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State Street Global Allocation ETF

45 hedge funds and large institutions have $95.2M invested in State Street Global Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

5% more funds holding

Funds holding: 4345 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.5% less ownership

Funds ownership: 40.02%37.52% (-2.5%)

13% less capital invested

Capital invested by funds: $109M → $95.2M (-$14M)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
9
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$28.3M -$782K -21,279 -3%
Bank of America
2
Bank of America
North Carolina
$22.1M -$9.19M -250,050 -30%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.93M -$537K -14,593 -7%
Morgan Stanley
4
Morgan Stanley
New York
$5.82M -$4.46M -121,291 -44%
UBS Group
5
UBS Group
Switzerland
$4.74M -$1.67M -45,541 -27%
GWAG
6
Garrett Wealth Advisory Group
Texas
$4.17M -$39.5K -1,074 -1%
LPL Financial
7
LPL Financial
California
$3.73M +$398K +10,821 +12%
Wells Fargo
8
Wells Fargo
California
$2.89M -$4.09M -111,255 -59%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.8M +$5.74K +156 +0.2%
PP
10
PDS Planning
Ohio
$2.19M +$51.4K +1,398 +2%
SBSB
11
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.62M +$61.5K +1,674 +4%
BWA
12
Burt Wealth Advisors
Maryland
$1.51M +$1.21K +33 +0.1%
IA
13
IFG Advisory
Georgia
$1.38M +$27.9K +760 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1M -$7.43K -202 -0.8%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$640K +$624K +16,963 New
CAN
16
Claraphi Advisory Network
United States
$633K -$70.2K -1,910 -10%
HPC
17
Hobart Private Capital
North Carolina
$585K -$37 -1 -0%
PAG
18
Private Advisor Group
New Jersey
$494K -$89.3K -2,430 -16%
AIC
19
Ameritas Investment Company
Nebraska
$437K -$186K -5,069 -30%
BB
20
Busey Bank
Illinois
$341K
CAN
21
Cetera Advisor Networks
California
$329K -$62.5K -1,699 -16%
CL
22
CPWM LLC
Washington
$321K
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$312K -$10.5K -285 -3%
BBNA
24
Bremer Bank National Association
Minnesota
$306K +$293K +7,974 New
UCFA
25
United Capital Financial Advisors
Texas
$249K -$47.5K -1,293 -16%

GAL Hedge Fund Activity: Q1 2019 in Review

45 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q1 2019, worth a combined $95.2M — down 13% from $109M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GAL positions and 6 closed out — a net gain of 3 holders — while 9 added to existing stakes and 18 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $624K. The largest seller was Bank of America, cutting an estimated $9.19M.

  • 45 institutional investors held State Street Global Allocation ETF (GAL) as of Q1 2019, up from 43 in Q4 2018.
  • Funds reported $95.2M of State Street Global Allocation ETF stock for Q1 2019, down 13% quarter-over-quarter.
  • 9 funds opened new State Street Global Allocation ETF positions in Q1 2019 and 6 closed out, a net change of +3 holders.
  • The largest State Street Global Allocation ETF buyer in Q1 2019 was Susquehanna International Group, an estimated $624K added.
  • The largest State Street Global Allocation ETF seller in Q1 2019 was Bank of America, an estimated $9.19M sold.

Based on aggregated 13F filings for Q1 2019.