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State Street Global Allocation ETF

53 hedge funds and large institutions have $118M invested in State Street Global Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

42% more capital invested

Capital invested by funds: $83.1M → $118M (+$35.2M)

20% more funds holding

Funds holding: 4453 (+9)

12.52% more ownership

Funds ownership: 36.81%49.33% (+13%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
16
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$412K +$389K +9,949 New
RF
27
Robinswood Financial
Washington
$397K -$30.4K -776 -7%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$378K -$4.77K -122 -1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$364K +$5.67K +145 +2%
Corient Private Wealth
30
Corient Private Wealth
Florida
$353K
BBNA
31
Bremer Bank National Association
Minnesota
$342K
HighTower Advisors
32
HighTower Advisors
Illinois
$337K -$91.3K -2,333 -22%
ASN
33
Advisory Services Network
Georgia
$333K -$6.65K -170 -2%
WI
34
Wintrust Investments
Illinois
$333K
KAS
35
Kestra Advisory Services
Texas
$322K -$33.1K -846 -10%
Citadel Advisors
36
Citadel Advisors
Florida
$318K +$300K +7,674 New
VP
37
Verum Partners
North Carolina
$225K -$9.08K -232 -4%
PAG
38
Private Advisor Group
New Jersey
$225K -$112K -2,850 -34%
WWMSC
39
Wagner Wealth Management (South Carolina)
South Carolina
$224K +$11.1K +283 +6%
EWS
40
Eagle Wealth Strategies
New Jersey
$221K +$208K +5,322 New
WP
41
WealthShield Partners
North Carolina
$157K +$14.2K +363 +11%
NS
42
NBC Securities
Alabama
$150K +$470 +12 +0.3%
HNB
43
Huntington National Bank
Ohio
$106K
GWM
44
Geneos Wealth Management
Colorado
$80.5K -$52.6K -1,344 -41%
GRP
45
Global Retirement Partners
California
$63.2K -$15.7K -400 -21%
Osaic Holdings
46
Osaic Holdings
Arizona
$52.2K -$66.5K -1,700 -57%
PTC
47
Private Trust Company
Ohio
$25.2K
WAS
48
Winch Advisory Services
Wisconsin
$22.1K +$78 +2 +0.4%
SPIA
49
Steward Partners Investment Advisory
New York
$16.6K
CWC
50
Carolinas Wealth Consulting
North Carolina
$13.6K +$78 +2 +0.6%

GAL Hedge Fund Activity: Q4 2023 in Review

53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q4 2023, worth a combined $118M — up 42% from $83.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GAL positions and 2 closed out — a net gain of 9 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Mesirow Financial Investment Management, opening a new position worth an estimated $24M. The largest seller was Retireful LLC, exiting entirely with an estimated $4.81M sold.

  • 53 institutional investors held State Street Global Allocation ETF (GAL) as of Q4 2023, up from 44 in Q3 2023.
  • Funds reported $118M of State Street Global Allocation ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 11 funds opened new State Street Global Allocation ETF positions in Q4 2023 and 2 closed out, a net change of +9 holders.
  • The largest State Street Global Allocation ETF buyer in Q4 2023 was Mesirow Financial Investment Management, an estimated $24M added.
  • The largest State Street Global Allocation ETF seller in Q4 2023 was Retireful LLC, an estimated $4.81M sold.

Based on aggregated 13F filings for Q4 2023.