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State Street Global Allocation ETF

53 hedge funds and large institutions have $117M invested in State Street Global Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

10% more funds holding

Funds holding: 4853 (+5)

1% more capital invested

Capital invested by funds: $116M → $117M (+$1.11M)

0.79% more ownership

Funds ownership: 48.21%49% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
23
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
1
Mesirow Financial Investment Management
Illinois
$25.2M -$1.07M -24,870 -4%
RJA
2
Raymond James & Associates
Florida
$22.6M -$956K -22,210 -4%
Bank of America
3
Bank of America
North Carolina
$17.2M -$1.21M -28,021 -7%
FFA
4
First Foundation Advisors
California
$12.7M +$838K +19,473 +7%
BFA
5
Bright Financial Advisors
Michigan
$7.1M -$43.4K -1,009 -0.6%
LPL Financial
6
LPL Financial
California
$6.69M +$285K +6,613 +4%
Wells Fargo
7
Wells Fargo
California
$3.41M -$118K -2,738 -3%
Morgan Stanley
8
Morgan Stanley
New York
$3.15M -$21.6K -502 -0.7%
TFG
9
Taylor Financial Group
Virginia
$2.07M +$184K +4,281 +10%
GSEP
10
Golden State Equity Partners
California
$2M +$2M +46,374 New
JP Morgan Chase
11
JP Morgan Chase
New York
$1.05M +$1.04M +24,220 New
PP
12
PDS Planning
Ohio
$960K +$73.3K +1,702 +8%
NA
13
NewEdge Advisors
Louisiana
$958K +$2.02K +47 +0.2%
AAS
14
Ameritas Advisory Services
Nebraska
$948K +$15.6K +363 +2%
IA
15
IFG Advisory
Georgia
$910K -$6.03K -140 -0.7%
RPC
16
Rossmore Private Capital
Connecticut
$848K -$8.61K -200 -1%
HW
17
Hancock Whitney
Mississippi
$808K +$62K +1,439 +8%
RF
18
Robinswood Financial
Washington
$646K +$4.65K +108 +0.7%
Creative Planning
19
Creative Planning
Kansas
$626K -$71.7K -1,664 -10%
Osaic Holdings
20
Osaic Holdings
Arizona
$609K +$13.8K +320 +2%
ASN
21
Advisory Services Network
Georgia
$558K +$4.82K +112 +0.9%
PWA
22
PCG Wealth Advisors
Kansas
$525K -$33K -766 -6%
UBS Group
23
UBS Group
Switzerland
$465K +$134K +3,114 +41%
Mariner
24
Mariner
Kansas
$457K +$16K +371 +4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$456K +$39.4K +914 +9%

GAL Hedge Fund Activity: Q2 2024 in Review

53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q2 2024, worth a combined $117M — up 0.96% from $116M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GAL positions and 5 closed out — a net gain of 5 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $1.04M. The largest seller was Bank of America, cutting an estimated $1.21M.

  • 53 institutional investors held State Street Global Allocation ETF (GAL) as of Q2 2024, up from 48 in Q1 2024.
  • Funds reported $117M of State Street Global Allocation ETF stock for Q2 2024, up 0.96% quarter-over-quarter.
  • 10 funds opened new State Street Global Allocation ETF positions in Q2 2024 and 5 closed out, a net change of +5 holders.
  • The largest State Street Global Allocation ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $1.04M added.
  • The largest State Street Global Allocation ETF seller in Q2 2024 was Bank of America, an estimated $1.21M sold.

Based on aggregated 13F filings for Q2 2024.