Onyx Bridge Wealth Group LLC Makes New Investment in SPDR Bridgewater All Weather ETF $ALLW

Onyx Bridge Wealth Group LLC bought a new stake in 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 bought 18,802 shares of the company’s stock, valued at approximately $542,000.

A number of other large investors also recently made changes to their positions in ALLW. AE Wealth Management LLC grew its position in SPDR Bridgewater All Weather ETF by 44.3% in the 4th quarter. AE Wealth Management LLC now owns 1,235,973 shares of the company’s stock worth $33,977,000 after purchasing an additional 379,251 shares in the last quarter. LPL Financial LLC increased its stake in SPDR Bridgewater All Weather ETF by 60.2% in the 4th quarter. LPL Financial LLC now owns 601,967 shares of the company’s stock valued at $16,548,000 after buying an additional 226,277 shares during the last quarter. Catalyst Private Wealth LLC lifted its position in shares of SPDR Bridgewater All Weather ETF by 5.9% during the 4th quarter. Catalyst Private Wealth LLC now owns 570,311 shares of the company’s stock worth $15,678,000 after buying an additional 31,988 shares in the last quarter. Astoria Portfolio Advisors LLC. lifted its position in shares of SPDR Bridgewater All Weather ETF by 21.6% during the 4th quarter. Astoria Portfolio Advisors LLC. now owns 288,858 shares of the company’s stock worth $8,602,000 after buying an additional 51,225 shares in the last quarter. Finally, Stephens Inc. AR lifted its position in shares of SPDR Bridgewater All Weather ETF by 63.4% during the 4th quarter. Stephens Inc. AR now owns 264,330 shares of the company’s stock worth $7,266,000 after buying an additional 102,580 shares in the last quarter.

SPDR Bridgewater All Weather ETF Price Performance

Shares of NASDAQ ALLW opened at $29.22 on Monday. The company has a market capitalization of $1.26 billion, a PE ratio of 19.42 and a beta of 0.32. The stock’s 50 day moving average price is $29.75 and its 200-day moving average price is $29.21. SPDR Bridgewater All Weather ETF has a twelve month low of $25.71 and a twelve 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.