AWM
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Angeles Wealth Management’s State Street Global Allocation ETF GAL Stock Holding History

Angeles Wealth Management’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$248 Sell
5
-2
-29% -$101 ﹤0.01% 524
2025
Q4 		$346 Buy
+7
New +$347 ﹤0.01% 465

Other funds holding GAL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
BFA
Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
PAYA
Phil A. Younker & Associates Fairbanks, Alaska $150M AUM 9.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Angeles Wealth Management's GAL Position: Q1 2026 in Review

Angeles Wealth Management reduced its State Street Global Allocation ETF (GAL) stake by 29% in Q1 2026, selling an estimated $101 and leaving 5 shares worth $248. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Angeles Wealth Management first reported a position in GAL in Q4 2025 and has held it in 2 quarters since. The position peaked at $346 in Q4 2025. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

  • Angeles Wealth Management held 5 shares of State Street Global Allocation ETF worth $248 as of Q1 2026.
  • Angeles Wealth Management sold 2 State Street Global Allocation ETF shares in Q1 2026, an estimated $101.
  • State Street Global Allocation ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #524 holding.
  • Angeles Wealth Management first reported a position in State Street Global Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • Angeles Wealth Management's State Street Global Allocation ETF position peaked at $346 in Q4 2025.
  • 72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.