39,280 Shares in SPDR Bridgewater All Weather ETF $ALLW Purchased by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC acquired a new stake in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) during the first quarter, according to its most recent 13F filing with the SEC. The fund acquired 39,280 shares of the company’s stock, valued at approximately $1,133,000.

Several other institutional investors have also added to or reduced their stakes in ALLW. Sheets Smith Wealth Management boosted its position in SPDR Bridgewater All Weather ETF by 1.0% during the first quarter. Sheets Smith Wealth Management now owns 51,805 shares of the company’s stock worth $1,495,000 after purchasing an additional 500 shares during the period. J.Safra Asset Management Corp raised its position in shares of SPDR Bridgewater All Weather ETF by 10.0% in the fourth quarter. J.Safra Asset Management Corp now owns 6,552 shares of the company’s stock valued at $180,000 after purchasing an additional 597 shares during the period. Capital Advisors Ltd. LLC bought a new stake in shares of SPDR Bridgewater All Weather ETF in the first quarter valued at approximately $25,000. Truist Financial Corp lifted its stake in shares of SPDR Bridgewater All Weather ETF by 10.9% during the 4th quarter. Truist Financial Corp now owns 10,255 shares of the company’s stock valued at $282,000 after buying an additional 1,005 shares in the last quarter. Finally, Evoke Wealth LLC lifted its stake in shares of SPDR Bridgewater All Weather ETF by 1.6% during the 4th quarter. Evoke Wealth LLC now owns 69,077 shares of the company’s stock valued at $1,899,000 after buying an additional 1,115 shares in the last quarter.

SPDR Bridgewater All Weather ETF Trading Down 0.1%

ALLW opened at $29.27 on Wednesday. The company has a 50 day moving average of $29.73 and a 200 day moving average of $29.22. The company has a market cap of $1.26 billion, a PE ratio of 19.42 and a beta of 0.32. SPDR Bridgewater All Weather ETF has a 12 month low of $25.71 and a 12 month high of $30.33.

About SPDR Bridgewater All Weather ETF

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.