ALLW: Analyzing Dalio's All Weather Investing Principles

The SPDR Bridgewater All Weather ETF offers a global, multi-asset strategy inspired by Ray Dalio's all-weather investing principles. ALLW is actively managed, balancing exposures across economic regimes, but carries a high expense ratio (0.85%) and a limited track record since its March 2025 launch. Current performance is consistent with its mandate, but peers like GRNY and AOR show differing results due to geographic and asset allocation differences.

Seeking Alpha • Nov 12, 2025

State Street's All Weather ETF Shining With $500M

October weather in New York has been confusing. One weekend, it was a sunny 80 degrees, and I was in shorts.

ETF Trends • Oct 14, 2025

Why I'll Be at Exchange 2026 & Why You Should Be Too

I rarely know what I'm doing next week, but I can tell you exactly where I'll be in six months. On March 16, 2026, you will find me at the Exchange conference.

ETF Trends • Sep 16, 2025

ALLW: The Ray Dalio All-Weather ETF Is Not All Sunny

I rate ALLW a hold due to its high expense ratio and straightforward allocation, despite its diversified, global, multi-asset approach. ALLW uses leverage and includes significant non-US assets, which could outperform in volatile macro environments or a weaker dollar scenario. The fund has underperformed low-cost alternatives like AOR and may lag if US mega-cap tech stocks continue to lead the market.

Seeking Alpha • Aug 12, 2025

ETF Prime: Islam Unpacks Crypto ETFs and Legislation Updates

On this week's episode of ETF Prime, Roxanna Islam, Head of Sector & Industry Research at VettaFi, discusses the latest updates in crypto ETFs. Later, Matt Bartolini, Head of Americas ETF Research at State Street Global Advisors, shares insights on recent market trends and SPDR ETFs.

ETF Trends • Jul 22, 2025

As Markets Tumble, Can This New ETF Following Ray Dalio's All Weather Strategy Help Investors Weather the Storm?

Ray Dalio is a legend in the investing world. He founded Bridgewater Associates in 1975, one of the largest traditional hedge funds, managing close to $172 billion in assets.

The Motley Fool • Apr 10, 2025

SSGA's Anna Paglia Emphasizes Innovation Theme

Anna Paglia joined State Street Global Advisors almost 18 months ago as executive vice president and chief business officer.

ETF Trends • Apr 8, 2025

There's Always A Bull Market Somewhere: U.S. ETF Launches Notch A Record

Through the middle of last week - still with a handful of days left in the quarter - 208 new U.S. ETFs were launched in Q1. According to a March Brown Brothers Harriman survey, 95% of investors plan to increase their ETF allocations in the next 12 months. It would not be surprising to see new twists on ESG - climate change, equality, and the state of corporate leadership are issues that could be top of mind going forward.

Seeking Alpha • Apr 1, 2025

Compelling Content at Exchange Conference

A week has passed since the Exchange conference kicked off. More than 1,500 people joined VettaFi on site in Las Vegas for education, networking and more.

ETF Trends • Mar 31, 2025

ALLW: Expensive For An Old Hat Strategy

The ALLW ETF provides retail investors access to Bridgewater's "All Weather" strategy, but significant leverage and high costs are notable drawbacks. The strategy's past success was largely due to a multi-decade bull market in bonds, which is unlikely to repeat. Elevated costs, including an 85 bps expense ratio and indirect fees, make the ETF expensive.

Seeking Alpha • Mar 27, 2025