SMART Wealth LLC Sells 95,666 Shares of SPDR Bridgewater All Weather ETF $ALLW

SMART Wealth LLC lowered its holdings in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) by 55.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 78,403 shares of the company’s stock after selling 95,666 shares during the quarter. SMART Wealth LLC’s holdings in SPDR Bridgewater All Weather ETF were worth $2,186,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in ALLW. Aspect Partners LLC acquired a new position in shares of SPDR Bridgewater All Weather ETF during the third quarter valued at about $143,000. J.Safra Asset Management Corp lifted its position in SPDR Bridgewater All Weather ETF by 115.1% in the 3rd quarter. J.Safra Asset Management Corp now owns 5,955 shares of the company’s stock valued at $166,000 after acquiring an additional 3,186 shares in the last quarter. Latitude Advisors LLC acquired a new position in SPDR Bridgewater All Weather ETF during the 3rd quarter valued at about $226,000. Weaver Consulting Group acquired a new position in SPDR Bridgewater All Weather ETF during the 2nd quarter valued at about $222,000. Finally, Truist Financial Corp bought a new stake in SPDR Bridgewater All Weather ETF during the 2nd quarter worth approximately $228,000.

SPDR Bridgewater All Weather ETF Stock Up 0.3%

Shares of SPDR Bridgewater All Weather ETF stock opened at $29.31 on Monday. SPDR Bridgewater All Weather ETF has a 52 week low of $22.99 and a 52 week high of $29.66. The business has a 50 day moving average price of $28.62 and a 200-day moving average price of $28.09. The company has a market cap of $813.35 million, a PE ratio of 19.42 and a beta of 0.85.

SPDR Bridgewater All Weather ETF Dividend Announcement

The business also recently disclosed an annual dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 29th were paid a dividend of $1.2849 per share. The ex-dividend date was Monday, December 29th. This represents a yield of 464.0%.

SPDR Bridgewater All Weather ETF Company Profile

The SPDR Bridgewater All Weather ETF (ALLW) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund utilizes Bridgewaters All Weather strategy, diversifying across asset classes to manage risk and optimize returns in varying market conditions. The fund aims for long-term capital growth ALLW was launched on Mar 5, 2025 and is issued by State Street.