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Burt Wealth Advisors’s State Street Global Allocation ETF GAL Stock Holding History

Burt Wealth 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
2021
Q1 		– Sell
-3,354
Closed -$143K – 192
2020
Q4 		$143K Hold
3,354
– – 0.05% 104
2020
Q3 		$131K Sell
3,354
-715
-18% -$27.7K 0.05% 103
2020
Q2 		$150K Buy
4,069
+19
+0.5% +$673 0.06% 100
2020
Q1 		$133K Sell
4,050
-36,188
-90% -$1.37M 0.06% 101
2019
Q4 		$1.61M Buy
40,238
+31
+0.1% +$1.22K 0.63% 21
2019
Q3 		$1.55M Buy
40,207
+41
+0.1% +$1.58K 0.64% 19
2019
Q2 		$1.54M Hold
40,166
– – 0.67% 17
2019
Q1 		$1.51M Buy
40,166
+33
+0.1% +$1.21K 0.68% 17
2018
Q4 		$1.39M Buy
40,133
+11
+0% +$400 0.66% 21
2018
Q3 		$1.55M Sell
40,122
-131
-0.3% -$5.02K 0.7% 15
2018
Q2 		$1.52M Sell
40,253
-341
-0.8% -$13.1K 0.73% 14
2018
Q1 		$1.55M Buy
40,594
+22
+0.1% +$854 0.79% 14
2017
Q4 		$1.55M Buy
40,572
+8
+0% +$301 0.97% 12
2017
Q3 		$1.5M Buy
40,564
+21
+0.1% +$762 0.98% 12
2017
Q2 		$1.44M Buy
40,543
+8
+0% +$283 1% 11
2017
Q1 		$1.4M Buy
40,535
+27
+0.1% +$919 1.01% 13
2016
Q4 		$1.34M Buy
40,508
+6
+0% +$199 1.19% 14
2016
Q3 		$1.38M Sell
40,502
-1,099
-3% -$37.3K 1.47% 9
2016
Q2 		$138K Buy
41,601
+37,325
+873% +$1.24M 0.15% 76
2016
Q1 		$141K Sell
4,276
-29,695
-87% -$949K 0.13% 81
2015
Q4 		$1.12M Sell
33,971
-8,196
-19% -$276K 0.89% 18
2015
Q3 		$136K Buy
42,167
+38,907
+1,193% +$1.33M 0.17% 69
2015
Q2 		$113K Buy
3,260
+1,420
+77% +$50.7K 0.12% 97
2015
Q1 		$65K Sell
1,840
-54,710
-97% -$1.93M 0.07% 122
2014
Q4 		$1.96M Buy
+56,550
New +$1.97M 2.08% 8

Other funds holding GAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 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
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Burt Wealth Advisors's GAL Position: Q1 2021 in Review

Burt Wealth Advisors sold out of State Street Global Allocation ETF (GAL) in Q1 2021, closing a stake of 3,354 shares — an estimated $143K sold.

Burt Wealth Advisors first reported a position in GAL in Q4 2014 and held it in 25 quarters. The position peaked at $1.96M in Q4 2014. 42 funds tracked by Wall St. Rank hold GAL as of Q1 2021.

  • Burt Wealth Advisors reported no remaining State Street Global Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 3,354 State Street Global Allocation ETF shares in Q1 2021, an estimated $143K.
  • Burt Wealth Advisors first reported a position in State Street Global Allocation ETF in Q4 2014 and held it in 25 quarters.
  • Burt Wealth Advisors's State Street Global Allocation ETF position peaked at $1.96M in Q4 2014.
  • 42 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.