SS Global Allocation ETFGALETF

13F holders, Q1 2024 (March 31)
48holders
$43.13avg. 13F price*

At the end of Q1 2024, 48 institutions reported holding SS Global Allocation ETF (GAL) in their 13F filings. The largest holders were Mesirow Financial Investment Management, Inc. ($26.2M), Raymond James & Associates ($23.6M) and Bank of America Corp. ($18.4M).

Company
SS Global Allocation ETF
Filed as
SSGA ACTIVE ETF TR (Q1 2024)
CUSIP
78467V400
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 48Q1 2024Q2 2024: 53Q2 2024Q3 2024: 52Q3 2024Q4 2024: 60Q4 2024Q1 2025: 58Q1 2025Q2 2025: 57Q2 2025Q3 2025: 60Q3 2025Q4 2025: 67Q4 2025Q1 2026: 72Q1 2026Q2 2026: 62Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions4$49K
Exits8$3.4M

Ownership 48 holders

Mesirow Financial Investment Management, Inc. 0.60% Reduce -0.9% 607,210 $26.2M
Raymond James & Associates 0.02% Reduce -7.0% 545,957 $23.6M
Bank of America Corp. 0.00% Reduce -16.4% 425,111 $18.4M
First Foundation Advisors 0.47% Add +10.4% 273,835 $11.8M
Bright Financial Advisors, Inc. 5.20% — 165,211 $7.0M
LPL Financial LLC 0.00% Add +1.8% 148,230 $6.4M
Wells Fargo & Company 0.00% Add +127.0% 81,547 $3.5M
Morgan Stanley 0.00% Reduce -4.0% 73,404 $3.2M
Taylor Financial Group, Inc. 1.43% Add +3.8% 43,487 $1.9M
NewEdge Advisors, LLC 0.01% Add +50.7% 22,109 $955K
Ameritas Advisory Services, LLC 0.04% Add +14.9% 21,577 $917K
IFG Advisory, LLC 0.07% No change 21,201 $916K
PDS Planning, Inc 0.09% Reduce -28.2% 20,500 $886K
Rossmore Private Capital 0.11% No change 19,826 $857K
Hancock Whitney Corp. 0.03% Reduce -24.8% 17,262 $746K
Creative Planning 0.00% Reduce -5.8% 16,138 $697K
Robinswood Financial LLC 0.27% Add +55.0% 14,843 $639K
Osaic Holdings, Inc. 0.00% Add +992.7% 13,768 $595K
PCG Wealth Advisors, LLC 0.27% Reduce -6.6% 12,917 $558K
Advisory Services Network, LLC 0.01% Add +58.9% 12,787 $553K
Mariner, LLC 0.00% Add +2.5% 10,198 $441K
Commonwealth Equity Services, LLC 0.00% Reduce -7.2% 9,625 $416K
Relative Value Partners Group, LLC 0.03% No change 9,966 $410K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.5% 9,072 $392K
Royal Bank of Canada 0.00% Add +1.4% 8,899 $385K
Bremer Bank National Association 0.07% No change 8,254 $357K
Wintrust Investments LLC 0.03% No change 8,038 $347K
UBS Group AG 0.00% Reduce -84.7% 7,650 $331K
Susquehanna International Group, LLP 0.00% Reduce -46.5% 7,321 $316K
HighTower Advisors, LLC 0.00% Reduce -11.1% 7,227 $310K
Wagner Wealth Management, LLC 0.07% Reduce -0.4% 5,378 $232K
Private Advisor Group, LLC 0.00% Reduce -3.0% 5,260 $227K
Verum Partners LLC 0.08% Reduce -4.9% 5,167 $223K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -84.9% 4,739 $205K
Lanark Financial, Inc. 0.01% Add +0.4% 3,655 $157K
WealthShield Partners, LLC 0.02% Reduce -7.4% 3,501 $151K
Global Retirement Partners, LLC 0.00% No change 1,550 $67K
Avior Wealth Management, LLC 0.00% New 724 $31K
Private Trust Co. NA 0.00% No change 607 $26K
Winch Advisory Services, LLC 0.01% Add +0.4% 536 $23K
Steward Partners Investment Advisory, LLC 0.00% No change 400 $17K
Carolinas Wealth Consulting LLC 0.00% Add +0.3% 330 $14K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 271 $12K
Key Financial Inc 0.00% New 258 $11K
CoreCap Advisors, LLC 0.00% New 128 $6K
Cwm, LLC 0.00% No change 99 $4K
PNC Financial Services Group, Inc. 0.00% Add +1.9% 53 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 22 $946

"% of holder's portfolio" is GAL's weight in each manager's 13F, not the share of SS Global Allocation ETF the manager owns.