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State Street Global Allocation ETF

44 hedge funds and large institutions have $83.1M invested in State Street Global Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

1.9% more ownership

Funds ownership: 34.9%36.81% (+1.9%)

3% more capital invested

Capital invested by funds: $80.3M → $83.1M (+$2.74M)

0% more funds holding

Funds holding: 4444 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
19
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$24M -$129K -3,245 -0.5%
Bank of America
2
Bank of America
North Carolina
$18.9M -$300K -7,545 -2%
FFA
3
First Foundation Advisors
California
$8.6M +$1.32M +33,184 +17%
LPL Financial
4
LPL Financial
California
$5.64M +$688K +17,285 +13%
RL
5
Retireful LLC
Michigan
$4.81M +$5.02M +125,944 New
Morgan Stanley
6
Morgan Stanley
New York
$2.94M -$135K -3,385 -4%
GSEP
7
Golden State Equity Partners
California
$2.93M +$2.19M +55,045 +254%
UBS Group
8
UBS Group
Switzerland
$2.8M +$34.1K +857 +1%
PP
9
PDS Planning
Ohio
$1.58M -$263K -6,615 -14%
HW
10
Hancock Whitney
Mississippi
$831K
AAS
11
Ameritas Advisory Services
Nebraska
$796K +$129K +3,234 +18%
RPC
12
Rossmore Private Capital
Connecticut
$735K +$114K +2,855 +17%
IA
13
IFG Advisory
Georgia
$642K +$18.7K +469 +3%
Wells Fargo
14
Wells Fargo
California
$639K +$203K +5,090 +44%
SS
15
Simplicity Solutions
Minnesota
$585K +$202K +5,071 +50%
PWA
16
PCG Wealth Advisors
Kansas
$530K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$414K -$9.08K -228 -2%
HighTower Advisors
18
HighTower Advisors
Illinois
$400K +$98.7K +2,479 +31%
RF
19
Robinswood Financial
Washington
$396K -$6.97K -175 -2%
RVPG
20
Relative Value Partners Group
$380K +$3.27K +82 +0.8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$353K +$5.26K +132 +1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$330K +$32.5K +817 +10%
KAS
23
Kestra Advisory Services
Texas
$329K +$343K +8,616 New
Corient Private Wealth
24
Corient Private Wealth
Florida
$325K
PAG
25
Private Advisor Group
New Jersey
$316K -$17.6K -442 -5%

GAL Hedge Fund Activity: Q3 2023 in Review

44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q3 2023, worth a combined $83.1M — up 3.4% from $80.3M a quarter earlier.

Fund positioning in GAL was balanced in Q3 2023: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 10 trimmed.

The largest buyer was Retireful LLC, opening a new position worth an estimated $5.02M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $2.48M sold.

  • 44 institutional investors held State Street Global Allocation ETF (GAL) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $83.1M of State Street Global Allocation ETF stock for Q3 2023, up 3.4% quarter-over-quarter.
  • 5 funds opened new State Street Global Allocation ETF positions in Q3 2023 and 5 closed out, a net change of 0 holders.
  • The largest State Street Global Allocation ETF buyer in Q3 2023 was Retireful LLC, an estimated $5.02M added.
  • The largest State Street Global Allocation ETF seller in Q3 2023 was International Assets Investment Management, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2023.