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State Street Global Allocation ETF

40 hedge funds and large institutions have $88.3M invested in State Street Global Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

14% more capital invested

Capital invested by funds: $77.6M → $88.3M (+$10.7M)

11% more funds holding

Funds holding: 3640 (+4)

2.03% more ownership

Funds ownership: 35.87%37.89% (+2%)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$146K
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$110K -$8.37K -220 -7%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$101K +$102K +2,676 New
HNB
29
Huntington National Bank
Ohio
$95.6K
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$58.9K
GRP
31
Global Retirement Partners
California
$48.8K
PTC
32
Private Trust Company
Ohio
$23K
WAS
33
Winch Advisory Services
Wisconsin
$20K +$723 +19 +4%
SPIA
34
Steward Partners Investment Advisory
New York
$15K
BWL
35
Bogart Wealth LLC
Virginia
$15K +$15.2K +400 New
CWC
36
Carolinas Wealth Consulting
North Carolina
$12.3K +$456 +12 +4%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$5.57K
ASN
38
Advisory Services Network
Georgia
$4.92K +$4.98K +131 New
CA
39
CoreCap Advisors
Michigan
$4.81K +$4.87K +128 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$4K -$3.42K -90 -43%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.92K +$76 +2 +4%
PAG
42
Private Advisor Group
New Jersey
-$301K -8,379 Closed
WWM
43
Western Wealth Management
Colorado
-$233K -6,477 Closed
PFA
44
Professional Financial Advisors
Nebraska
-$47K -1,296 Closed
HI
45
Hudock Inc
Pennsylvania
-$23K -656 Closed

GAL Hedge Fund Activity: Q4 2022 in Review

40 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q4 2022, worth a combined $88.3M — up 14% from $77.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GAL positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $4.47M. The largest seller was First Foundation Advisors, cutting an estimated $2.49M.

  • 40 institutional investors held State Street Global Allocation ETF (GAL) as of Q4 2022, up from 36 in Q3 2022.
  • Funds reported $88.3M of State Street Global Allocation ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 9 funds opened new State Street Global Allocation ETF positions in Q4 2022 and 4 closed out, a net change of +5 holders.
  • The largest State Street Global Allocation ETF buyer in Q4 2022 was Bank of America, an estimated $4.47M added.
  • The largest State Street Global Allocation ETF seller in Q4 2022 was First Foundation Advisors, an estimated $2.49M sold.

Based on aggregated 13F filings for Q4 2022.