Oregon Pacific Wealth Management LLC Acquires Shares of 49,233 SPDR Bridgewater All Weather ETF $ALLW

Oregon Pacific Wealth Management LLC purchased a new position in shares of SPDR Bridgewater All Weather ETF (NASDAQ:ALLW) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 49,233 shares of the company’s stock, valued at approximately $1,353,000. SPDR Bridgewater All Weather ETF accounts for 1.4% of Oregon Pacific Wealth Management LLC’s investment portfolio, making the stock its 12th largest holding.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Allworth Financial LP purchased a new stake in SPDR Bridgewater All Weather ETF during the 3rd quarter valued at approximately $32,000. Comerica Bank grew 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 purchasing an additional 1,363 shares during the last quarter. Tradewinds Capital Management LLC purchased a new position in shares of SPDR Bridgewater All Weather ETF in the 4th quarter valued at approximately $121,000. JFS Wealth Advisors LLC acquired a new position in shares of SPDR Bridgewater All Weather ETF in the third quarter valued at approximately $127,000. Finally, Aspect Partners LLC acquired a new position in shares of SPDR Bridgewater All Weather ETF in the third quarter valued at approximately $143,000.

SPDR Bridgewater All Weather ETF Stock Performance

Shares of ALLW opened at $29.10 on Friday. The stock has a market capitalization of $807.53 million, a P/E ratio of 19.42 and a beta of 0.85. SPDR Bridgewater All Weather ETF has a 1 year low of $22.99 and a 1 year high of $30.16. The company’s fifty day moving average is $29.15 and its two-hundred day moving average is $28.68.

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.