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 Q2	$533K	Buy	10,087 +5,336	+112%	+$280K	﹤0.01%	2385
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 $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

BFA

Bright Financial Advisors Portage, Michigan $239M AUM 20.04% 1-Year Est. Return

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

Cerity Partners's GAL Position: Q2 2026 in Review

Cerity Partners increased its State Street Global Allocation ETF (GAL) stake by 112% in Q2 2026, buying an estimated $280K and bringing the position to 10,087 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Cerity Partners first reported a position in GAL in Q2 2023 and has held it in 9 quarters since. 63 funds tracked by Wall St. Rank hold GAL as of Q2 2026.

Cerity Partners held 10,087 shares of State Street Global Allocation ETF worth $533K as of Q2 2026.
Cerity Partners bought 5,336 State Street Global Allocation ETF shares in Q2 2026, an estimated $280K.
State Street Global Allocation ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2385 holding.
Cerity Partners first reported a position in State Street Global Allocation ETF in Q2 2023 and has held it in 9 quarters since.
63 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.