Cerity Partners’s State Street Global Allocation ETF GAL Stock Holding History

Cerity Partners’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	$235K	Buy	4,751 +46	+1%	+$2.33K	﹤0.01%	2777
2025 Q4	$233K	Sell	4,705 -420	-8%	-$20.8K	﹤0.01%	2548
2025 Q3	$252K	Buy	5,125 +257	+5%	+$12.3K	﹤0.01%	2400
2025 Q2	$229K	Sell	4,868 -1,824	-27%	-$82.6K	﹤0.01%	2284
2025 Q1	$300K	Buy	6,692 +18	+0.3%	+$812	﹤0.01%	2018
2024 Q4	$295K	Buy	6,674 +2,225	+50%	+$101K	﹤0.01%	2043
2024 Q3	$203K	Buy	+4,449	New	+$197K	﹤0.01%	2315
2023 Q3	–	Sell	-5,001	Closed	-$200K	–	1517
2023 Q2	$200K	Buy	+5,001	New	+$197K	﹤0.01%	1492

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

BFA

Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 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

Cerity Partners's GAL Position: Q1 2026 in Review

Cerity Partners increased its State Street Global Allocation ETF (GAL) stake by 0.98% in Q1 2026, buying an estimated $2.33K and bringing the position to 4,751 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

Cerity Partners first reported a position in GAL in Q2 2023 and has held it in 8 quarters since. The position peaked at $300K in Q1 2025. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

Cerity Partners held 4,751 shares of State Street Global Allocation ETF worth $235K as of Q1 2026.
Cerity Partners bought 46 State Street Global Allocation ETF shares in Q1 2026, an estimated $2.33K.
State Street Global Allocation ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2777 holding.
Cerity Partners first reported a position in State Street Global Allocation ETF in Q2 2023 and has held it in 8 quarters since.
Cerity Partners's State Street Global Allocation ETF position peaked at $300K in Q1 2025.
72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.