DWM Financial Group Inc. Makes New Investment in SPDR Bridgewater All Weather ETF $ALLW

DWM Financial Group Inc. purchased a new stake in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 36,096 shares of the company’s stock, valued at approximately $1,031,000. SPDR Bridgewater All Weather ETF accounts for about 0.8% of DWM Financial Group Inc.’s portfolio, making the stock its 20th largest position.

Several other large investors have also recently added to or reduced their stakes in the company. SteelPeak Wealth LLC boosted its stake in shares of SPDR Bridgewater All Weather ETF by 1,309.6% in the third quarter. SteelPeak Wealth LLC now owns 444,011 shares of the company’s stock valued at $12,685,000 after buying an additional 412,512 shares in the last quarter. Corrado Advisors LLC acquired a new stake in shares of SPDR Bridgewater All Weather ETF during the third quarter valued at $3,657,000. SMART Wealth LLC grew its holdings in shares of SPDR Bridgewater All Weather ETF by 100.2% during the second quarter. SMART Wealth LLC now owns 216,960 shares of the company’s stock worth $6,350,000 after buying an additional 108,562 shares in the last quarter. KWB Wealth acquired a new stake in shares of SPDR Bridgewater All Weather ETF during the second quarter worth $2,297,000. Finally, Private Advisor Group LLC increased its stake in shares of SPDR Bridgewater All Weather ETF by 51.1% during the 1st quarter. Private Advisor Group LLC now owns 155,483 shares of the company’s stock valued at $4,486,000 after acquiring an additional 52,591 shares during the last quarter.

SPDR Bridgewater All Weather ETF Stock Down 0.5%

ALLW stock opened at $29.06 on Friday. The company has a market cap of $1.84 billion, a price-to-earnings ratio of 19.42 and a beta of 0.45. SPDR Bridgewater All Weather ETF has a 52 week low of $27.46 and a 52 week high of $30.50. The business has a fifty day simple moving average of $29.36 and a 200-day simple moving average of $29.39.

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.