Fermata Advisors LLC Invests $1.20 Million in SPDR Bridgewater All Weather ETF $ALLW

Fermata Advisors LLC bought a new stake in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 43,682 shares of the company’s stock, valued at approximately $1,201,000. Fermata Advisors LLC owned about 0.18% of SPDR Bridgewater All Weather ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Jane Street Group LLC purchased a new stake in SPDR Bridgewater All Weather ETF during the 1st quarter valued at about $3,774,000. Puff Wealth Management LLC acquired a new stake in SPDR Bridgewater All Weather ETF in the 3rd quarter valued at about $919,000. Catalyst Private Wealth LLC purchased a new position in SPDR Bridgewater All Weather ETF in the 3rd quarter worth approximately $15,008,000. Astoria Portfolio Advisors LLC. purchased a new position in SPDR Bridgewater All Weather ETF in the 3rd quarter worth approximately $6,754,000. Finally, Farther Finance Advisors LLC acquired a new position in shares of SPDR Bridgewater All Weather ETF during the 3rd quarter worth approximately $403,000.

SPDR Bridgewater All Weather ETF Price Performance

ALLW stock opened at $28.04 on Friday. The business has a 50 day simple moving average of $29.16 and a 200-day simple moving average of $28.62. The firm has a market capitalization of $778.11 million, a PE ratio of 19.42 and a beta of 0.85. SPDR Bridgewater All Weather ETF has a 1 year low of $22.99 and a 1 year high of $30.16.

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 of this dividend was Monday, December 29th. This represents a yield of 464.0%.

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.