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State Street Global Allocation ETF

43 hedge funds and large institutions have $105M invested in State Street Global Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

8% more capital invested

Capital invested by funds: $97.6M → $105M (+$7.86M)

2% more funds holding

Funds holding: 4243 (+1)

1.27% more ownership

Funds ownership: 35.88%37.15% (+1.3%)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
10
Closed
3
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
$31.8M -$1.43M -31,345 -4%
RJA
2
Raymond James & Associates
Florida
$29.9M -$784K -17,199 -3%
FFA
3
First Foundation Advisors
California
$9.72M +$2.01M +44,206 +26%
Morgan Stanley
4
Morgan Stanley
New York
$4.21M +$216K +4,729 +5%
PP
5
PDS Planning
Ohio
$4.07M +$40.4K +886 +1%
LPL Financial
6
LPL Financial
California
$3.33M +$1.22M +26,722 +59%
Creative Planning
7
Creative Planning
Kansas
$3.22M +$3.19M +70,014 New
GSEP
8
Golden State Equity Partners
California
$3.18M +$381K +8,351 +14%
UBS Group
9
UBS Group
Switzerland
$3.11M -$539K -11,823 -15%
Wells Fargo
10
Wells Fargo
California
$2.38M +$1.85M +40,548 +364%
IA
11
IFG Advisory
Georgia
$1.13M -$292K -6,400 -21%
CWM
12
Connecticut Wealth Management
Connecticut
$935K -$848K -18,602 -48%
AIC
13
Ameritas Investment Company
Nebraska
$769K +$761K +16,701 New
WWMSC
14
Wagner Wealth Management (South Carolina)
South Carolina
$726K +$18.5K +406 +3%
HW
15
Hancock Whitney
Mississippi
$718K
RPC
16
Rossmore Private Capital
Connecticut
$653K
PAG
17
Private Advisor Group
New Jersey
$632K -$110K -2,405 -15%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$611K +$24.9K +546 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$562K -$16.4K -360 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$410K +$215K +4,710 +112%
CL
21
CPWM LLC
Washington
$392K
BBNA
22
Bremer Bank National Association
Minnesota
$360K
HighTower Advisors
23
HighTower Advisors
Illinois
$329K +$15.6K +342 +5%
RA
24
RFG Advisory
Alabama
$269K
CAN
25
Cetera Advisor Networks
California
$262K +$1K +22 +0.4%

GAL Hedge Fund Activity: Q2 2021 in Review

43 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q2 2021, worth a combined $105M — up 8.1% from $97.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GAL positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $3.19M. The largest seller was Bank of America, cutting an estimated $1.43M.

  • 43 institutional investors held State Street Global Allocation ETF (GAL) as of Q2 2021, up from 42 in Q1 2021.
  • Funds reported $105M of State Street Global Allocation ETF stock for Q2 2021, up 8.1% quarter-over-quarter.
  • 6 funds opened new State Street Global Allocation ETF positions in Q2 2021 and 3 closed out, a net change of +3 holders.
  • The largest State Street Global Allocation ETF buyer in Q2 2021 was Creative Planning, an estimated $3.19M added.
  • The largest State Street Global Allocation ETF seller in Q2 2021 was Bank of America, an estimated $1.43M sold.

Based on aggregated 13F filings for Q2 2021.