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SPDR SSGA Global Allocation ETF

55 hedge funds and large institutions have $125M invested in SPDR SSGA Global Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
24
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFIM
1
Mesirow Financial Investment Management
Illinois
$25.3M -$96.1K -2,045 -0.4%
Raymond James Financial
2
Raymond James Financial
Florida
$24.2M +$56.3K +1,198 +0.2%
FFA
3
First Foundation Advisors
California
$15M -$101K -2,140 -0.7%
LPL Financial
4
LPL Financial
California
$9.79M -$1.19M -25,241 -11%
PAYA
5
Phil A. Younker & Associates
Alaska
$9.09M -$59.6K -1,268 -0.7%
BFA
6
Bright Financial Advisors
Michigan
$7.5M +$395K +8,394 +6%
Wells Fargo
7
Wells Fargo
California
$3.45M -$356K -7,579 -9%
TFG
8
Taylor Financial Group
Virginia
$3.27M +$375K +7,972 +13%
Morgan Stanley
9
Morgan Stanley
New York
$3.21M +$37.1K +789 +1%
Bank of America
10
Bank of America
North Carolina
$2.59M -$834K -17,751 -24%
HW
11
Hancock Whitney
Mississippi
$2.28M +$176K +3,752 +8%
GSEP
12
Golden State Equity Partners
California
$1.75M -$148K -3,154 -8%
GSWM
13
Golden State Wealth Management
California
$1.26M -$5.08K -108 -0.4%
AAS
14
Ameritas Advisory Services
Nebraska
$1.07M +$65.2K +1,388 +7%
NA
15
NewEdge Advisors
Louisiana
$1.04M
Osaic Holdings
16
Osaic Holdings
Arizona
$1.01M -$782K -17,650 -44%
IA
17
IFG Advisory
Georgia
$985K +$235 +5 +0%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$977K +$485K +10,311 +98%
RPC
19
Rossmore Private Capital
Connecticut
$965K -$11.8K -250 -1%
PP
20
PDS Planning
Ohio
$843K +$3.06K +65 +0.4%
WA
21
Win Advisors
Florida
$825K -$72.7K -1,547 -8%
JWWM
22
Johnson & White Wealth Management
Pennsylvania
$683K +$125K +2,651 +22%
Creative Planning
23
Creative Planning
Kansas
$656K -$213K -4,524 -24%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$522K +$3.34K +71 +0.6%
Mariner
25
Mariner
Kansas
$474K