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SPDR SSGA Global Allocation ETF
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Overview Fund Activity

54 hedge funds and large institutions have $124M invested in SPDR SSGA Global Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
23
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$977K
2
BBHC
2
Brown Brothers Harriman & Co
New York
$456K
3
BFA
3
Bright Financial Advisors
Michigan
$7.5M
4
ONB
4
Old National Bancorp
Indiana
$388K
5
TFG
5
Taylor Financial Group
Virginia
$3.27M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$9.79M
2
RL
2
Retireful LLC
Michigan
$0
3
Bank of America
3
Bank of America
North Carolina
$2.59M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.01M
5
Wells Fargo
5
Wells Fargo
California
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
MFIM
1
Mesirow Financial Investment Management
Illinois
$25.3M 538,416 -2,045 -0.4%
Raymond James Financial
2
Raymond James Financial
Florida
$24.2M 515,899 +1,198 +0.2%
FFA
3
First Foundation Advisors
California
$15M 319,672 -2,140 -0.7%
LPL Financial
4
LPL Financial
California
$9.79M 208,375 -25,241 -11%
PAYA
5
Phil A. Younker & Associates
Alaska
$9.09M 193,348 -1,268 -0.7%
BFA
6
Bright Financial Advisors
Michigan
$7.5M 159,656 +8,394 +6%
Wells Fargo
7
Wells Fargo
California
$3.45M 73,351 -7,579 -9%
TFG
8
Taylor Financial Group
Virginia
$3.27M 69,682 +7,972 +13%
Morgan Stanley
9
Morgan Stanley
New York
$3.21M 68,375 +789 +1%
Bank of America
10
Bank of America
North Carolina
$2.59M 55,016 -17,751 -24%
HW
11
Hancock Whitney
Mississippi
$2.28M 48,459 +3,752 +8%
GSEP
12
Golden State Equity Partners
California
$1.75M 37,160 -3,154 -8%
GSWM
13
Golden State Wealth Management
California
$1.26M 26,861 -108 -0.4%
AAS
14
Ameritas Advisory Services
Nebraska
$1.07M 22,739 +1,388 +7%
NA
15
NewEdge Advisors
Louisiana
$1.04M 22,190 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$1.01M 22,882 -17,650 -44%
IA
17
IFG Advisory
Georgia
$985K 20,956 +5 +0%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$977K 20,786 +10,311 +98%
RPC
19
Rossmore Private Capital
Connecticut
$965K 20,541 -250 -1%
PP
20
PDS Planning
Ohio
$843K 17,930 +65 +0.4%
WA
21
Win Advisors
Florida
$825K 17,559 -1,547 -8%
JWWM
22
Johnson & White Wealth Management
Pennsylvania
$683K 14,525 +2,651 +22%
Creative Planning
23
Creative Planning
Kansas
$656K 13,965 -4,524 -24%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$522K 11,110 +71 +0.6%
Mariner
25
Mariner
Kansas
$474K 10,092 – –
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