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State Street Global Allocation ETF

42 hedge funds and large institutions have $97.6M invested in State Street Global Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $96.8M → $97.6M (+$811K)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

1.38% less ownership

Funds ownership: 37.25%35.88% (-1.4%)

7% less funds holding

Funds holding: 4542 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
15
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
$31.7M -$6.86M -156,945 -18%
RJA
2
Raymond James & Associates
Florida
$29.3M -$41.4K -948 -0.1%
FFA
3
First Foundation Advisors
California
$7.34M +$4.42M +101,143 +153%
PP
4
PDS Planning
Ohio
$3.85M -$131K -2,997 -3%
Morgan Stanley
5
Morgan Stanley
New York
$3.81M -$283K -6,484 -7%
UBS Group
6
UBS Group
Switzerland
$3.49M +$313K +7,157 +10%
GSEP
7
Golden State Equity Partners
California
$2.67M +$1.94M +44,417 +272%
LPL Financial
8
LPL Financial
California
$2.01M -$329K -7,534 -14%
CWM
9
Connecticut Wealth Management
Connecticut
$1.71M -$744K -17,020 -30%
SBSB
10
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.64M +$122K +2,800 +8%
IA
11
IFG Advisory
Georgia
$1.36M -$111K -2,550 -8%
SAM
12
Stringer Asset Management
Tennessee
$920K +$915K +20,924 New
PAG
13
Private Advisor Group
New Jersey
$710K +$28.2K +646 +4%
HW
14
Hancock Whitney
Mississippi
$686K +$223K +5,092 +48%
WWMSC
15
Wagner Wealth Management (South Carolina)
South Carolina
$675K +$27.2K +621 +4%
RPC
16
Rossmore Private Capital
Connecticut
$623K +$67.7K +1,549 +12%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$559K +$306 +7 +0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$552K -$29.7K -679 -5%
Wells Fargo
19
Wells Fargo
California
$490K +$117K +2,681 +32%
CL
20
CPWM LLC
Washington
$374K
BBNA
21
Bremer Bank National Association
Minnesota
$344K -$6.34K -145 -2%
AFA
22
Atlanta Financial Associates
Georgia
$304K
HighTower Advisors
23
HighTower Advisors
Illinois
$303K -$2.93K -67 -1%
RA
24
RFG Advisory
Alabama
$257K -$32.8K -750 -11%
CAN
25
Cetera Advisor Networks
California
$249K -$197K -4,517 -44%

GAL Hedge Fund Activity: Q1 2021 in Review

42 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q1 2021, worth a combined $97.6M — up 0.84% from $96.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GAL and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was First Foundation Advisors, adding an estimated $4.42M. The largest seller was Bank of America, cutting an estimated $6.86M.

  • 42 institutional investors held State Street Global Allocation ETF (GAL) as of Q1 2021, down from 45 in Q4 2020.
  • Funds reported $97.6M of State Street Global Allocation ETF stock for Q1 2021, up 0.84% quarter-over-quarter.
  • 4 funds opened new State Street Global Allocation ETF positions in Q1 2021 and 6 closed out, a net change of -2 holders.
  • The largest State Street Global Allocation ETF buyer in Q1 2021 was First Foundation Advisors, an estimated $4.42M added.
  • The largest State Street Global Allocation ETF seller in Q1 2021 was Bank of America, an estimated $6.86M sold.

Based on aggregated 13F filings for Q1 2021.