Alpha Financial Partners LLC Acquires 24,041 Shares of SPDR Bridgewater All Weather ETF $ALLW

Alpha Financial Partners LLC raised its holdings in shares of SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) by 12.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 210,449 shares of the company’s stock after acquiring an additional 24,041 shares during the period. SPDR Bridgewater All Weather ETF makes up 3.6% of Alpha Financial Partners LLC’s holdings, making the stock its 5th largest position. Alpha Financial Partners LLC owned approximately 0.49% of SPDR Bridgewater All Weather ETF worth $6,071,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Sheets Smith Wealth Management increased its holdings in shares of 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 valued at $1,495,000 after purchasing an additional 500 shares during the period. Oregon Pacific Wealth Management LLC raised its stake in shares of SPDR Bridgewater All Weather ETF by 1.0% during the first quarter. Oregon Pacific Wealth Management LLC now owns 49,743 shares of the company’s stock valued at $1,435,000 after purchasing an additional 510 shares in the last quarter. J.Safra Asset Management Corp lifted its holdings in 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 worth $180,000 after purchasing an additional 597 shares during the period. Capital Advisors Ltd. LLC acquired a new stake in SPDR Bridgewater All Weather ETF in the first quarter worth about $25,000. Finally, Truist Financial Corp grew its position in SPDR Bridgewater All Weather ETF by 10.9% in 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.

SPDR Bridgewater All Weather ETF Trading Up 0.7%

SPDR Bridgewater All Weather ETF stock opened at $29.31 on Wednesday. The stock has a market cap of $1.60 billion, a price-to-earnings ratio of 19.42 and a beta of 0.37. The company’s 50-day moving average price is $29.53 and its two-hundred day moving average price is $29.29. SPDR Bridgewater All Weather ETF has a 52 week low of $25.99 and a 52 week high of $30.33.

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.