Independent Financial Group LLC Buys New Holdings in SPDR Bridgewater All Weather ETF $ALLW

Independent Financial Group LLC purchased a new position in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 19,412 shares of the company’s stock, valued at approximately $560,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in ALLW. Capital Advisors Ltd. LLC purchased a new stake in shares of SPDR Bridgewater All Weather ETF in the 1st quarter valued at approximately $25,000. Allworth Financial LP acquired a new stake in shares of SPDR Bridgewater All Weather ETF in the 3rd quarter valued at $32,000. Breakwater Investment Management purchased a new stake in shares of SPDR Bridgewater All Weather ETF during the 4th quarter worth $35,000. Sound Income Strategies LLC purchased a new stake in shares of SPDR Bridgewater All Weather ETF during the 4th quarter worth $40,000. Finally, Comerica Bank grew its stake in shares of SPDR Bridgewater All Weather ETF by 68.3% during the third quarter. Comerica Bank now owns 3,360 shares of the company’s stock worth $94,000 after purchasing an additional 1,363 shares in the last quarter.

SPDR Bridgewater All Weather ETF Trading Up 0.4%

Shares of ALLW stock opened at $29.43 on Thursday. The company has a market cap of $1.62 billion, a P/E ratio of 19.42 and a beta of 0.37. The firm has a fifty day moving average price of $29.51 and a 200 day moving average price of $29.30. SPDR Bridgewater All Weather ETF has a 12 month low of $25.99 and a 12 month 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.