Wealth Enhancement Advisory Services LLC Takes $1.91 Million Position in SPDR Bridgewater All Weather ETF $ALLW

Wealth Enhancement Advisory Services LLC bought a new position in shares of SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 68,142 shares of the company’s stock, valued at approximately $1,914,000. Wealth Enhancement Advisory Services LLC owned approximately 0.28% of SPDR Bridgewater All Weather ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in ALLW. Fermata Advisors LLC bought a new position in SPDR Bridgewater All Weather ETF in the 4th quarter valued at about $1,201,000. Harbor Investment Advisory LLC boosted its stake in SPDR Bridgewater All Weather ETF by 65.6% during the 4th quarter. Harbor Investment Advisory LLC now owns 6,915 shares of the company’s stock valued at $190,000 after purchasing an additional 2,740 shares during the last quarter. Puff Wealth Management LLC increased its holdings in SPDR Bridgewater All Weather ETF by 21.6% during the 4th quarter. Puff Wealth Management LLC now owns 40,100 shares of the company’s stock worth $1,108,000 after purchasing an additional 7,126 shares in the last quarter. Allworth Financial LP purchased a new stake in shares of SPDR Bridgewater All Weather ETF in the third quarter worth approximately $32,000. Finally, NewEdge Advisors LLC purchased a new stake in shares of SPDR Bridgewater All Weather ETF in the third quarter worth approximately $575,000.

SPDR Bridgewater All Weather ETF Price Performance

ALLW stock opened at $29.10 on Friday. The firm has a market capitalization of $1.22 billion, a PE ratio of 19.42 and a beta of 0.85. SPDR Bridgewater All Weather ETF has a twelve month low of $22.99 and a twelve month high of $30.16. The stock’s 50 day moving average is $29.16 and its 200-day moving average is $28.69.

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.