KWB Wealth Invests $2.30 Million in SPDR Bridgewater All Weather ETF $ALLW

KWB Wealth bought a new stake in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor bought 78,477 shares of the company’s stock, valued at approximately $2,297,000.

A number of other large investors also recently made changes to their positions in the company. Capital Advisors Ltd. LLC purchased a new position in SPDR Bridgewater All Weather ETF during the first quarter worth about $25,000. Allworth Financial LP purchased a new stake in SPDR Bridgewater All Weather ETF in the 3rd quarter valued at about $32,000. Breakwater Investment Management purchased a new stake in SPDR Bridgewater All Weather ETF in the 4th quarter valued at about $35,000. Sound Income Strategies LLC bought a new position in shares of SPDR Bridgewater All Weather ETF during the 4th quarter worth approximately $40,000. Finally, Comerica Bank boosted its stake in shares of SPDR Bridgewater All Weather ETF by 68.3% in the 3rd quarter. Comerica Bank now owns 3,360 shares of the company’s stock worth $94,000 after buying an additional 1,363 shares during the last quarter.

SPDR Bridgewater All Weather ETF Stock Up 0.2%

Shares of NASDAQ ALLW opened at $29.88 on Tuesday. The company has a market capitalization of $1.66 billion, a PE ratio of 19.42 and a beta of 0.38. The stock’s 50 day moving average price is $29.37 and its 200-day moving average price is $29.41. SPDR Bridgewater All Weather ETF has a twelve month low of $26.18 and a twelve month high of $30.33.

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.