AE Wealth Management LLC Buys 379,251 Shares of SPDR Bridgewater All Weather ETF $ALLW

AE Wealth Management LLC boosted its stake in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) by 44.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,235,973 shares of the company’s stock after acquiring an additional 379,251 shares during the quarter. AE Wealth Management LLC owned 4.68% of SPDR Bridgewater All Weather ETF worth $33,977,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Fermata Advisors LLC acquired a new position in shares of SPDR Bridgewater All Weather ETF during the fourth quarter worth about $1,201,000. Catalyst Private Wealth LLC raised its position in SPDR Bridgewater All Weather ETF by 5.9% in the 4th quarter. Catalyst Private Wealth LLC now owns 570,311 shares of the company’s stock valued at $15,678,000 after buying an additional 31,988 shares during the last quarter. Brookwood Investment Group LLC raised its position in SPDR Bridgewater All Weather ETF by 139.6% in the 3rd quarter. Brookwood Investment Group LLC now owns 133,883 shares of the company’s stock valued at $3,733,000 after buying an additional 77,995 shares during the last quarter. O ROURKE & COMPANY Inc bought a new stake in SPDR Bridgewater All Weather ETF in the 3rd quarter valued at approximately $901,000. Finally, JFS Wealth Advisors LLC lifted its stake in SPDR Bridgewater All Weather ETF by 526.9% in the 4th quarter. JFS Wealth Advisors LLC now owns 28,664 shares of the company’s stock valued at $788,000 after acquiring an additional 24,092 shares in the last quarter.

SPDR Bridgewater All Weather ETF Stock Down 0.0%

NASDAQ:ALLW opened at $29.76 on Friday. The company has a market cap of $1.24 billion, a P/E ratio of 19.42 and a beta of -0.91. SPDR Bridgewater All Weather ETF has a twelve month low of $24.24 and a twelve month high of $30.16. The business has a 50 day moving average price of $29.26 and a two-hundred day moving average price of $28.81.

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.