KWB Wealth Takes Position in SPDR Bridgewater All Weather ETF $ALLW

KWB Wealth bought a new position in shares of SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 78,477 shares of the company’s stock, valued at approximately $2,297,000. KWB Wealth owned approximately 0.15% of SPDR Bridgewater All Weather ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in ALLW. AE Wealth Management LLC boosted its stake in SPDR Bridgewater All Weather ETF by 44.3% during the 4th quarter. AE Wealth Management LLC now owns 1,235,973 shares of the company’s stock valued at $33,977,000 after purchasing an additional 379,251 shares during the last quarter. Sumitomo Mitsui Financial Group Inc. bought a new stake in SPDR Bridgewater All Weather ETF during the 4th quarter worth approximately $6,593,000. LPL Financial LLC increased its holdings in SPDR Bridgewater All Weather ETF by 60.2% during the 4th quarter. LPL Financial LLC now owns 601,967 shares of the company’s stock worth $16,548,000 after purchasing an additional 226,277 shares in the last quarter. Steward Partners Investment Advisory LLC purchased a new stake in shares of SPDR Bridgewater All Weather ETF in the fourth quarter worth approximately $5,981,000. Finally, Rockefeller Capital Management L.P. raised its stake in shares of SPDR Bridgewater All Weather ETF by 8,559.0% in the fourth quarter. Rockefeller Capital Management L.P. now owns 175,345 shares of the company’s stock worth $4,820,000 after purchasing an additional 173,320 shares during the last quarter.

SPDR Bridgewater All Weather ETF Stock Up 0.2%

ALLW stock opened at $29.88 on Tuesday. SPDR Bridgewater All Weather ETF has a twelve month low of $26.18 and a twelve month high of $30.33. The stock’s 50 day moving average is $29.37 and its 200-day moving average is $29.41. The firm has a market capitalization of $1.66 billion, a PE ratio of 19.42 and a beta of 0.38.

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.