SPDR Bridgewater All Weather ETF $ALLW Shares Purchased by Catalyst Private Wealth LLC

Catalyst Private Wealth LLC increased its stake in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) by 5.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 570,311 shares of the company’s stock after purchasing an additional 31,988 shares during the period. SPDR Bridgewater All Weather ETF accounts for 6.8% of Catalyst Private Wealth LLC’s portfolio, making the stock its 4th largest holding. Catalyst Private Wealth LLC owned about 2.24% of SPDR Bridgewater All Weather ETF worth $15,678,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors also recently added to or reduced their stakes in the business. Allworth Financial LP acquired a new position in SPDR Bridgewater All Weather ETF in the third quarter valued at approximately $32,000. Comerica Bank increased its holdings in shares of SPDR Bridgewater All Weather ETF by 68.3% in the third quarter. Comerica Bank now owns 3,360 shares of the company’s stock worth $94,000 after acquiring an additional 1,363 shares in the last quarter. Tradewinds Capital Management LLC acquired a new stake in shares of SPDR Bridgewater All Weather ETF during the fourth quarter worth about $121,000. JFS Wealth Advisors LLC bought a new position in shares of SPDR Bridgewater All Weather ETF during the 3rd quarter valued at about $127,000. Finally, Aspect Partners LLC bought a new position in shares of SPDR Bridgewater All Weather ETF during the 3rd quarter valued at about $143,000.

SPDR Bridgewater All Weather ETF Stock Performance

Shares of ALLW opened at $27.97 on Monday. The stock has a 50 day simple moving average of $29.13 and a 200 day simple moving average of $28.66. SPDR Bridgewater All Weather ETF has a 52-week low of $22.99 and a 52-week high of $30.16. The firm has a market capitalization of $776.17 million, a PE ratio of 19.42 and a beta of 0.85.

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.