SS Global Allocation ETFGALETF

13F holders, Q4 2024 (December 31)
60holders +8
6new positions
2sold out
1famous investor
$44.18avg. 13F price*

At the end of Q4 2024, 60 institutions reported holding SS Global Allocation ETF (GAL) in their 13F filings, up 8 from Q3 2024. 6 opened new positions and 2 sold out. The largest holders were Raymond James Financial Inc. ($24.4M), Mesirow Financial Investment Management, Inc. ($24.3M) and First Foundation Advisors ($13.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Global Allocation ETF
Filed as
SSGA ACTIVE ETF TR (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions6$3.5M
Exits2$580K

All 13F filers, Q3 2024 → Q4 2024: 226,570 shares bought and 117,548 shares sold, net +109,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Raymond James Financial Inc. 0.01% — 551,325 $24.4M
Mesirow Financial Investment Management, Inc. 0.48% Reduce -2.1% 549,790 $24.3M
First Foundation Advisors 0.52% Reduce -4.5% 314,502 $13.9M
Manske Wealth Management 4.38% — 249,813 $11.0M
LPL Financial LLC 0.00% Add +26.1% 227,619 $10.1M
Phil A. Younker & Associates, Ltd. 8.77% — 198,620 $8.8M
Bright Financial Advisors, Inc. 4.30% Reduce -3.2% 154,688 $6.8M
Bank of America Corp. 0.00% Add +117.2% 114,218 $5.0M
Wells Fargo & Company 0.00% Add +1.6% 80,305 $3.5M
Morgan Stanley 0.00% Reduce -11.5% 67,932 $3.0M
Taylor Financial Group, Inc. 1.71% Add +8.0% 55,940 $2.5M
Ascentis Independent Advisors 0.36% Reduce -56.2% 42,529 $1.9M
Hancock Whitney Corp. 0.06% Add +16.6% 41,754 $1.8M
Retireful, LLC 0.76% New 30,392 $1.3M
Golden State Wealth Management, LLC 0.18% — 26,909 $1.2M
Robinswood Financial LLC 0.42% Add +36.1% 25,367 $1.1M
NewEdge Advisors, LLC 0.01% No change 22,190 $980K
Osaic Holdings, Inc. 0.00% Add +34.9% 22,037 $974K
Ameritas Advisory Services, LLC 0.03% Reduce -4.6% 21,351 $943K
IFG Advisory, LLC 0.05% Reduce -0.5% 20,506 $906K
PDS Planning, Inc 0.08% Reduce -1.1% 20,280 $896K
Rossmore Private Capital 0.11% Reduce -3.2% 19,966 $882K
Win Advisors, Inc. 0.43% New 19,902 $879K
Susquehanna International Group, LLP 0.00% Add +19.0% 18,953 $837K
Creative Planning 0.00% Add +19.6% 18,802 $831K
PCG Wealth Advisors, LLC 0.20% Add +0.7% 12,012 $531K
Mariner, LLC 0.00% Add +2.3% 11,051 $488K
NorthCoast Asset Management LLC 0.00% Add +1.0% 10,962 $484K
Silver Oak Securities, Incorporated 0.04% New 10,306 $456K
Royal Bank of Canada 0.00% Add +1.2% 10,264 $453K
Citadel Advisors 0.00% New 9,208 $407K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.8% 8,522 $376K
Bremer Bank National Association 0.07% No change 8,254 $365K
Advisory Services Network, LLC 0.01% Reduce -41.5% 7,553 $334K
UBS Group AG 0.00% Reduce -8.0% 6,967 $308K
Cerity Partners LLC 0.00% Add +50.0% 6,674 $295K
HighTower Advisors, LLC 0.00% Reduce -12.7% 6,107 $270K
JPMorgan Chase & Co. 0.00% Add +154.8% 5,725 $253K
Wagner Wealth Management, LLC 0.06% Add +2.9% 5,529 $244K
Commonwealth Equity Services, LLC 0.00% New 5,209 $230K
Private Advisor Group, LLC 0.00% Add +14.7% 5,186 $229K
Avantax Advisory Services, Inc. 0.00% New 5,179 $229K
GGM Financial LLC 0.23% Add +2.0% 4,898 $216K
WealthShield Partners, LLC 0.03% Add +3.7% 4,119 $182K
SBI Securities Co., Ltd. 0.00% — 2,213 $98K
Larson Financial Group LLC 0.00% Add +1.1% 1,507 $67K
Wintrust Investments LLC 0.03% No change 803 $35K
Key Financial Inc 0.01% Add +56.4% 779 $34K
Marshall & Sterling Wealth Advisors Inc. 0.02% — 686 $30K
Private Trust Co. NA 0.00% No change 607 $27K
Winch Advisory Services, LLC 0.01% Add +1.1% 550 $24K
Steward Partners Investment Advisory, LLC 0.00% No change 400 $18K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 271 $12K
Global Retirement Partners, LLC 0.00% No change 250 $11K
CoreCap Advisors, LLC 0.00% No change 128 $6K
Jones Financial Companies LLLP 0.00% Add +107.3% 114 $5K
Carolinas Wealth Consulting LLC 0.00% Reduce -68.2% 107 $5K
PNC Financial Services Group, Inc. 0.00% No change 54 $2K
Cwm, LLC 0.00% No change 12 $1K
Lanark Financial, Inc. 0.02% — 3 $165

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