Clarity Retirement & Wealth LLC Invests $2.41 Million in SPDR Bridgewater All Weather ETF $ALLW

Clarity Retirement & Wealth LLC purchased a new position in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 87,684 shares of the company’s stock, valued at approximately $2,410,000. SPDR Bridgewater All Weather ETF makes up 2.1% of Clarity Retirement & Wealth LLC’s investment portfolio, making the stock its 12th biggest holding. Clarity Retirement & Wealth LLC owned 0.32% of SPDR Bridgewater All Weather ETF as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently modified their holdings of ALLW. Allworth Financial LP bought a new position in shares of SPDR Bridgewater All Weather ETF in the third quarter worth $32,000. Breakwater Investment Management bought a new position in shares of SPDR Bridgewater All Weather ETF in the fourth quarter worth $35,000. Sound Income Strategies LLC bought a new position in shares of SPDR Bridgewater All Weather ETF in the fourth quarter worth $40,000. Comerica Bank grew its stake in shares of SPDR Bridgewater All Weather ETF by 68.3% in the third quarter. Comerica Bank now owns 3,360 shares of the company’s stock worth $94,000 after purchasing an additional 1,363 shares in the last quarter. Finally, Tradewinds Capital Management LLC bought a new position in shares of SPDR Bridgewater All Weather ETF in the fourth quarter worth $121,000.

SPDR Bridgewater All Weather ETF Stock Performance

NASDAQ:ALLW opened at $29.33 on Tuesday. SPDR Bridgewater All Weather ETF has a 1 year low of $25.42 and a 1 year high of $30.33. The stock has a market cap of $1.26 billion, a price-to-earnings ratio of 19.42 and a beta of 0.32. The business has a fifty day moving average of $29.69 and a 200-day moving average of $29.14.

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.