Alpha Financial Partners LLC Has $6.07 Million Stock Holdings in SPDR Bridgewater All Weather ETF $ALLW

Alpha Financial Partners LLC grew its position in shares of SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) by 12.9% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 210,449 shares of the company’s stock after purchasing an additional 24,041 shares during the quarter. SPDR Bridgewater All Weather ETF accounts for 3.6% of Alpha Financial Partners LLC’s portfolio, making the stock its 5th largest position. Alpha Financial Partners LLC’s holdings in SPDR Bridgewater All Weather ETF were worth $6,071,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Fiduciary Alliance LLC bought a new position in SPDR Bridgewater All Weather ETF during the fourth quarter valued at about $612,000. AE Wealth Management LLC raised its position in SPDR Bridgewater All Weather ETF by 44.3% in the fourth quarter. AE Wealth Management LLC now owns 1,235,973 shares of the company’s stock worth $33,977,000 after acquiring an additional 379,251 shares in the last quarter. Catalyst Private Wealth LLC raised its position in SPDR Bridgewater All Weather ETF by 5.9% in the fourth quarter. Catalyst Private Wealth LLC now owns 570,311 shares of the company’s stock worth $15,678,000 after acquiring an additional 31,988 shares in the last quarter. JFS Wealth Advisors LLC raised its position in SPDR Bridgewater All Weather ETF by 526.9% in the fourth quarter. JFS Wealth Advisors LLC now owns 28,664 shares of the company’s stock worth $788,000 after acquiring an additional 24,092 shares in the last quarter. Finally, GenTrust LLC lifted its holdings in SPDR Bridgewater All Weather ETF by 35.0% in the 4th quarter. GenTrust LLC now owns 105,734 shares of the company’s stock valued at $2,907,000 after acquiring an additional 27,428 shares during the last quarter.

SPDR Bridgewater All Weather ETF Trading Up 0.7%

NASDAQ:ALLW opened at $29.31 on Wednesday. SPDR Bridgewater All Weather ETF has a twelve month low of $25.99 and a twelve month high of $30.33. The company has a 50-day moving average of $29.53 and a 200-day moving average of $29.29. The firm has a market cap of $1.60 billion, a price-to-earnings ratio of 19.42 and a beta of 0.37.

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.