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State Street Global Allocation ETF

38 hedge funds and large institutions have $74.4M invested in State Street Global Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 4038 (-2)

5.1% less ownership

Funds ownership: 37.89%32.79% (-5.1%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

16% less capital invested

Capital invested by funds: $88.3M → $74.4M (-$13.9M)

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
8
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$25.1M -$903K -23,297 -4%
Bank of America
2
Bank of America
North Carolina
$17.9M -$9.39M -242,135 -35%
FFA
3
First Foundation Advisors
California
$7.73M -$3.48M -89,859 -31%
LPL Financial
4
LPL Financial
California
$3.66M -$1.28M -33,030 -26%
Morgan Stanley
5
Morgan Stanley
New York
$3.21M -$9.5K -245 -0.3%
UBS Group
6
UBS Group
Switzerland
$3.02M -$1.53M -39,345 -34%
PP
7
PDS Planning
Ohio
$2.33M -$267K -6,889 -10%
RL
8
Retireful LLC
Michigan
$1.67M +$1.66M +42,832 New
GSEP
9
Golden State Equity Partners
California
$1.16M +$1.16M +29,821 New
HW
10
Hancock Whitney
Mississippi
$953K -$131K -3,370 -12%
AAS
11
Ameritas Advisory Services
Nebraska
$692K -$494K -12,742 -42%
IA
12
IFG Advisory
Georgia
$670K -$40.3K -1,040 -6%
RPC
13
Rossmore Private Capital
Connecticut
$610K
PWA
14
PCG Wealth Advisors
Kansas
$561K +$556K +14,345 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$495K +$490K +12,652 New
Wells Fargo
16
Wells Fargo
California
$462K -$1.72M -44,496 -79%
ASN
17
Advisory Services Network
Georgia
$436K +$428K +11,035 +8,424%
RVPG
18
Relative Value Partners Group
$382K +$1.05K +27 +0.3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$372K -$32.9K -849 -8%
PAG
20
Private Advisor Group
New Jersey
$346K +$343K +8,847 New
Corient Private Wealth
21
Corient Private Wealth
Florida
$333K
BBNA
22
Bremer Bank National Association
Minnesota
$323K
HighTower Advisors
23
HighTower Advisors
Illinois
$313K +$8.57K +221 +3%
Creative Planning
24
Creative Planning
Kansas
$299K -$42.7K -1,102 -13%
VP
25
Verum Partners
North Carolina
$275K -$21.5K -554 -7%

GAL Hedge Fund Activity: Q1 2023 in Review

38 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q1 2023, worth a combined $74.4M — down 16% from $88.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GAL and 6 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 8 added.

The largest buyer was Retireful LLC, opening a new position worth an estimated $1.66M. The largest seller was Bank of America, cutting an estimated $9.39M.

  • 38 institutional investors held State Street Global Allocation ETF (GAL) as of Q1 2023, down from 40 in Q4 2022.
  • Funds reported $74.4M of State Street Global Allocation ETF stock for Q1 2023, down 16% quarter-over-quarter.
  • 6 funds opened new State Street Global Allocation ETF positions in Q1 2023 and 7 closed out, a net change of -1 holder.
  • The largest State Street Global Allocation ETF buyer in Q1 2023 was Retireful LLC, an estimated $1.66M added.
  • The largest State Street Global Allocation ETF seller in Q1 2023 was Bank of America, an estimated $9.39M sold.

Based on aggregated 13F filings for Q1 2023.