SS Global Allocation ETFGALETF

13F holders, Q2 2024 (June 30)
53holders +5
6new positions
5sold out
$43.23avg. 13F price*

At the end of Q2 2024, 53 institutions reported holding SS Global Allocation ETF (GAL) in their 13F filings, up 5 from Q1 2024. 6 opened new positions and 5 sold out. The largest holders were Mesirow Financial Investment Management, Inc. ($25.2M), Raymond James & Associates ($22.6M) and Bank of America Corp. ($17.2M).

Company
SS Global Allocation ETF
Filed as
SSGA ACTIVE ETF TR (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions6$1.4M
Exits5$1.2M

All 13F filers, Q1 2024 → Q2 2024: 71,469 shares bought and 111,945 shares sold, net −40,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 53 holders

Mesirow Financial Investment Management, Inc. 0.57% Reduce -4.1% 582,340 $25.2M
Raymond James & Associates 0.01% Reduce -4.1% 523,747 $22.6M
Bank of America Corp. 0.00% Reduce -6.6% 397,090 $17.2M
First Foundation Advisors 0.48% Add +7.1% 293,308 $12.7M
Bright Financial Advisors, Inc. 5.01% Reduce -0.6% 164,202 $7.1M
LPL Financial LLC 0.00% Add +4.5% 154,843 $6.7M
Wells Fargo & Company 0.00% Reduce -3.4% 78,809 $3.4M
Morgan Stanley 0.00% Reduce -0.7% 72,902 $3.2M
Taylor Financial Group, Inc. 1.59% Add +9.8% 47,768 $2.1M
Ascentis Independent Advisors 0.42% — 46,374 $2.0M
JPMorgan Chase & Co. 0.00% New 24,220 $1.0M
PDS Planning, Inc 0.10% Add +8.3% 22,202 $960K
NewEdge Advisors, LLC 0.01% Add +0.2% 22,156 $958K
Ameritas Advisory Services, LLC 0.04% Add +1.7% 21,940 $948K
IFG Advisory, LLC 0.06% Reduce -0.7% 21,061 $910K
Rossmore Private Capital 0.11% Reduce -1.0% 19,626 $848K
Hancock Whitney Corp. 0.03% Add +8.3% 18,701 $808K
Robinswood Financial LLC 0.26% Add +0.7% 14,951 $646K
Creative Planning 0.00% Reduce -10.3% 14,474 $626K
Osaic Holdings, Inc. 0.00% Add +2.3% 14,088 $609K
Advisory Services Network, LLC 0.01% Add +0.9% 12,899 $558K
PCG Wealth Advisors, LLC 0.23% Reduce -5.9% 12,151 $525K
UBS Group AG 0.00% Add +40.7% 10,764 $465K
Mariner, LLC 0.00% Add +3.6% 10,569 $457K
Commonwealth Equity Services, LLC 0.00% Add +9.5% 10,539 $456K
Royal Bank of Canada 0.00% Add +2.7% 9,138 $395K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.1% 9,081 $393K
Bremer Bank National Association 0.07% No change 8,254 $357K
Wintrust Investments LLC 0.03% No change 8,038 $347K
HighTower Advisors, LLC 0.00% Add +4.1% 7,526 $324K
Sanctuary Advisors, LLC 0.00% — 6,425 $272K
Wagner Wealth Management, LLC 0.07% Add +1.8% 5,477 $237K
GeoWealth Management, LLC 0.01% New 5,464 $236K
GGM Financial LLC 0.20% — 5,065 $219K
Raymond James Financial Services Advisors, Inc. 0.00% Add +5.6% 5,003 $216K
Lanark Financial, Inc. 0.01% Add +1.1% 3,695 $159K
WealthShield Partners, LLC 0.02% Add +1.6% 3,558 $154K
Lynx Investment Advisory 0.06% — 1,859 $80K
Larson Financial Group LLC 0.00% New 1,483 $64K
Private Trust Co. NA 0.00% No change 607 $26K
Winch Advisory Services, LLC 0.01% Add +0.9% 541 $23K
Key Financial Inc 0.00% Add +66.7% 430 $19K
Steward Partners Investment Advisory, LLC 0.00% No change 400 $17K
Carolinas Wealth Consulting LLC 0.00% Add +1.2% 334 $14K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 271 $12K
Global Retirement Partners, LLC 0.00% Reduce -83.9% 250 $11K
International Assets Investment Management, LLC 0.00% New 233 $10K
CoreCap Advisors, LLC 0.00% No change 128 $6K
PNC Financial Services Group, Inc. 0.00% No change 53 $2K
Cwm, LLC 0.00% Reduce -87.9% 12 $1K
CBIZ Investment Advisory Services, LLC 0.00% No change 22 $958
FMR LLC 0.00% New 17 $735
Financial Connections Group, Inc. 0.00% New 7 $0

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