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State Street Global Allocation ETF
GAL

47 hedge funds and large institutions have $105M invested in State Street Global Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

9% more funds holding

Funds holding: 43 → 47 (+4)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% less ownership

Funds ownership: 37.15% → 37.14% (-0%)

0% less capital invested

Capital invested by funds: $105M → $105M (-$368K)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFA
First Foundation Advisors
California
+$1.89M
2
RVPG
Relative Value Partners Group
+$805K
3
LPL Financial
LPL Financial
California
+$570K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$292K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$281K

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$1.83M
2
Bank of America
Bank of America
North Carolina
-$739K
3
CWM
Connecticut Wealth Management
Connecticut
-$575K
4
OMC
Old Mission Capital
Illinois
-$235K
5
PP
PDS Planning
Ohio
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$286K +$292K +6,278 New
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$275K +$281K +6,040 New
CAN
28
Cetera Advisor Networks
California
$259K – – –
RA
29
RFG Advisory
Alabama
$242K -$24.2K -520 -9%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$230K +$232 +5 +0.1%
GPWA
31
Great Point Wealth Advisors
Massachusetts
$228K – – –
CIA
32
Compass Ion Advisors
Pennsylvania
$209K +$2.88K +62 +1%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$208K +$205K +4,419 New
AP
34
Advisors Preferred
Maryland
$183K +$122K +2,628 +192%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$139K +$1.86K +40 +1%
HNB
36
Huntington National Bank
Ohio
$116K – – –
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$90.4K +$92.2K +1,984 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$63K +$64.9K +1,397 New
GRP
39
Global Retirement Partners
California
$59K – – –
PFA
40
Professional Financial Advisors
Nebraska
$58K – – –
HI
41
Hudock Inc
Pennsylvania
$29K – – –
WAS
42
Winch Advisory Services
Wisconsin
$22K +$93 +2 +0.4%
SPIA
43
Steward Partners Investment Advisory
New York
$18K -$8.04K -173 -30%
CWC
44
Carolinas Wealth Consulting
North Carolina
$14K +$93 +2 +0.7%
BAM
45
Baldrige Asset Management
Pennsylvania
$7K – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$7K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$2K – – –
OMC
48
Old Mission Capital
Illinois
– -$235K -5,110 Closed
Citigroup
49
Citigroup
New York
– -$46K -1,000 Closed
IPW
50
IronBridge Private Wealth
Texas
– +$93 +2 New
1
2

GAL Hedge Fund Activity: Q3 2021 in Review

47 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q3 2021, worth a combined $105M — down 0.35% from $105M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GAL positions and 2 closed out — a net gain of 5 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was First Foundation Advisors, adding an estimated $1.89M. The largest seller was Creative Planning, cutting an estimated $1.83M.

  • 47 institutional investors held State Street Global Allocation ETF (GAL) as of Q3 2021, up from 43 in Q2 2021.
  • Funds reported $105M of State Street Global Allocation ETF stock for Q3 2021, down 0.35% quarter-over-quarter.
  • 7 funds opened new State Street Global Allocation ETF positions in Q3 2021 and 2 closed out, a net change of +5 holders.
  • The largest State Street Global Allocation ETF buyer in Q3 2021 was First Foundation Advisors, an estimated $1.89M added.
  • The largest State Street Global Allocation ETF seller in Q3 2021 was Creative Planning, an estimated $1.83M sold.

Based on aggregated 13F filings for Q3 2021.