Kestra Private Wealth Services LLC Buys New Position in SPDR Bridgewater All Weather ETF $ALLW

Kestra Private Wealth Services LLC purchased a new position in shares of SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 39,280 shares of the company’s stock, valued at approximately $1,133,000. Kestra Private Wealth Services LLC owned approximately 0.09% of SPDR Bridgewater All Weather ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of ALLW. Capital Advisors Ltd. LLC purchased a new stake in SPDR Bridgewater All Weather ETF in the 1st quarter valued at $25,000. Allworth Financial LP bought a new stake in shares of SPDR Bridgewater All Weather ETF in the 3rd quarter worth $32,000. Breakwater Investment Management bought a new stake in shares of SPDR Bridgewater All Weather ETF in the 4th quarter worth $35,000. Sound Income Strategies LLC purchased a new stake in shares of SPDR Bridgewater All Weather ETF in the fourth quarter valued at about $40,000. Finally, Comerica Bank raised 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 valued at $94,000 after purchasing an additional 1,363 shares during the last quarter.

SPDR Bridgewater All Weather ETF Price Performance

ALLW opened at $29.27 on Wednesday. The company’s 50-day moving average is $29.73 and its 200 day moving average is $29.22. SPDR Bridgewater All Weather ETF has a fifty-two week low of $25.71 and a fifty-two week high of $30.33. The firm has a market capitalization of $1.26 billion, a P/E ratio of 19.42 and a beta of 0.32.

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.