Oregon Pacific Wealth Management LLC Invests $1.35 Million in SPDR Bridgewater All Weather ETF $ALLW

Oregon Pacific Wealth Management LLC acquired a new stake in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 49,233 shares of the company’s stock, valued at approximately $1,353,000. SPDR Bridgewater All Weather ETF makes up about 1.4% of Oregon Pacific Wealth Management LLC’s portfolio, making the stock its 12th largest holding. Oregon Pacific Wealth Management LLC owned approximately 0.19% of SPDR Bridgewater All Weather ETF at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of ALLW. Truist Financial Corp grew its stake in SPDR Bridgewater All Weather ETF by 5.7% during the 3rd quarter. Truist Financial Corp now owns 9,250 shares of the company’s stock worth $258,000 after purchasing an additional 500 shares in the last quarter. Allworth Financial LP acquired a new stake in SPDR Bridgewater All Weather ETF in the 3rd quarter valued at about $32,000. 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 valued at $94,000 after buying an additional 1,363 shares during the period. Harbor Investment Advisory LLC grew its position in shares of SPDR Bridgewater All Weather ETF by 65.6% during the fourth quarter. Harbor Investment Advisory LLC now owns 6,915 shares of the company’s stock worth $190,000 after buying an additional 2,740 shares in the last quarter. Finally, J.Safra Asset Management Corp grew its position in shares of SPDR Bridgewater All Weather ETF by 115.1% during the third quarter. J.Safra Asset Management Corp now owns 5,955 shares of the company’s stock worth $166,000 after buying an additional 3,186 shares in the last quarter.

SPDR Bridgewater All Weather ETF Stock Up 0.4%

Shares of NASDAQ:ALLW opened at $29.10 on Friday. The firm’s 50 day moving average price is $29.15 and its 200 day moving average price is $28.68. The stock has a market cap of $807.53 million, a price-to-earnings ratio of 19.42 and a beta of 0.85. SPDR Bridgewater All Weather ETF has a fifty-two week low of $22.99 and a fifty-two week high of $30.16.

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.