SS Global Allocation ETFGALETF

13F holders, Q3 2025 (September 30)
60holders +3
8new positions
4sold out
$49.11avg. 13F price*

At the end of Q3 2025, 60 institutions reported holding SS Global Allocation ETF (GAL) in their 13F filings, up 3 from Q2 2025. 8 opened new positions and 4 sold out. The largest holders were Raymond James Financial Inc. ($26.4M), Mesirow Financial Investment Management, Inc. ($24.7M) and First Foundation Advisors ($15.5M).

Company
SS Global Allocation ETF
Filed as
SSGA ACTIVE ETF TR (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions8$2.5M
Exits4$1.4M

All 13F filers, Q2 2025 → Q3 2025: 116,833 shares bought and 157,592 shares sold, net −40,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Raymond James Financial Inc. 0.01% Add +4.1% 537,129 $26.4M
Mesirow Financial Investment Management, Inc. 0.44% Reduce -6.6% 502,702 $24.7M
First Foundation Advisors 0.57% Reduce -1.1% 316,174 $15.5M
Manske Wealth Management 3.54% Reduce -2.6% 234,992 $11.5M
Phil A. Younker & Associates, Ltd. 7.15% Reduce -1.7% 190,117 $9.3M
Bright Financial Advisors, Inc. 4.28% Add +11.6% 178,185 $8.8M
LPL Financial LLC 0.00% Reduce -20.0% 166,672 $8.2M
Wells Fargo & Company 0.00% Add +3.5% 75,898 $3.7M
Taylor Financial Group, Inc. 2.13% Add +7.9% 75,211 $3.7M
Morgan Stanley 0.00% Reduce -6.3% 64,099 $3.1M
Bank of America Corp. 0.00% Reduce -4.2% 52,692 $2.6M
Hancock Whitney Corp. 0.04% No change 48,459 $2.4M
Osaic Holdings, Inc. 0.00% Add +6.1% 47,424 $2.3M
Ascentis Independent Advisors 0.24% Reduce -20.8% 29,417 $1.4M
Ameritas Advisory Services, LLC 0.09% Add +17.3% 26,678 $1.3M
Robinswood Financial LLC 0.43% Add +0.4% 26,268 $1.3M
NewEdge Advisors, LLC 0.01% No change 22,190 $1.1M
Retireful, LLC 1.00% New 21,151 $1.0M
IFG Advisory, LLC 0.05% Add +0.0% 20,958 $1.0M
Rossmore Private Capital 0.11% Reduce -0.1% 20,516 $1.0M
Golden State Wealth Management, LLC 0.10% Reduce -31.1% 18,498 $909K
PDS Planning, Inc 0.06% Reduce -0.9% 17,763 $873K
Johnson & White Wealth Management, LLC 0.33% Add +0.6% 14,610 $718K
Creative Planning 0.00% Add +0.2% 13,993 $687K
Old National Bancorp 0.01% Add +63.0% 13,450 $661K
Busey Bank 0.02% New 13,028 $640K
Royal Bank of Canada 0.00% Reduce -39.5% 12,569 $617K
NorthCoast Asset Management LLC 0.00% Add +0.5% 11,164 $548K
Mariner, LLC 0.00% Reduce -0.3% 10,062 $494K
Brown Brothers Harriman & Co. 0.00% No change 9,706 $477K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.7% 8,275 $406K
Cetera Investment Advisers 0.00% New 7,995 $393K
Commonwealth Equity Services, LLC 0.00% Add +49.2% 7,478 $367K
Advisory Services Network, LLC 0.01% No change 7,312 $359K
UBS Group AG 0.00% No change 7,299 $359K
Kestra Advisory Services, LLC 0.00% Add +1.3% 5,907 $290K
JPMorgan Chase & Co. 0.00% Reduce -2.5% 5,628 $276K
HighTower Advisors, LLC 0.00% Add +3.8% 5,168 $254K
Cerity Partners LLC 0.00% Add +5.3% 5,125 $252K
Private Advisor Group, LLC 0.00% Add +0.5% 5,028 $247K
WealthShield Partners, LLC 0.02% Add +6.8% 4,466 $219K
Susquehanna International Group, LLP 0.00% Reduce -54.7% 4,400 $216K
Valtinson Bruner Financial Planning LLC 0.06% New 4,225 $208K
Lanark Financial, Inc. 0.02% Add +0.5% 4,062 $200K
N.E.W. Advisory Services LLC 0.01% Add +0.1% 3,044 $150K
GGM Financial LLC 0.06% New 2,511 $123K
Farther Finance Advisors, LLC 0.00% Add +311.1% 2,376 $117K
Geneos Wealth Management Inc. 0.00% New 2,100 $103K
SBI Securities Co., Ltd. 0.00% Reduce -9.0% 2,019 $99K
Larson Financial Group LLC 0.00% Add +0.6% 1,535 $75K
Key Financial Inc 0.01% Add +47.4% 1,518 $75K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +0.6% 699 $34K
Private Trust Co. NA 0.00% No change 607 $30K
Winch Advisory Services, LLC 0.01% Add +0.5% 560 $28K
Steward Partners Investment Advisory, LLC 0.00% No change 452 $22K
Jones Financial Companies LLLP 0.00% No change 136 $7K
Kings Path Partners LLC 0.00% New 100 $5K
PNC Financial Services Group, Inc. 0.00% No change 55 $3K
Cwm, LLC 0.00% No change 12 $1K
FMR LLC 0.00% New 1 $49

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