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State Street Global Allocation ETF

53 hedge funds and large institutions have $118M invested in State Street Global Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

42% more capital invested

Capital invested by funds: $83.1M → $118M (+$35.2M)

20% more funds holding

Funds holding: 4453 (+9)

12.52% more ownership

Funds ownership: 36.81%49.33% (+13%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
16
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
1
Mesirow Financial Investment Management
Illinois
$25.4M +$24M +612,588 New
RJA
2
Raymond James & Associates
Florida
$24.3M -$1.64M -42,013 -7%
Bank of America
3
Bank of America
North Carolina
$21.1M +$532K +13,596 +3%
FFA
4
First Foundation Advisors
California
$10.3M +$893K +22,817 +10%
Morgan Stanley
5
Morgan Stanley
New York
$6.34M +$2.98M +76,068 +99%
LPL Financial
6
LPL Financial
California
$6.03M -$76.8K -1,963 -1%
GSEP
7
Golden State Equity Partners
California
$2.15M -$973K -24,862 -32%
UBS Group
8
UBS Group
Switzerland
$2.08M -$907K -23,168 -32%
TFG
9
Taylor Financial Group
Virginia
$1.74M +$1.64M +41,890 New
Wells Fargo
10
Wells Fargo
California
$1.49M +$752K +19,207 +115%
WA
11
Win Advisors
Florida
$1.44M +$1.36M +34,652 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.3M +$1.01M +25,709 +458%
PP
13
PDS Planning
Ohio
$1.18M -$503K -12,862 -31%
HW
14
Hancock Whitney
Mississippi
$951K +$46.4K +1,186 +5%
IA
15
IFG Advisory
Georgia
$879K +$172K +4,390 +26%
RPC
16
Rossmore Private Capital
Connecticut
$822K +$23.1K +590 +3%
AAS
17
Ameritas Advisory Services
Nebraska
$786K -$86.3K -2,205 -11%
Creative Planning
18
Creative Planning
Kansas
$710K +$394K +10,066 +143%
NFA
19
Northwest Financial Advisors
Virginia
$622K +$588K +15,014 New
SS
20
Simplicity Solutions
Minnesota
$621K -$12.6K -323 -2%
NA
21
NewEdge Advisors
Louisiana
$608K +$574K +14,673 New
PWA
22
PCG Wealth Advisors
Kansas
$573K -$1.56K -40 -0.3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$568K +$536K +13,695 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$430K -$18.2K -464 -4%
RVPG
25
Relative Value Partners Group
$413K +$1.1K +28 +0.3%

GAL Hedge Fund Activity: Q4 2023 in Review

53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q4 2023, worth a combined $118M — up 42% from $83.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GAL positions and 2 closed out — a net gain of 9 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Mesirow Financial Investment Management, opening a new position worth an estimated $24M. The largest seller was Retireful LLC, exiting entirely with an estimated $4.81M sold.

  • 53 institutional investors held State Street Global Allocation ETF (GAL) as of Q4 2023, up from 44 in Q3 2023.
  • Funds reported $118M of State Street Global Allocation ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 11 funds opened new State Street Global Allocation ETF positions in Q4 2023 and 2 closed out, a net change of +9 holders.
  • The largest State Street Global Allocation ETF buyer in Q4 2023 was Mesirow Financial Investment Management, an estimated $24M added.
  • The largest State Street Global Allocation ETF seller in Q4 2023 was Retireful LLC, an estimated $4.81M sold.

Based on aggregated 13F filings for Q4 2023.