying an estimated $208K and bringing the position to 13,442 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #329.

Harbor Investment Advisory first reported a position in ALLW in Q2 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

Harbor Investment Advisory held 13,442 shares of State Street Bridgewater All Weather ETF worth $393K as of Q2 2026.
Harbor Investment Advisory bought 6,992 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $208K.
State Street Bridgewater All Weather ETF made up 0.03% of Harbor Investment Advisory's portfolio in Q2 2026, its #329 holding.
Harbor Investment Advisory first reported a position in State Street Bridgewater All Weather ETF in Q2 2025 and has held it in 5 quarters since.
17 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.