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SPDR SSGA Global Allocation ETF
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Overview Fund Activity

52 hedge funds and large institutions have $118M invested in SPDR SSGA Global Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 2 closing their positions.

Holders
52
Holders Change
+9
Holders Change %
+20.93%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
16
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFIM
1
Mesirow Financial Investment Management
Illinois
$25.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.34M
3
TFG
3
Taylor Financial Group
Virginia
$1.74M
4
WA
4
Win Advisors
Florida
$1.44M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.3M

Top Sellers

1
RL
1
Retireful LLC
Michigan
$0
2
RJA
2
Raymond James & Associates
Florida
$24.3M
3
GSEP
3
Golden State Equity Partners
California
$2.15M
4
UBS Group
4
UBS Group
Switzerland
$2.08M
5
PP
5
PDS Planning
Ohio
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$412K 9,949 +9,949 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$378K 9,120 -122 -1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$364K 8,774 +145 +2%
Corient Private Wealth
29
Corient Private Wealth
Florida
$353K 8,509 – –
BBNA
30
Bremer Bank National Association
Minnesota
$342K 8,254 – –
HighTower Advisors
31
HighTower Advisors
Illinois
$337K 8,127 -2,333 -22%
ASN
32
Advisory Services Network
Georgia
$333K 8,045 -170 -2%
WI
33
Wintrust Investments
Illinois
$333K 8,038 – –
KAS
34
Kestra Advisory Services
Texas
$322K 7,770 -846 -10%
Citadel Advisors
35
Citadel Advisors
Florida
$318K 7,674 +7,674 New
VP
36
Verum Partners
North Carolina
$225K 5,432 -232 -4%
PAG
37
Private Advisor Group
New Jersey
$225K 5,423 -2,850 -34%
WWM
38
Wagner Wealth Management
South Carolina
$224K 5,398 +283 +6%
EWS
39
Eagle Wealth Strategies
New Jersey
$221K 5,322 +5,322 New
WP
40
WealthShield Partners
North Carolina
$157K 3,779 +363 +11%
NS
41
NBC Securities
Alabama
$150K 3,642 +12 +0.3%
HNB
42
Huntington National Bank
Ohio
– – – –
GWM
43
Geneos Wealth Management
Colorado
$80.5K 1,942 -1,344 -41%
GRP
44
Global Retirement Partners
California
$63.2K 1,550 -400 -21%
Osaic Holdings
45
Osaic Holdings
Arizona
$52.2K 1,260 -1,700 -57%
PTC
46
Private Trust Company
Ohio
$25.2K 607 – –
WAS
47
Winch Advisory Services
Wisconsin
$22.1K 534 +2 +0.4%
SPIA
48
Steward Partners Investment Advisory
New York
$16.6K 400 – –
CWC
49
Carolinas Wealth Consulting
North Carolina
$13.6K 329 +2 +0.6%
PCWA
50
Pacific Capital Wealth Advisors
California
$11.2K 271 +271 New
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2
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