We are live on ! Find out more
GAL icon

State Street Global Allocation ETF

52 hedge funds and large institutions have $110M invested in State Street Global Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5352 (-1)

3.24% less ownership

Funds ownership: 49%45.76% (-3.2%)

6% less capital invested

Capital invested by funds: $117M → $110M (-$6.54M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
23
Reduced
14
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
$25.6M -$907K -20,535 -4%
RJA
2
Raymond James & Associates
Florida
$23.8M -$80.1K -1,813 -0.3%
FFA
3
First Foundation Advisors
California
$15M +$1.59M +35,954 +12%
LPL Financial
4
LPL Financial
California
$8.22M +$1.13M +25,644 +17%
BFA
5
Bright Financial Advisors
Michigan
$7.28M -$193K -4,370 -3%
Wells Fargo
6
Wells Fargo
California
$3.6M +$8.61K +195 +0.2%
Morgan Stanley
7
Morgan Stanley
New York
$3.5M +$171K +3,877 +5%
GSEP
8
Golden State Equity Partners
California
$2.43M +$313K +7,080 +15%
Bank of America
9
Bank of America
North Carolina
$2.39M -$15.2M -344,499 -87%
TFG
10
Taylor Financial Group
Virginia
$2.36M +$179K +4,043 +8%
HW
11
Hancock Whitney
Mississippi
$1.63M +$755K +17,100 +91%
AAS
12
Ameritas Advisory Services
Nebraska
$1.02M +$19.8K +449 +2%
NA
13
NewEdge Advisors
Louisiana
$1.01M +$1.5K +34 +0.2%
RPC
14
Rossmore Private Capital
Connecticut
$939K +$44.2K +1,000 +5%
IA
15
IFG Advisory
Georgia
$938K -$20.1K -455 -2%
PP
16
PDS Planning
Ohio
$933K -$75.2K -1,702 -8%
RF
17
Robinswood Financial
Washington
$849K +$163K +3,687 +25%
Osaic Holdings
18
Osaic Holdings
Arizona
$744K +$99.5K +2,253 +16%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$725K +$704K +15,931 New
Creative Planning
20
Creative Planning
Kansas
$716K +$55K +1,244 +9%
ASN
21
Advisory Services Network
Georgia
$558K
PWA
22
PCG Wealth Advisors
Kansas
$543K -$9.94K -225 -2%
Mariner
23
Mariner
Kansas
$492K +$10.3K +234 +2%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$462K +$479K +10,849 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$462K +$44.4K +1,005 +11%

GAL Hedge Fund Activity: Q3 2024 in Review

52 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q3 2024, worth a combined $110M — down 5.6% from $117M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GAL and 7 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 23 added.

The largest buyer was First Foundation Advisors, adding an estimated $1.59M. The largest seller was Bank of America, cutting an estimated $15.2M.

  • 52 institutional investors held State Street Global Allocation ETF (GAL) as of Q3 2024, down from 53 in Q2 2024.
  • Funds reported $110M of State Street Global Allocation ETF stock for Q3 2024, down 5.6% quarter-over-quarter.
  • 7 funds opened new State Street Global Allocation ETF positions in Q3 2024 and 8 closed out, a net change of -1 holder.
  • The largest State Street Global Allocation ETF buyer in Q3 2024 was First Foundation Advisors, an estimated $1.59M added.
  • The largest State Street Global Allocation ETF seller in Q3 2024 was Bank of America, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2024.