SPDR Bridgewater All Weather ETF $ALLW Shares Acquired by JFS Wealth Advisors LLC

JFS Wealth Advisors LLC grew its holdings in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) by 526.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 28,664 shares of the company’s stock after purchasing an additional 24,092 shares during the quarter. JFS Wealth Advisors LLC owned 0.11% of SPDR Bridgewater All Weather ETF worth $788,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. Truist Financial Corp increased its stake in SPDR Bridgewater All Weather ETF by 5.7% during the 3rd quarter. Truist Financial Corp now owns 9,250 shares of the company’s stock worth $258,000 after buying an additional 500 shares during the period. Allworth Financial LP purchased a new position in SPDR Bridgewater All Weather ETF in the 3rd quarter valued at approximately $32,000. Comerica Bank boosted its position in SPDR Bridgewater All Weather ETF by 68.3% in the 3rd quarter. Comerica Bank now owns 3,360 shares of the company’s stock valued at $94,000 after buying an additional 1,363 shares during the period. Harbor Investment Advisory LLC grew its stake in shares of SPDR Bridgewater All Weather ETF by 65.6% in the fourth quarter. Harbor Investment Advisory LLC now owns 6,915 shares of the company’s stock worth $190,000 after acquiring an additional 2,740 shares in the last quarter. Finally, J.Safra Asset Management Corp grew its stake in shares of SPDR Bridgewater All Weather ETF by 115.1% in the third quarter. J.Safra Asset Management Corp now owns 5,955 shares of the company’s stock worth $166,000 after acquiring an additional 3,186 shares in the last quarter.

SPDR Bridgewater All Weather ETF Trading Up 0.0%

SPDR Bridgewater All Weather ETF stock opened at $27.97 on Friday. The firm has a market capitalization of $776.17 million, a P/E ratio of 19.42 and a beta of 0.85. SPDR Bridgewater All Weather ETF has a twelve month low of $22.99 and a twelve month high of $30.16. The stock’s fifty day simple moving average is $29.13 and its 200-day simple moving average is $28.65.

SPDR Bridgewater All Weather ETF Company 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.