Bank of Montreal
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Bank of Montreal’s State Street Global Allocation ETF GAL Stock Holding History

Bank of Montreal’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
2023
Q1 		– Sell
-148
Closed -$5.57K – 3928
2022
Q4 		$5.57K Hold
148
– – ﹤0.01% 3828
2022
Q3 		$6 Hold
148
– – ﹤0.01% 3911
2022
Q2 		$6 Hold
148
– – ﹤0.01% 3918
2022
Q1 		$7K Hold
148
– – ﹤0.01% 4024
2021
Q4 		$7K Hold
148
– – ﹤0.01% 3410
2021
Q3 		$7K Hold
148
– – ﹤0.01% 3730
2021
Q2 		$7K Hold
148
– – ﹤0.01% 3573
2021
Q1 		$7K Hold
148
– – ﹤0.01% 4512
2020
Q4 		$6K Hold
148
– – ﹤0.01% 4740
2020
Q3 		$6K Hold
148
– – ﹤0.01% 4342
2020
Q2 		$6K Hold
148
– – ﹤0.01% 4373
2020
Q1 		$5K Hold
148
– – ﹤0.01% 3678
2019
Q4 		$6K Hold
148
– – ﹤0.01% 4664
2019
Q3 		$6K Buy
+148
New +$5.69K ﹤0.01% 4518
2016
Q2 		– Sell
-48,552
Closed -$1.6M – 4162
2016
Q1 		$1.6M Buy
48,552
+1,552
+3% +$49.6K ﹤0.01% 1542
2015
Q4 		$1.54M Sell
47,000
-76
-0.2% -$2.56K ﹤0.01% 1521
2015
Q3 		$1.53M Sell
47,076
-2,245
-5% -$76.5K ﹤0.01% 1399
2015
Q2 		$1.71M Buy
49,321
+3,330
+7% +$119K ﹤0.01% 1447
2015
Q1 		$1.64M Buy
45,991
+5,703
+14% +$201K ﹤0.01% 1435
2014
Q4 		$1.4M Buy
40,288
+7,310
+22% +$254K ﹤0.01% 1553
2014
Q3 		$1.14M Buy
32,978
+4,054
+14% +$143K ﹤0.01% 1713
2014
Q2 		$1.03M Buy
28,924
+3,262
+13% +$114K ﹤0.01% 1739
2014
Q1 		$879K Buy
25,662
+9,727
+61% +$329K ﹤0.01% 1737
2013
Q4 		$542K Sell
15,935
-4,772
-23% -$160K ﹤0.01% 1779
2013
Q3 		$680K Buy
20,707
+7,985
+63% +$258K ﹤0.01% 1641
2013
Q2 		$398K Buy
+12,722
New +$412K ﹤0.01% 1860

Other funds holding GAL

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Bank of Montreal's GAL Position: Q1 2023 in Review

Bank of Montreal sold out of State Street Global Allocation ETF (GAL) in Q1 2023, closing a stake of 148 shares — an estimated $5.57K sold.

Bank of Montreal first reported a position in GAL in Q2 2013 and held it in 26 quarters. The position peaked at $1.71M in Q2 2015. 38 funds tracked by Wall St. Rank hold GAL as of Q1 2023.

  • Bank of Montreal reported no remaining State Street Global Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 148 State Street Global Allocation ETF shares in Q1 2023, an estimated $5.57K.
  • Bank of Montreal first reported a position in State Street Global Allocation ETF in Q2 2013 and held it in 26 quarters.
  • Bank of Montreal's State Street Global Allocation ETF position peaked at $1.71M in Q2 2015.
  • 38 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.