Claraphi Advisory Network’s State Street Global Allocation ETF GAL Stock Holding History

Claraphi Advisory Network’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	-6,190	Closed	-$265K	–	318
2020 Q4	$265K	Sell	6,190 -600	-9%	-$24.5K	0.07%	226
2020 Q3	$264K	Sell	6,790 -7,040	-51%	-$273K	0.1%	185
2020 Q2	$510K	Sell	13,830 -6,875	-33%	-$244K	0.22%	93
2020 Q1	$678K	Buy	20,705 +660	+3%	+$24.9K	0.32%	59
2019 Q4	$803K	Sell	20,045 -2,800	-12%	-$110K	0.49%	43
2019 Q3	$881K	Buy	22,845 +6,050	+36%	+$233K	0.53%	35
2019 Q2	$643K	Buy	16,795 +15	+0.1%	+$570	0.38%	57
2019 Q1	$633K	Sell	16,780 -1,910	-10%	-$70.2K	0.4%	57
2018 Q4	$645K	Buy	18,690 +8,700	+87%	+$316K	0.49%	51
2018 Q3	$386K	Buy	9,990 +3,590	+56%	+$138K	0.22%	117
2018 Q2	$242K	Buy	+6,400	New	+$245K	0.16%	197

Other funds holding GAL

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

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

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

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 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

Claraphi Advisory Network's GAL Position: Q1 2021 in Review

Claraphi Advisory Network sold out of State Street Global Allocation ETF (GAL) in Q1 2021, closing a stake of 6,190 shares — an estimated $265K sold.

Claraphi Advisory Network first reported a position in GAL in Q2 2018 and held it in 11 quarters. The position peaked at $881K in Q3 2019. 42 funds tracked by Wall St. Rank hold GAL as of Q1 2021.

Claraphi Advisory Network reported no remaining State Street Global Allocation ETF position as of Q1 2021 after selling out during the quarter.
Claraphi Advisory Network sold 6,190 State Street Global Allocation ETF shares in Q1 2021, an estimated $265K.
Claraphi Advisory Network first reported a position in State Street Global Allocation ETF in Q2 2018 and held it in 11 quarters.
Claraphi Advisory Network's State Street Global Allocation ETF position peaked at $881K in Q3 2019.
42 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2021.

Based on Claraphi Advisory Network's 13F filing for Q1 2021, filed 30 Apr 2021.