We are live on ! Find out more
GAL icon

State Street Global Allocation ETF

47 hedge funds and large institutions have $97.5M invested in State Street Global Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

4% more funds holding

Funds holding: 4547 (+2)

3% more capital invested

Capital invested by funds: $94.6M → $97.5M (+$2.86M)

0.01% more ownership

Funds ownership: 40.23%40.24% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
18
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$29.2M -$1.04M -26,847 -3%
Bank of America
2
Bank of America
North Carolina
$17.5M +$1.01M +25,968 +6%
MWA
3
MFA Wealth Advisors
Pennsylvania
$13.3M -$537K -13,827 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.76M +$2.13M +54,864 +37%
UBS Group
5
UBS Group
Switzerland
$5.39M -$129K -3,336 -2%
Morgan Stanley
6
Morgan Stanley
New York
$3.82M +$93.9K +2,418 +2%
LPL Financial
7
LPL Financial
California
$3.79M +$32K +825 +0.8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.9M +$122K +3,146 +4%
WWMSC
9
Wagner Wealth Management (South Carolina)
South Carolina
$1.99M -$53.1K -1,368 -3%
BWA
10
Burt Wealth Advisors
Maryland
$1.55M +$854 +22 +0.1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.24M +$660K +17,009 +111%
Jane Street
12
Jane Street
New York
$1.22M +$1.03M +26,425 +469%
IA
13
IFG Advisory
Georgia
$926K +$154K +3,980 +18%
UCFA
14
United Capital Financial Advisors
Texas
$655K +$36.4K +938 +6%
LFS
15
Legacy Financial Strategies
Kansas
$541K -$10.1K -261 -2%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$483K +$491K +12,658 New
PAG
17
Private Advisor Group
New Jersey
$453K +$256K +6,597 +125%
Wells Fargo
18
Wells Fargo
California
$429K +$8.5K +219 +2%
BB
19
Busey Bank
Illinois
$419K
CHA
20
Cooper/Haims Advisors
New York
$365K +$893 +23 +0.2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$364K -$161K -4,145 -30%
CL
22
CPWM LLC
Washington
$324K
AP
23
Advisors Preferred
Maryland
$295K -$93.7K -2,414 -24%
DBRC
24
D.B. Root & Company
Pennsylvania
$271K -$23.8K -613 -8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$266K -$110K -2,835 -29%

GAL Hedge Fund Activity: Q1 2018 in Review

47 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q1 2018, worth a combined $97.5M — up 3% from $94.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GAL positions and 2 closed out — a net gain of 2 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.13M. The largest seller was Raymond James & Associates, cutting an estimated $1.04M.

  • 47 institutional investors held State Street Global Allocation ETF (GAL) as of Q1 2018, up from 45 in Q4 2017.
  • Funds reported $97.5M of State Street Global Allocation ETF stock for Q1 2018, up 3% quarter-over-quarter.
  • 4 funds opened new State Street Global Allocation ETF positions in Q1 2018 and 2 closed out, a net change of +2 holders.
  • The largest State Street Global Allocation ETF buyer in Q1 2018 was Royal Bank of Canada, an estimated $2.13M added.
  • The largest State Street Global Allocation ETF seller in Q1 2018 was Raymond James & Associates, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2018.