SMART Wealth LLC Sells 95,666 Shares of SPDR Bridgewater All Weather ETF $ALLW

SMART Wealth LLC trimmed its holdings in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) by 55.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 78,403 shares of the company’s stock after selling 95,666 shares during the quarter. SMART Wealth LLC owned about 0.35% of SPDR Bridgewater All Weather ETF worth $2,186,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also added to or reduced their stakes in ALLW. AE Wealth Management LLC lifted its stake in SPDR Bridgewater All Weather ETF by 24.0% in the third quarter. AE Wealth Management LLC now owns 856,722 shares of the company’s stock valued at $23,885,000 after buying an additional 165,964 shares during the period. Catalyst Private Wealth LLC bought a new stake in shares of SPDR Bridgewater All Weather ETF in the 3rd quarter valued at $15,008,000. Astoria Portfolio Advisors LLC. bought a new stake in shares of SPDR Bridgewater All Weather ETF in the 3rd quarter valued at $6,754,000. Stephens Inc. AR acquired a new position in shares of SPDR Bridgewater All Weather ETF during the 3rd quarter valued at $4,510,000. Finally, Atria Investments Inc boosted its stake in SPDR Bridgewater All Weather ETF by 68.9% during the third quarter. Atria Investments Inc now owns 161,348 shares of the company’s stock worth $4,498,000 after acquiring an additional 65,808 shares in the last quarter.

SPDR Bridgewater All Weather ETF Trading Up 0.3%

NASDAQ:ALLW opened at $29.31 on Monday. SPDR Bridgewater All Weather ETF has a 12 month low of $22.99 and a 12 month high of $29.66. The stock has a market capitalization of $813.35 million, a price-to-earnings ratio of 19.42 and a beta of 0.85. The firm has a fifty day simple moving average of $28.62 and a two-hundred day simple moving average of $28.09.

SPDR Bridgewater All Weather ETF Announces Dividend

The company also recently announced an annual dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 29th were given a $1.2849 dividend. This represents a yield of 464.0%. The ex-dividend date of this dividend was Monday, December 29th.

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.