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State Street Global Allocation ETF

41 hedge funds and large institutions have $80.8M invested in State Street Global Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% less capital invested

Capital invested by funds: $83M → $80.8M (-$2.16M)

2% less funds holding

Funds holding: 4241 (-1)

2.93% less ownership

Funds ownership: 36.87%33.94% (-2.9%)

56% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
8
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$31.1M -$1.39M -39,175 -4%
RJA
2
Raymond James & Associates
Florida
$25.2M +$53.9K +1,523 +0.2%
Morgan Stanley
3
Morgan Stanley
New York
$3.64M -$1.56M -44,164 -31%
PP
4
PDS Planning
Ohio
$3.52M -$426K -12,031 -11%
UBS Group
5
UBS Group
Switzerland
$2.76M -$415K -11,725 -14%
LPL Financial
6
LPL Financial
California
$2M +$233K +6,578 +14%
FFA
7
First Foundation Advisors
California
$1.7M +$1.63M +46,063 New
SBSB
8
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.42M +$23.4K +661 +2%
IA
9
IFG Advisory
Georgia
$1.25M -$10.6K -300 -0.9%
GC
10
Grimes & Company
Massachusetts
$1.01M +$971K +27,402 New
SW
11
SteelPeak Wealth
California
$710K +$12.7K +359 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$585K -$96.9K -2,735 -15%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$536K -$1.36M -38,483 -73%
CAN
14
Claraphi Advisory Network
United States
$510K -$244K -6,875 -33%
PAG
15
Private Advisor Group
New Jersey
$460K -$5.88K -166 -1%
AIC
16
Ameritas Investment Company
Nebraska
$426K -$24.2K -682 -6%
CAN
17
Cetera Advisor Networks
California
$376K -$2.05K -58 -0.6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$337K -$1.23M -34,821 -79%
RPC
19
Rossmore Private Capital
Connecticut
$336K +$323K +9,120 New
CL
20
CPWM LLC
Washington
$314K
BBNA
21
Bremer Bank National Association
Minnesota
$294K
Wells Fargo
22
Wells Fargo
California
$289K +$10.6K +300 +4%
RA
23
RFG Advisory
Alabama
$270K
AFA
24
Atlanta Financial Associates
Georgia
$256K -$822K -23,218 -77%
CIA
25
Compass Ion Advisors
Pennsylvania
$242K -$10K -283 -4%

GAL Hedge Fund Activity: Q2 2020 in Review

41 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q2 2020, worth a combined $80.8M — down 2.6% from $83M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GAL positions and 6 closed out — a net gain of 1 holder — while 8 added to existing stakes and 18 trimmed.

The largest buyer was First Foundation Advisors, opening a new position worth an estimated $1.63M. The largest seller was Garrett Wealth Advisory Group, exiting entirely with an estimated $4.23M sold.

  • 41 institutional investors held State Street Global Allocation ETF (GAL) as of Q2 2020, down from 42 in Q1 2020.
  • Funds reported $80.8M of State Street Global Allocation ETF stock for Q2 2020, down 2.6% quarter-over-quarter.
  • 7 funds opened new State Street Global Allocation ETF positions in Q2 2020 and 6 closed out, a net change of +1 holder.
  • The largest State Street Global Allocation ETF buyer in Q2 2020 was First Foundation Advisors, an estimated $1.63M added.
  • The largest State Street Global Allocation ETF seller in Q2 2020 was Garrett Wealth Advisory Group, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2020.