We are live on ! Find out more
GAL icon

State Street Global Allocation ETF

44 hedge funds and large institutions have $80.3M invested in State Street Global Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

16% more funds holding

Funds holding: 3844 (+6)

8% more capital invested

Capital invested by funds: $74.4M → $80.3M (+$5.93M)

2.11% more ownership

Funds ownership: 32.79%34.9% (+2.1%)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
13
Reduced
18
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$25.3M -$344K -8,717 -1%
Bank of America
2
Bank of America
North Carolina
$20.1M +$1.73M +43,862 +10%
FFA
3
First Foundation Advisors
California
$7.68M -$226K -5,732 -3%
LPL Financial
4
LPL Financial
California
$5.21M +$1.45M +36,615 +39%
Morgan Stanley
5
Morgan Stanley
New York
$3.21M -$76.4K -1,936 -2%
UBS Group
6
UBS Group
Switzerland
$2.9M -$189K -4,800 -6%
IAIM
7
International Assets Investment Management
Florida
$2.48M +$2.36M +59,735 New
PP
8
PDS Planning
Ohio
$1.92M -$457K -11,575 -19%
HW
9
Hancock Whitney
Mississippi
$870K -$103K -2,614 -11%
GSEP
10
Golden State Equity Partners
California
$867K -$323K -8,183 -27%
AAS
11
Ameritas Advisory Services
Nebraska
$702K +$2.33K +59 +0.3%
RPC
12
Rossmore Private Capital
Connecticut
$655K +$30.8K +780 +5%
IA
13
IFG Advisory
Georgia
$654K -$31.6K -800 -5%
PWA
14
PCG Wealth Advisors
Kansas
$555K -$18.7K -475 -3%
Wells Fargo
15
Wells Fargo
California
$465K -$7.85K -199 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$442K +$3.04K +77 +0.7%
RF
17
Robinswood Financial
Washington
$421K +$415K +10,526 New
Osaic Holdings
18
Osaic Holdings
Arizona
$418K +$136K +3,443 +49%
SS
19
Simplicity Solutions
Minnesota
$409K +$404K +10,227 New
ASN
20
Advisory Services Network
Georgia
$397K -$49K -1,242 -11%
RVPG
21
Relative Value Partners Group
$394K +$3.16K +80 +0.8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$364K -$16K -406 -4%
PAG
23
Private Advisor Group
New Jersey
$349K -$5.21K -132 -1%
Corient Private Wealth
24
Corient Private Wealth
Florida
$340K
BBNA
25
Bremer Bank National Association
Minnesota
$330K

GAL Hedge Fund Activity: Q2 2023 in Review

44 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q2 2023, worth a combined $80.3M — up 8% from $74.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GAL positions and 1 closed out — a net gain of 6 holders — while 13 added to existing stakes and 18 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $2.36M. The largest seller was Retireful LLC, exiting entirely with an estimated $1.67M sold.

  • 44 institutional investors held State Street Global Allocation ETF (GAL) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $80.3M of State Street Global Allocation ETF stock for Q2 2023, up 8% quarter-over-quarter.
  • 7 funds opened new State Street Global Allocation ETF positions in Q2 2023 and 1 closed out, a net change of +6 holders.
  • The largest State Street Global Allocation ETF buyer in Q2 2023 was International Assets Investment Management, an estimated $2.36M added.
  • The largest State Street Global Allocation ETF seller in Q2 2023 was Retireful LLC, an estimated $1.67M sold.

Based on aggregated 13F filings for Q2 2023.