SPDR Bridgewater All Weather ETF $ALLW Stake Boosted by Oregon Pacific Wealth Management LLC

Oregon Pacific Wealth Management LLC lifted its stake in shares of SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) by 41.6% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 71,192 shares of the company’s stock after buying an additional 20,910 shares during the period. SPDR Bridgewater All Weather ETF comprises about 1.9% of Oregon Pacific Wealth Management LLC’s holdings, making the stock its 12th largest position. Oregon Pacific Wealth Management LLC’s holdings in SPDR Bridgewater All Weather ETF were worth $2,034,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the stock. Catalyst Private Wealth LLC lifted its holdings in SPDR Bridgewater All Weather ETF by 8.0% in the third quarter. Catalyst Private Wealth LLC now owns 623,908 shares of the company’s stock worth $17,825,000 after buying an additional 46,435 shares during the period. SteelPeak Wealth LLC boosted its position in SPDR Bridgewater All Weather ETF by 1,309.6% during the 3rd quarter. SteelPeak Wealth LLC now owns 444,011 shares of the company’s stock valued at $12,685,000 after acquiring an additional 412,512 shares in the last quarter. Family Manage LLC grew its holdings in shares of SPDR Bridgewater All Weather ETF by 5.1% during the 1st quarter. Family Manage LLC now owns 316,581 shares of the company’s stock worth $9,133,000 after acquiring an additional 15,489 shares during the period. Hobbs Group Advisors LLC grew its holdings in shares of SPDR Bridgewater All Weather ETF by 2.2% during the 1st quarter. Hobbs Group Advisors LLC now owns 221,239 shares of the company’s stock worth $6,383,000 after acquiring an additional 4,755 shares during the period. Finally, SMART Wealth LLC grew its holdings in shares of SPDR Bridgewater All Weather ETF by 100.2% during the 2nd quarter. SMART Wealth LLC now owns 216,960 shares of the company’s stock worth $6,350,000 after acquiring an additional 108,562 shares during the period.

SPDR Bridgewater All Weather ETF Stock Performance

Shares of NASDAQ:ALLW opened at $29.03 on Wednesday. The stock has a 50 day moving average price of $29.50 and a 200-day moving average price of $29.54. The firm has a market capitalization of $1.82 billion, a P/E ratio of 19.42 and a beta of 0.45. SPDR Bridgewater All Weather ETF has a 52-week low of $27.46 and a 52-week high of $30.50.

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.