Bright Financial Advisors’s State Street Global Allocation ETF GAL Stock Holding History

Bright Financial Advisors’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	$8.67M	Buy	175,129 +1,581	+0.9%	+$80K	3.97%	6
2025 Q4	$8.58M	Sell	173,548 -4,637	-3%	-$230K	4.05%	6
2025 Q3	$8.75M	Buy	178,185 +18,529	+12%	+$889K	4.28%	6
2025 Q2	$7.5M	Buy	159,656 +8,394	+6%	+$380K	4.16%	7
2025 Q1	$6.78M	Sell	151,262 -3,426	-2%	-$154K	4.16%	7
2024 Q4	$6.83M	Sell	154,688 -5,144	-3%	-$233K	4.3%	6
2024 Q3	$7.28M	Sell	159,832 -4,370	-3%	-$193K	4.63%	6
2024 Q2	$7.1M	Sell	164,202 -1,009	-0.6%	-$43.4K	5.01%	6
2024 Q1	$6.96M	Buy	+165,211	New	+$6.92M	5.2%	5

Other funds holding GAL

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Bright Financial Advisors's GAL Position: Q1 2026 in Review

Bright Financial Advisors increased its State Street Global Allocation ETF (GAL) stake by 0.91% in Q1 2026, buying an estimated $80K and bringing the position to 175,129 shares worth $8.67M. The position accounts for 3.97% of the portfolio, ranked #6.

Bright Financial Advisors first reported a position in GAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.75M in Q3 2025. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

Bright Financial Advisors held 175,129 shares of State Street Global Allocation ETF worth $8.67M as of Q1 2026.
Bright Financial Advisors bought 1,581 State Street Global Allocation ETF shares in Q1 2026, an estimated $80K.
State Street Global Allocation ETF made up 3.97% of Bright Financial Advisors's portfolio in Q1 2026, its #6 holding.
Bright Financial Advisors first reported a position in State Street Global Allocation ETF in Q1 2024 and has held it in 9 quarters since.
Bright Financial Advisors's State Street Global Allocation ETF position peaked at $8.75M in Q3 2025.
72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.