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State Street Global Allocation ETF

46 hedge funds and large institutions have $110M invested in State Street Global Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

5% more capital invested

Capital invested by funds: $105M → $110M (+$5.4M)

1.93% more ownership

Funds ownership: 37.14%39.07% (+1.9%)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2% less funds holding

Funds holding: 4746 (-1)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
8
Closed
9
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
$34.3M +$3.22M +68,876 +10%
RJA
2
Raymond James & Associates
Florida
$30.4M +$372K +7,959 +1%
FFA
3
First Foundation Advisors
California
$13.7M +$2.09M +44,655 +18%
LPL Financial
4
LPL Financial
California
$4.24M +$340K +7,265 +9%
Morgan Stanley
5
Morgan Stanley
New York
$4.04M -$359K -7,681 -8%
PP
6
PDS Planning
Ohio
$3.81M -$70.4K -1,506 -2%
GSEP
7
Golden State Equity Partners
California
$3.48M +$298K +6,381 +9%
UBS Group
8
UBS Group
Switzerland
$3.26M +$202K +4,318 +7%
Wells Fargo
9
Wells Fargo
California
$2.5M +$121K +2,583 +5%
Creative Planning
10
Creative Planning
Kansas
$1.31M -$98.7K -2,112 -7%
IA
11
IFG Advisory
Georgia
$1.04M -$31.5K -673 -3%
HW
12
Hancock Whitney
Mississippi
$816K +$98.1K +2,098 +13%
AAS
13
Ameritas Advisory Services
Nebraska
$773K +$784K +16,766 New
RPC
14
Rossmore Private Capital
Connecticut
$672K
WWMSC
15
Wagner Wealth Management (South Carolina)
South Carolina
$611K -$10.1K -216 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$583K +$28.5K +610 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$556K +$7.43K +159 +1%
PAG
18
Private Advisor Group
New Jersey
$431K -$198K -4,243 -31%
RVPG
19
Relative Value Partners Group
$428K -$377K -8,056 -46%
Osaic Holdings
20
Osaic Holdings
Arizona
$415K +$7.48K +160 +2%
WGCA
21
Wolf Group Capital Advisors
Virginia
$397K +$403K +8,625 New
CL
22
CPWM LLC
Washington
$388K
BBNA
23
Bremer Bank National Association
Minnesota
$385K +$24.8K +530 +7%
HighTower Advisors
24
HighTower Advisors
Illinois
$341K +$12.1K +258 +4%
GSWM
25
Golden State Wealth Management
California
$319K +$324K +6,927 New

GAL Hedge Fund Activity: Q4 2021 in Review

46 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q4 2021, worth a combined $110M — up 5.1% from $105M a quarter earlier.

Fund positioning in GAL was balanced in Q4 2021: 9 funds opened new positions, 9 closed out, 18 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $3.22M. The largest seller was Relative Value Partners Group, cutting an estimated $377K.

  • 46 institutional investors held State Street Global Allocation ETF (GAL) as of Q4 2021, down from 47 in Q3 2021.
  • Funds reported $110M of State Street Global Allocation ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 9 funds opened new State Street Global Allocation ETF positions in Q4 2021 and 9 closed out, a net change of 0 holders.
  • The largest State Street Global Allocation ETF buyer in Q4 2021 was Bank of America, an estimated $3.22M added.
  • The largest State Street Global Allocation ETF seller in Q4 2021 was Relative Value Partners Group, an estimated $377K sold.

Based on aggregated 13F filings for Q4 2021.