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State Street Global Allocation ETF

47 hedge funds and large institutions have $105M invested in State Street Global Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

9% more funds holding

Funds holding: 4347 (+4)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% less ownership

Funds ownership: 37.15%37.14% (-0%)

0% less capital invested

Capital invested by funds: $105M → $105M (-$368K)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
14
Closed
2
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
$30.7M -$739K -15,917 -2%
RJA
2
Raymond James & Associates
Florida
$29.7M +$49.3K +1,061 +0.2%
FFA
3
First Foundation Advisors
California
$11.5M +$1.89M +40,621 +19%
Morgan Stanley
4
Morgan Stanley
New York
$4.34M +$181K +3,894 +4%
LPL Financial
5
LPL Financial
California
$3.85M +$570K +12,275 +17%
PP
6
PDS Planning
Ohio
$3.84M -$198K -4,261 -5%
GSEP
7
Golden State Equity Partners
California
$3.16M +$9.62K +207 +0.3%
UBS Group
8
UBS Group
Switzerland
$3.03M -$54.4K -1,172 -2%
Wells Fargo
9
Wells Fargo
California
$2.36M +$1.39K +30 +0.1%
Creative Planning
10
Creative Planning
Kansas
$1.4M -$1.83M -39,399 -56%
IA
11
IFG Advisory
Georgia
$1.06M -$56.4K -1,215 -5%
RVPG
12
Relative Value Partners Group
$790K +$805K +17,337 New
AIC
13
Ameritas Investment Company
Nebraska
$761K +$325 +7 +0%
HW
14
Hancock Whitney
Mississippi
$711K
RPC
15
Rossmore Private Capital
Connecticut
$664K +$18.6K +400 +3%
WWMSC
16
Wagner Wealth Management (South Carolina)
South Carolina
$633K -$107K -2,295 -15%
PAG
17
Private Advisor Group
New Jersey
$619K -$6.74K -145 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$549K -$56.9K -1,224 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$543K -$13.7K -295 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$403K -$2.69K -58 -0.7%
CL
21
CPWM LLC
Washington
$388K
CWM
22
Connecticut Wealth Management
Connecticut
$362K -$575K -12,373 -61%
BBNA
23
Bremer Bank National Association
Minnesota
$357K
HighTower Advisors
24
HighTower Advisors
Illinois
$326K -$3.44K -74 -1%
Citadel Advisors
25
Citadel Advisors
Florida
$303K +$73K +1,571 +31%

GAL Hedge Fund Activity: Q3 2021 in Review

47 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q3 2021, worth a combined $105M — down 0.35% from $105M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GAL positions and 2 closed out — a net gain of 5 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was First Foundation Advisors, adding an estimated $1.89M. The largest seller was Creative Planning, cutting an estimated $1.83M.

  • 47 institutional investors held State Street Global Allocation ETF (GAL) as of Q3 2021, up from 43 in Q2 2021.
  • Funds reported $105M of State Street Global Allocation ETF stock for Q3 2021, down 0.35% quarter-over-quarter.
  • 7 funds opened new State Street Global Allocation ETF positions in Q3 2021 and 2 closed out, a net change of +5 holders.
  • The largest State Street Global Allocation ETF buyer in Q3 2021 was First Foundation Advisors, an estimated $1.89M added.
  • The largest State Street Global Allocation ETF seller in Q3 2021 was Creative Planning, an estimated $1.83M sold.

Based on aggregated 13F filings for Q3 2021.