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State Street Global Allocation ETF

38 hedge funds and large institutions have $74.4M invested in State Street Global Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 4038 (-2)

5.1% less ownership

Funds ownership: 37.89%32.79% (-5.1%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

16% less capital invested

Capital invested by funds: $88.3M → $74.4M (-$13.9M)

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
8
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$273K +$14.1K +365 +6%
WWMSC
27
Wagner Wealth Management (South Carolina)
South Carolina
$190K -$66.1K -1,704 -26%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$163K +$47.4K +1,223 +42%
GWM
29
Geneos Wealth Management
Colorado
$128K -$23.6K -608 -16%
WP
30
WealthShield Partners
North Carolina
$117K +$116K +2,997 New
HNB
31
Huntington National Bank
Ohio
$99.5K
GRP
32
Global Retirement Partners
California
$51.1K
PTC
33
Private Trust Company
Ohio
$23.7K
WAS
34
Winch Advisory Services
Wisconsin
$20K +$39 +1 +0.2%
SPIA
35
Steward Partners Investment Advisory
New York
$15.6K
CWC
36
Carolinas Wealth Consulting
North Carolina
$12.8K +$39 +1 +0.3%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$5K
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$2K
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$429 +$10.3K +265 +2%
Jane Street
40
Jane Street
New York
-$1.35M -35,967 Closed
RJFSA
41
Raymond James Financial Services Advisors
Florida
-$533K -14,200 Closed
MFG
42
Merit Financial Group
Georgia
-$219K -5,836 Closed
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
-$101K -2,676 Closed
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
-$58.9K -1,572 Closed
BWL
45
Bogart Wealth LLC
Virginia
-$15K -400 Closed
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
-$5.57K -148 Closed

GAL Hedge Fund Activity: Q1 2023 in Review

38 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q1 2023, worth a combined $74.4M — down 16% from $88.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GAL and 6 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 8 added.

The largest buyer was Retireful LLC, opening a new position worth an estimated $1.66M. The largest seller was Bank of America, cutting an estimated $9.39M.

  • 38 institutional investors held State Street Global Allocation ETF (GAL) as of Q1 2023, down from 40 in Q4 2022.
  • Funds reported $74.4M of State Street Global Allocation ETF stock for Q1 2023, down 16% quarter-over-quarter.
  • 6 funds opened new State Street Global Allocation ETF positions in Q1 2023 and 7 closed out, a net change of -1 holder.
  • The largest State Street Global Allocation ETF buyer in Q1 2023 was Retireful LLC, an estimated $1.66M added.
  • The largest State Street Global Allocation ETF seller in Q1 2023 was Bank of America, an estimated $9.39M sold.

Based on aggregated 13F filings for Q1 2023.