SS Global Allocation ETFGALETF

13F holders, Q1 2025 (March 31)
58holders −2
5new positions
5sold out
$44.82avg. 13F price*

At the end of Q1 2025, 58 institutions reported holding SS Global Allocation ETF (GAL) in their 13F filings, down 2 from Q4 2024. 5 opened new positions and 5 sold out. The largest holders were Mesirow Financial Investment Management, Inc. ($24.2M), Raymond James Financial Inc. ($23.1M) and First Foundation Advisors ($14.4M).

Company
SS Global Allocation ETF
Filed as
SSGA ACTIVE ETF TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$1.1M
Exits5$1.4M

All 13F filers, Q4 2024 → Q1 2025: 74,348 shares bought and 156,514 shares sold, net −82,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 58 holders

Mesirow Financial Investment Management, Inc. 0.47% Reduce -1.7% 540,461 $24.2M
Raymond James Financial Inc. 0.01% Reduce -6.6% 514,701 $23.1M
First Foundation Advisors 0.59% Add +2.3% 321,812 $14.4M
Manske Wealth Management 4.21% Reduce -0.5% 248,497 $11.1M
LPL Financial LLC 0.00% Add +2.6% 233,616 $10.5M
Phil A. Younker & Associates, Ltd. 8.59% Reduce -2.0% 194,616 $8.7M
Bright Financial Advisors, Inc. 4.16% Reduce -2.2% 151,262 $6.8M
Wells Fargo & Company 0.00% Add +0.8% 80,930 $3.6M
Bank of America Corp. 0.00% Reduce -36.3% 72,767 $3.3M
Morgan Stanley 0.00% Reduce -0.5% 67,586 $3.0M
Taylor Financial Group, Inc. 1.92% Add +10.3% 61,710 $2.8M
Hancock Whitney Corp. 0.07% Add +7.1% 44,707 $2.0M
Osaic Holdings, Inc. 0.00% Add +83.9% 40,532 $1.8M
Ascentis Independent Advisors 0.36% Reduce -5.2% 40,314 $1.8M
Golden State Wealth Management, LLC 0.18% Add +0.2% 26,969 $1.2M
Robinswood Financial LLC 0.42% Add +0.1% 25,380 $1.1M
Retireful, LLC 1.03% Reduce -19.9% 24,349 $1.1M
NewEdge Advisors, LLC 0.01% No change 22,190 $995K
Ameritas Advisory Services, LLC 0.04% No change 21,351 $943K
IFG Advisory, LLC 0.05% Add +2.2% 20,951 $939K
Rossmore Private Capital 0.11% Add +4.1% 20,791 $932K
Win Advisors, Inc. 0.44% Reduce -4.0% 19,106 $856K
Creative Planning 0.00% Reduce -1.7% 18,489 $829K
PDS Planning, Inc 0.07% Reduce -11.9% 17,865 $801K
Johnson & White Wealth Management, LLC 0.30% New 11,874 $532K
NorthCoast Asset Management LLC 0.00% Add +0.7% 11,039 $495K
Royal Bank of Canada 0.00% Add +2.1% 10,475 $470K
Mariner, LLC 0.00% Reduce -8.7% 10,092 $452K
UBS Group AG 0.00% Add +32.8% 9,252 $415K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.0% 8,524 $382K
Bremer Bank National Association 0.07% No change 8,254 $370K
Advisory Services Network, LLC 0.01% Add +4.3% 7,880 $353K
Commonwealth Equity Services, LLC 0.00% Add +42.2% 7,409 $332K
JPMorgan Chase & Co. 0.00% Add +21.9% 6,976 $313K
Cerity Partners LLC 0.00% Add +0.3% 6,692 $300K
Wagner Wealth Management, LLC 0.06% Add +2.1% 5,643 $253K
HighTower Advisors, LLC 0.00% Reduce -10.4% 5,471 $245K
SFE Investment Counsel 0.05% New 5,287 $237K
Avantax Advisory Services, Inc. 0.00% Add +1.2% 5,241 $235K
Private Advisor Group, LLC 0.00% Reduce -3.8% 4,989 $224K
GGM Financial LLC 0.15% Reduce -2.3% 4,784 $214K
Jane Street Group, LLC 0.00% New 4,615 $207K
Susquehanna International Group, LLP 0.00% Reduce -76.0% 4,548 $204K
WealthShield Partners, LLC 0.03% Add +4.9% 4,321 $194K
Lanark Financial, Inc. 0.01% — 3,768 $168K
N.E.W. Advisory Services LLC 0.01% New 3,039 $136K
SBI Securities Co., Ltd. 0.00% Add +0.1% 2,215 $99K
Larson Financial Group LLC 0.00% Add +0.4% 1,513 $68K
Key Financial Inc 0.01% Add +15.9% 903 $40K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +0.3% 688 $31K
Private Trust Co. NA 0.00% No change 607 $27K
Winch Advisory Services, LLC 0.01% Add +0.4% 552 $25K
Steward Partners Investment Advisory, LLC 0.00% No change 400 $18K
Jones Financial Companies LLLP 0.00% Add +19.3% 136 $6K
Iron Horse Wealth Management, LLC 0.00% New 133 $6K
Carolinas Wealth Consulting LLC 0.00% No change 107 $5K
PNC Financial Services Group, Inc. 0.00% No change 54 $2K
Cwm, LLC 0.00% No change 12 $1K

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