DWM Financial Group Inc. Acquires 36,096 Shares of SPDR Bridgewater All Weather ETF $ALLW

DWM Financial Group Inc. acquired a new stake in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 36,096 shares of the company’s stock, valued at approximately $1,031,000. SPDR Bridgewater All Weather ETF makes up 0.8% of DWM Financial Group Inc.’s investment portfolio, making the stock its 20th largest holding. DWM Financial Group Inc. owned approximately 0.06% of SPDR Bridgewater All Weather ETF at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the business. Sound Income Strategies LLC boosted its position in SPDR Bridgewater All Weather ETF by 124.9% in the 1st quarter. Sound Income Strategies LLC now owns 3,140 shares of the company’s stock valued at $91,000 after buying an additional 1,744 shares during the period. Fifth Third Bancorp acquired a new stake in shares of SPDR Bridgewater All Weather ETF in the first quarter valued at $101,000. Triumph Capital Management boosted its holdings in SPDR Bridgewater All Weather ETF by 143.7% in the second quarter. Triumph Capital Management now owns 7,082 shares of the company’s stock valued at $207,000 after purchasing an additional 4,176 shares during the period. Breachway Investments LLC purchased a new position in SPDR Bridgewater All Weather ETF in the third quarter valued at $204,000. Finally, Allworth Financial LP boosted its holdings in SPDR Bridgewater All Weather ETF by 228.0% in the second quarter. Allworth Financial LP now owns 7,330 shares of the company’s stock valued at $215,000 after purchasing an additional 5,095 shares during the period.

SPDR Bridgewater All Weather ETF Price Performance

ALLW opened at $29.06 on Friday. SPDR Bridgewater All Weather ETF has a 12 month low of $27.46 and a 12 month high of $30.50. The stock has a market capitalization of $1.84 billion, a price-to-earnings ratio of 19.42 and a beta of 0.45. The business has a fifty day moving average price of $29.36 and a 200 day moving average price of $29.39.

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.