ALLW

SPDR Bridgewater All Weather ETF

$28.55

+0.00%

Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The SPDR Bridgewater All Weather ETF (ALLW) seeks to provide exposure to a diversified portfolio of asset classes designed to perform well in a variety of economic environments.

Overview

ETF tracking SPDR Bridgewater All Weather ETF

Category Utilities

Issuer State Street

Inception Date 2025-03-06

Market Cap $422.5M

Average Volume N/A

Dividend Yield N/A

52-Week Range $23.18 - $29.14

VWAP $28.61

Performance

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Investment Summary

📎 Investment Objective

The SPDR Bridgewater All Weather ETF (ALLW) seeks to provide exposure to a diversified portfolio of asset classes designed to perform well in a variety of economic environments.

🎯 Investment Strategy

The fund tracks the Bridgewater All Weather Index, which allocates to a mix of stocks, bonds, commodities, and other assets. The goal is to create a portfolio that can generate positive returns regardless of the direction of the broader market.

✨ Key Features

Diversified multi-asset portfolio aiming for all-weather performance
Utilizes a risk parity approach to balance exposures across asset classes
Relatively low expense ratio compared to actively managed alternatives
Provides access to a sophisticated institutional investment strategy

⚠️ Primary Risks

Exposure to a wide range of asset classes means the fund may underperform in certain market environments
Potential for higher volatility compared to a traditional stock/bond portfolio
Reliance on the Bridgewater investment process and model-driven approach
Limited performance history and assets under management

👤 Best For

The SPDR Bridgewater All Weather ETF may be suitable for long-term investors seeking broad diversification and a portfolio designed to perform well across different economic conditions. However, its complex strategy and higher volatility potential make it most appropriate for experienced investors with a higher risk tolerance.