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SPDR SSGA Global Allocation ETF
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Overview Fund Activity

56 hedge funds and large institutions have $122M invested in SPDR SSGA Global Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
27
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.82M
2
JWWM
2
Johnson & White Wealth Management
Pennsylvania
$532K
3
FFA
3
First Foundation Advisors
California
$14.4M
4
LPL Financial
4
LPL Financial
California
$10.5M
5
TFG
5
Taylor Financial Group
Virginia
$2.77M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.26M
2
Raymond James Financial
2
Raymond James Financial
Florida
$23.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$204K
4
PWA
4
PCG Wealth Advisors
Kansas
$0
5
SOS
5
Silver Oak Securities
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFIM
1
Mesirow Financial Investment Management
Illinois
$24.2M 540,461 -9,329 -2%
Raymond James Financial
2
Raymond James Financial
Florida
$23.1M 514,701 -36,624 -7%
FFA
3
First Foundation Advisors
California
$14.4M 321,812 +7,310 +2%
LPL Financial
4
LPL Financial
California
$10.5M 233,616 +5,997 +3%
PAYA
5
Phil A. Younker & Associates
Alaska
$8.72M 194,616 -4,004 -2%
BFA
6
Bright Financial Advisors
Michigan
$6.78M 151,262 -3,426 -2%
Wells Fargo
7
Wells Fargo
California
$3.63M 80,930 +625 +0.8%
Bank of America
8
Bank of America
North Carolina
$3.26M 72,767 -41,451 -36%
Morgan Stanley
9
Morgan Stanley
New York
$3.03M 67,586 -346 -0.5%
TFG
10
Taylor Financial Group
Virginia
$2.77M 61,710 +5,770 +10%
HW
11
Hancock Whitney
Mississippi
$2M 44,707 +2,953 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.82M 40,532 +18,495 +84%
GSEP
13
Golden State Equity Partners
California
$1.81M 40,314 -2,215 -5%
GSWM
14
Golden State Wealth Management
California
$1.21M 26,969 +60 +0.2%
RL
15
Retireful LLC
Michigan
$1.09M 24,349 -6,043 -20%
NA
16
NewEdge Advisors
Louisiana
$995K 22,190 – –
AAS
17
Ameritas Advisory Services
Nebraska
$943K 21,351 – –
IA
18
IFG Advisory
Georgia
$939K 20,951 +445 +2%
RPC
19
Rossmore Private Capital
Connecticut
$932K 20,791 +825 +4%
WA
20
Win Advisors
Florida
$856K 19,106 -796 -4%
Creative Planning
21
Creative Planning
Kansas
$829K 18,489 -313 -2%
PP
22
PDS Planning
Ohio
$801K 17,865 -2,415 -12%
JWWM
23
Johnson & White Wealth Management
Pennsylvania
$532K 11,874 +11,874 New
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$495K 11,039 +77 +0.7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$470K 10,475 +211 +2%
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