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State Street Global Allocation ETF

48 hedge funds and large institutions have $116M invested in State Street Global Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $118M → $116M (-$2.76M)

1.12% less ownership

Funds ownership: 49.33%48.21% (-1.1%)

9% less funds holding

Funds holding: 5348 (-5)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
48
Holders Change
-5
Holders Change %
-9.43%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
15
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
1
Mesirow Financial Investment Management
Illinois
$26.2M -$225K -5,378 -0.9%
RJA
2
Raymond James & Associates
Florida
$23.6M -$1.72M -40,995 -7%
Bank of America
3
Bank of America
North Carolina
$18.4M -$3.5M -83,506 -16%
FFA
4
First Foundation Advisors
California
$11.8M +$1.08M +25,809 +10%
BFA
5
Bright Financial Advisors
Michigan
$6.96M +$6.92M +165,211 New
LPL Financial
6
LPL Financial
California
$6.41M +$111K +2,651 +2%
Wells Fargo
7
Wells Fargo
California
$3.52M +$1.91M +45,620 +127%
Morgan Stanley
8
Morgan Stanley
New York
$3.17M -$3.33M -79,494 -52%
TFG
9
Taylor Financial Group
Virginia
$1.88M +$66.9K +1,597 +4%
NA
10
NewEdge Advisors
Louisiana
$955K +$312K +7,436 +51%
AAS
11
Ameritas Advisory Services
Nebraska
$917K +$117K +2,792 +15%
IA
12
IFG Advisory
Georgia
$916K
PP
13
PDS Planning
Ohio
$886K -$338K -8,068 -28%
RPC
14
Rossmore Private Capital
Connecticut
$857K
HW
15
Hancock Whitney
Mississippi
$746K -$238K -5,681 -25%
Creative Planning
16
Creative Planning
Kansas
$697K -$41.2K -984 -6%
RF
17
Robinswood Financial
Washington
$639K +$221K +5,268 +55%
Osaic Holdings
18
Osaic Holdings
Arizona
$595K +$524K +12,508 +993%
PWA
19
PCG Wealth Advisors
Kansas
$558K -$38.3K -913 -7%
ASN
20
Advisory Services Network
Georgia
$553K +$199K +4,742 +59%
Mariner
21
Mariner
Kansas
$441K +$10.4K +249 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$416K -$31.2K -745 -7%
RVPG
23
Relative Value Partners Group
$410K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$392K -$2.01K -48 -0.5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$385K +$5.24K +125 +1%

GAL Hedge Fund Activity: Q1 2024 in Review

48 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q1 2024, worth a combined $116M — down 2.3% from $118M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GAL and 5 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 15 added.

The largest buyer was Wells Fargo, adding an estimated $1.91M. The largest seller was Bank of America, cutting an estimated $3.5M.

  • 48 institutional investors held State Street Global Allocation ETF (GAL) as of Q1 2024, down from 53 in Q4 2023.
  • Funds reported $116M of State Street Global Allocation ETF stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 5 funds opened new State Street Global Allocation ETF positions in Q1 2024 and 8 closed out, a net change of -3 holders.
  • The largest State Street Global Allocation ETF buyer in Q1 2024 was Wells Fargo, an estimated $1.91M added.
  • The largest State Street Global Allocation ETF seller in Q1 2024 was Bank of America, an estimated $3.5M sold.

Based on aggregated 13F filings for Q1 2024.