HI
ALLW

Harbour Investments’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Harbour Investments’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 		$3.02M Buy
103,016
+9,605
+10% +$285K 0.04% 411
2026
Q1 		$2.69M Buy
93,411
+82,527
+758% +$2.39M 0.04% 411
2025
Q4 		$299K Buy
10,884
+3,283
+43% +$93.9K 0.01% 1091
2025
Q3 		$212K Buy
7,601
+7,487
+6,568% +$199K ﹤0.01% 1199
2025
Q2 		$2.97K Buy
114
+27
+31% +$678 ﹤0.01% 3026
2025
Q1 		$2.19K Buy
+87
New +$2.17K ﹤0.01% 3065

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Harbour Investments's ALLW Position: Q2 2026 in Review

Harbour Investments increased its State Street Bridgewater All Weather ETF (ALLW) stake by 10% in Q2 2026, buying an estimated $285K and bringing the position to 103,016 shares worth $3.02M. The position accounts for 0.04% of the portfolio, ranked #411.

Harbour Investments first reported a position in ALLW in Q1 2025 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Harbour Investments held 103,016 shares of State Street Bridgewater All Weather ETF worth $3.02M as of Q2 2026.
  • Harbour Investments bought 9,605 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $285K.
  • State Street Bridgewater All Weather ETF made up 0.04% of Harbour Investments's portfolio in Q2 2026, its #411 holding.
  • Harbour Investments first reported a position in State Street Bridgewater All Weather ETF in Q1 2025 and has held it in 6 quarters since.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.