Avantax Advisory Services’s State Street Global Allocation ETF GAL Stock Holding History

Avantax Advisory Services’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
2025 Q2	$256K	Buy	5,442 +201	+4%	+$9.1K	﹤0.01%	2036
2025 Q1	$235K	Buy	5,241 +62	+1%	+$2.79K	﹤0.01%	2005
2024 Q4	$229K	Buy	+5,179	New	+$234K	﹤0.01%	1969

Other funds holding GAL

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $150M AUM 9.85% 1-Year Est. Return

BFA

Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TFG

Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's GAL Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street Global Allocation ETF (GAL) stake by 3.8% in Q2 2025, buying an estimated $9.1K and bringing the position to 5,442 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Avantax Advisory Services first reported a position in GAL in Q4 2024 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold GAL as of Q2 2025.

Avantax Advisory Services held 5,442 shares of State Street Global Allocation ETF worth $256K as of Q2 2025.
Avantax Advisory Services bought 201 State Street Global Allocation ETF shares in Q2 2025, an estimated $9.1K.
State Street Global Allocation ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2036 holding.
Avantax Advisory Services first reported a position in State Street Global Allocation ETF in Q4 2024 and has held it in 3 quarters since.
57 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.