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State Street Global Allocation ETF

38 hedge funds and large institutions have $87.6M invested in State Street Global Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1.35% less ownership

Funds ownership: 37.95%36.6% (-1.3%)

5% less funds holding

Funds holding: 4038 (-2)

14% less capital invested

Capital invested by funds: $102M → $87.6M (-$14.5M)

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$26M +$169K +4,078 +0.6%
Bank of America
2
Bank of America
North Carolina
$25.8M -$444K -10,716 -2%
FFA
3
First Foundation Advisors
California
$12.2M -$1.16M -28,050 -8%
LPL Financial
4
LPL Financial
California
$5.6M +$2.38M +57,575 +67%
Morgan Stanley
5
Morgan Stanley
New York
$3.07M +$55.2K +1,333 +2%
PP
6
PDS Planning
Ohio
$2.98M -$308K -7,448 -9%
UBS Group
7
UBS Group
Switzerland
$2.93M +$151K +3,654 +5%
Wells Fargo
8
Wells Fargo
California
$2.02M -$29.6K -716 -1%
Creative Planning
9
Creative Planning
Kansas
$857K -$251K -6,069 -22%
IA
10
IFG Advisory
Georgia
$768K -$20.9K -505 -2%
AAS
11
Ameritas Advisory Services
Nebraska
$664K +$11K +265 +2%
RPC
12
Rossmore Private Capital
Connecticut
$600K +$22.1K +535 +4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$534K +$567K +13,685 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$430K -$68.2K -1,647 -13%
WWMSC
15
Wagner Wealth Management (South Carolina)
South Carolina
$403K -$431K -10,415 -50%
PAG
16
Private Advisor Group
New Jersey
$349K -$1.32K -32 -0.4%
CL
17
CPWM LLC
Washington
$332K
BBNA
18
Bremer Bank National Association
Minnesota
$326K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$317K -$134K -3,247 -29%
HighTower Advisors
20
HighTower Advisors
Illinois
$300K +$12.8K +309 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$214K +$4.55K +110 +2%
WWM
22
Western Wealth Management
Colorado
$208K -$7.25K -175 -3%
Osaic Holdings
23
Osaic Holdings
Arizona
$166K -$238K -5,755 -57%
GWM
24
Geneos Wealth Management
Colorado
$104K +$16.2K +392 +17%
HNB
25
Huntington National Bank
Ohio
$99K

GAL Hedge Fund Activity: Q2 2022 in Review

38 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q2 2022, worth a combined $87.6M — down 14% from $102M a quarter earlier.

Fund positioning in GAL was balanced in Q2 2022: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.38M. The largest seller was First Foundation Advisors, cutting an estimated $1.16M.

  • 38 institutional investors held State Street Global Allocation ETF (GAL) as of Q2 2022, down from 40 in Q1 2022.
  • Funds reported $87.6M of State Street Global Allocation ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 4 funds opened new State Street Global Allocation ETF positions in Q2 2022 and 4 closed out, a net change of 0 holders.
  • The largest State Street Global Allocation ETF buyer in Q2 2022 was LPL Financial, an estimated $2.38M added.
  • The largest State Street Global Allocation ETF seller in Q2 2022 was First Foundation Advisors, an estimated $1.16M sold.

Based on aggregated 13F filings for Q2 2022.