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 Q2	$9.04M	Sell	171,020 -4,109	-2%	-$216K	3.78%	6
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 $369B AUM 28.27% 1-Year Est. Return

MFIM

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

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $148M AUM 11.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFG

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

Bright Financial Advisors's GAL Position: Q2 2026 in Review

Bright Financial Advisors reduced its State Street Global Allocation ETF (GAL) stake by 2.3% in Q2 2026, selling an estimated $216K and leaving 171,020 shares worth $9.04M. The position accounts for 3.78% of the portfolio, ranked #6.

Bright Financial Advisors first reported a position in GAL in Q1 2024 and has held it in 10 quarters since. 63 funds tracked by Wall St. Rank hold GAL as of Q2 2026.

Bright Financial Advisors held 171,020 shares of State Street Global Allocation ETF worth $9.04M as of Q2 2026.
Bright Financial Advisors sold 4,109 State Street Global Allocation ETF shares in Q2 2026, an estimated $216K.
State Street Global Allocation ETF made up 3.78% of Bright Financial Advisors's portfolio in Q2 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 10 quarters since.
63 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.