SMART Wealth LLC Grows Holdings in SPDR Bridgewater All Weather ETF $ALLW

SMART Wealth LLC boosted its stake in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) by 100.2% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 216,960 shares of the company’s stock after purchasing an additional 108,562 shares during the period. SPDR Bridgewater All Weather ETF comprises approximately 1.4% of SMART Wealth LLC’s portfolio, making the stock its 12th largest position. SMART Wealth LLC owned 0.39% of SPDR Bridgewater All Weather ETF worth $6,350,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sumitomo Mitsui Financial Group Inc. purchased a new position in SPDR Bridgewater All Weather ETF during the 4th quarter valued at about $6,593,000. Onyx Bridge Wealth Group LLC purchased a new stake in SPDR Bridgewater All Weather ETF during the first quarter worth about $542,000. RPS Advisory Solutions LLC lifted its position in shares of SPDR Bridgewater All Weather ETF by 129.3% during the fourth quarter. RPS Advisory Solutions LLC now owns 45,945 shares of the company’s stock worth $1,263,000 after purchasing an additional 25,908 shares in the last quarter. Janney Montgomery Scott LLC lifted its position in shares of SPDR Bridgewater All Weather ETF by 81.4% during the first quarter. Janney Montgomery Scott LLC now owns 73,923 shares of the company’s stock worth $2,133,000 after purchasing an additional 33,175 shares in the last quarter. Finally, Clarity Retirement & Wealth LLC purchased a new position in shares of SPDR Bridgewater All Weather ETF in the fourth quarter valued at approximately $2,410,000.

SPDR Bridgewater All Weather ETF Stock Performance

NASDAQ ALLW opened at $30.20 on Friday. The firm has a market cap of $1.68 billion, a price-to-earnings ratio of 19.42 and a beta of 0.39. The firm has a 50 day simple moving average of $29.58 and a 200-day simple moving average of $29.55. SPDR Bridgewater All Weather ETF has a one year low of $26.82 and a one year high of $30.50.

SPDR Bridgewater All Weather ETF 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.