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State Street Global Allocation ETF

40 hedge funds and large institutions have $102M invested in State Street Global Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

1.12% less ownership

Funds ownership: 39.07%37.95% (-1.1%)

8% less capital invested

Capital invested by funds: $110M → $102M (-$8.35M)

13% less funds holding

Funds holding: 4640 (-6)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
16
Reduced
11
Closed
7
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
$29.6M -$3.16M -71,509 -10%
RJA
2
Raymond James & Associates
Florida
$29.1M +$134K +3,021 +0.5%
FFA
3
First Foundation Advisors
California
$15M +$2.01M +45,513 +15%
LPL Financial
4
LPL Financial
California
$3.79M -$254K -5,732 -6%
PP
5
PDS Planning
Ohio
$3.69M +$45.5K +1,028 +1%
Morgan Stanley
6
Morgan Stanley
New York
$3.4M -$458K -10,339 -12%
UBS Group
7
UBS Group
Switzerland
$3.14M +$29.2K +660 +0.9%
GSEP
8
Golden State Equity Partners
California
$2.37M -$979K -22,123 -29%
Wells Fargo
9
Wells Fargo
California
$2.31M -$77.9K -1,760 -3%
Creative Planning
10
Creative Planning
Kansas
$1.23M -$20.7K -467 -2%
WWMSC
11
Wagner Wealth Management (South Carolina)
South Carolina
$912K +$331K +7,479 +56%
IA
12
IFG Advisory
Georgia
$889K -$105K -2,370 -10%
AAS
13
Ameritas Advisory Services
Nebraska
$738K +$266 +6 +0%
RPC
14
Rossmore Private Capital
Connecticut
$654K +$12.6K +285 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$557K +$797 +18 +0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$500K -$30.8K -697 -6%
Osaic Holdings
17
Osaic Holdings
Arizona
$441K +$45.4K +1,025 +11%
RVPG
18
Relative Value Partners Group
$409K +$841 +19 +0.2%
PAG
19
Private Advisor Group
New Jersey
$395K -$16.7K -378 -4%
CL
20
CPWM LLC
Washington
$374K
BBNA
21
Bremer Bank National Association
Minnesota
$368K
GSWM
22
Golden State Wealth Management
California
$337K +$32.7K +739 +11%
HighTower Advisors
23
HighTower Advisors
Illinois
$326K -$310 -7 -0.1%
WWM
24
Western Wealth Management
Colorado
$238K +$240K +5,425 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$237K +$177 +4 +0.1%

GAL Hedge Fund Activity: Q1 2022 in Review

40 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q1 2022, worth a combined $102M — down 7.6% from $110M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GAL and 2 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 16 added.

The largest buyer was First Foundation Advisors, adding an estimated $2.01M. The largest seller was Bank of America, cutting an estimated $3.16M.

  • 40 institutional investors held State Street Global Allocation ETF (GAL) as of Q1 2022, down from 46 in Q4 2021.
  • Funds reported $102M of State Street Global Allocation ETF stock for Q1 2022, down 7.6% quarter-over-quarter.
  • 2 funds opened new State Street Global Allocation ETF positions in Q1 2022 and 7 closed out, a net change of -5 holders.
  • The largest State Street Global Allocation ETF buyer in Q1 2022 was First Foundation Advisors, an estimated $2.01M added.
  • The largest State Street Global Allocation ETF seller in Q1 2022 was Bank of America, an estimated $3.16M sold.

Based on aggregated 13F filings for Q1 2022.