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State Street Global Allocation ETF

40 hedge funds and large institutions have $88.3M invested in State Street Global Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

14% more capital invested

Capital invested by funds: $77.6M → $88.3M (+$10.7M)

11% more funds holding

Funds holding: 3640 (+4)

2.03% more ownership

Funds ownership: 35.87%37.89% (+2%)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
11
Closed
4
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
$26.3M +$4.47M +117,461 +20%
RJA
2
Raymond James & Associates
Florida
$24.9M +$173K +4,549 +0.7%
FFA
3
First Foundation Advisors
California
$10.8M -$2.49M -65,478 -19%
LPL Financial
4
LPL Financial
California
$4.76M +$1.26M +33,252 +36%
UBS Group
5
UBS Group
Switzerland
$4.38M +$1.62M +42,594 +58%
Morgan Stanley
6
Morgan Stanley
New York
$3.09M -$84K -2,210 -3%
PP
7
PDS Planning
Ohio
$2.5M -$143K -3,757 -5%
Wells Fargo
8
Wells Fargo
California
$2.12M -$54.6K -1,436 -2%
Jane Street
9
Jane Street
New York
$1.35M +$1.37M +35,967 New
AAS
10
Ameritas Advisory Services
Nebraska
$1.14M +$481K +12,641 +71%
HW
11
Hancock Whitney
Mississippi
$1.04M +$1.05M +27,741 New
IA
12
IFG Advisory
Georgia
$682K -$52.7K -1,385 -7%
RPC
13
Rossmore Private Capital
Connecticut
$586K +$7.61K +200 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$533K +$147K +3,857 +37%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$402K +$159K +4,194 +64%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$389K -$15.5K -407 -4%
RVPG
17
Relative Value Partners Group
$366K +$10.9K +286 +3%
Creative Planning
18
Creative Planning
Kansas
$329K -$476K -12,530 -59%
Corient Private Wealth
19
Corient Private Wealth
Florida
$320K +$324K +8,509 New
BBNA
20
Bremer Bank National Association
Minnesota
$310K -$3.99K -105 -1%
HighTower Advisors
21
HighTower Advisors
Illinois
$295K +$20.1K +528 +7%
VP
22
Verum Partners
North Carolina
$285K +$289K +7,591 New
Osaic Holdings
23
Osaic Holdings
Arizona
$249K +$6.62K +174 +3%
WWMSC
24
Wagner Wealth Management (South Carolina)
South Carolina
$247K -$77.5K -2,037 -24%
MFG
25
Merit Financial Group
Georgia
$219K +$222K +5,836 New

GAL Hedge Fund Activity: Q4 2022 in Review

40 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q4 2022, worth a combined $88.3M — up 14% from $77.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GAL positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $4.47M. The largest seller was First Foundation Advisors, cutting an estimated $2.49M.

  • 40 institutional investors held State Street Global Allocation ETF (GAL) as of Q4 2022, up from 36 in Q3 2022.
  • Funds reported $88.3M of State Street Global Allocation ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 9 funds opened new State Street Global Allocation ETF positions in Q4 2022 and 4 closed out, a net change of +5 holders.
  • The largest State Street Global Allocation ETF buyer in Q4 2022 was Bank of America, an estimated $4.47M added.
  • The largest State Street Global Allocation ETF seller in Q4 2022 was First Foundation Advisors, an estimated $2.49M sold.

Based on aggregated 13F filings for Q4 2022.