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State Street Global Allocation ETF

44 hedge funds and large institutions have $80.3M invested in State Street Global Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

16% more funds holding

Funds holding: 3844 (+6)

8% more capital invested

Capital invested by funds: $74.4M → $80.3M (+$5.93M)

2.11% more ownership

Funds ownership: 32.79%34.9% (+2.1%)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
13
Reduced
18
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
26
Wintrust Investments
Illinois
$321K +$317K +8,038 New
HighTower Advisors
27
HighTower Advisors
Illinois
$319K -$3.71K -94 -1%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$316K -$187K -4,740 -37%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$312K +$144K +3,649 +88%
Creative Planning
30
Creative Planning
Kansas
$306K +$276 +7 +0.1%
VP
31
Verum Partners
North Carolina
$226K -$54.7K -1,385 -20%
RFA
32
RTD Financial Advisors
Pennsylvania
$202K +$199K +5,041 New
Cerity Partners
33
Cerity Partners
New York
$200K +$197K +5,001 New
WWMSC
34
Wagner Wealth Management (South Carolina)
South Carolina
$196K +$1.5K +38 +0.8%
GWM
35
Geneos Wealth Management
Colorado
$131K
WP
36
WealthShield Partners
North Carolina
$123K +$3.24K +82 +3%
HNB
37
Huntington National Bank
Ohio
$102K
GRP
38
Global Retirement Partners
California
$52K
PTC
39
Private Trust Company
Ohio
$24.3K
WAS
40
Winch Advisory Services
Wisconsin
$21K +$237 +6 +1%
SPIA
41
Steward Partners Investment Advisory
New York
$16K
CIAS
42
Capital Investment Advisory Services
North Carolina
$15.2K +$15K +380 New
CWC
43
Carolinas Wealth Consulting
North Carolina
$13K -$118 -3 -0.9%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$4K -$789 -20 -17%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$2.07K +$39 +1 +2%
RL
46
Retireful LLC
Michigan
-$1.67M -42,832 Closed

GAL Hedge Fund Activity: Q2 2023 in Review

44 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q2 2023, worth a combined $80.3M — up 8% from $74.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GAL positions and 1 closed out — a net gain of 6 holders — while 13 added to existing stakes and 18 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $2.36M. The largest seller was Retireful LLC, exiting entirely with an estimated $1.67M sold.

  • 44 institutional investors held State Street Global Allocation ETF (GAL) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $80.3M of State Street Global Allocation ETF stock for Q2 2023, up 8% quarter-over-quarter.
  • 7 funds opened new State Street Global Allocation ETF positions in Q2 2023 and 1 closed out, a net change of +6 holders.
  • The largest State Street Global Allocation ETF buyer in Q2 2023 was International Assets Investment Management, an estimated $2.36M added.
  • The largest State Street Global Allocation ETF seller in Q2 2023 was Retireful LLC, an estimated $1.67M sold.

Based on aggregated 13F filings for Q2 2023.