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ALLW
+1.07 · +3.77%
$29.36 · NASDAQ

SPDR Bridgewater All Weather ETF (ALLW) ETF Analysis | Tactical Allocation

State Street Investment Management · USA
AUM:$1.3B
#– of – in Tactical Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 22.5% over the past year, reflecting strong price momentum.

What is ALLW?

(the "Adviser" or "SSGA FM"), the investment adviser to the fund, seeks to achieve the fund's investment objective by investing the fund's assets based on a model portfolio provided by Bridgewater Associates, LP (the "Sub-Adviser" or "Bridgewater"), the investment sub-adviser to the fund.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
ALLW delivered 22.5% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 11.8% of the ETF — exposure spread across many positions.
Income Component
Current yield of 2.96% — modest income alongside capital growth potential.
ETF Information
AUM$1.3B
Expense Ratio0.00%
Dividend Yield2.96%
Holdings3
Inception DateMar 2025
Domicile–
Distribution–
Index–
ProviderState Street Investment Management
Beta–
CategoryTactical Allocation
CurrencyUSD
Portfolio Impact

How would ALLW affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.1%
1Y
+17.8%
3Y
+26.2%
5Y
+26.2%
OpenBook InsightIf you had invested £10,000 in ALLW 5 years ago, it would have grown to £12,621 — a gain of £2,621.

Annual Returns

Calendar year performance

ALLW delivered positive returns in 2 of the last 2 calendar years.
YearALLW
2026 YTD+9.2%
2025+15.0%
2/2 positive yearsAvg return: +12.1%Worst year: +9.2% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
7.9%
Low
Momentum
+3.6%
30-day change
Support Level
29.23
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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