GREAT VALLEY ADVISOR GROUP, INC.
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1769897
WILMINGTON, DE
Position in ALLW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,967,334
+$1,295,217 QoQ
Shares Held
101,378
+74.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#21
of 86 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,967,334 | 101,378 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,672,117 | 57,959 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $552,549 | 20,100 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||