Creative Planning’s State Street Global Allocation ETF GAL Stock Holding History

Creative Planning’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	$704K	Sell	13,327 -2,777	-17%	-$146K	﹤0.01%	2919
2026 Q1	$797K	Buy	16,104 +14	+0.1%	+$708	﹤0.01%	2645
2025 Q4	$796K	Buy	16,090 +2,097	+15%	+$104K	﹤0.01%	2469
2025 Q3	$687K	Buy	13,993 +28	+0.2%	+$1.34K	﹤0.01%	2449
2025 Q2	$656K	Sell	13,965 -4,524	-24%	-$205K	﹤0.01%	2226
2025 Q1	$829K	Sell	18,489 -313	-2%	-$14.1K	﹤0.01%	1871
2024 Q4	$831K	Buy	18,802 +3,084	+20%	+$139K	﹤0.01%	1791
2024 Q3	$716K	Buy	15,718 +1,244	+9%	+$55K	﹤0.01%	1795
2024 Q2	$626K	Sell	14,474 -1,664	-10%	-$71.7K	﹤0.01%	1774
2024 Q1	$697K	Sell	16,138 -984	-6%	-$41.2K	﹤0.01%	1601
2023 Q4	$710K	Buy	17,122 +10,066	+143%	+$394K	﹤0.01%	1464
2023 Q3	$270K	Sell	7,056 -603	-8%	-$24K	﹤0.01%	2027
2023 Q2	$306K	Buy	7,659 +7	+0.1%	+$276	﹤0.01%	1902
2023 Q1	$299K	Sell	7,652 -1,102	-13%	-$42.7K	﹤0.01%	1826
2022 Q4	$329K	Sell	8,754 -12,530	-59%	-$476K	﹤0.01%	1664
2022 Q3	$766K	Sell	21,284 -683	-3%	-$26.7K	﹤0.01%	1087
2022 Q2	$857K	Sell	21,967 -6,069	-22%	-$251K	﹤0.01%	1034
2022 Q1	$1.23M	Sell	28,036 -467	-2%	-$20.7K	﹤0.01%	891
2021 Q4	$1.31M	Sell	28,503 -2,112	-7%	-$98.7K	﹤0.01%	834
2021 Q3	$1.4M	Sell	30,615 -39,399	-56%	-$1.83M	﹤0.01%	799
2021 Q2	$3.22M	Buy	+70,014	New	+$3.19M	0.01%	520

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

Creative Planning's GAL Position: Q2 2026 in Review

Creative Planning reduced its State Street Global Allocation ETF (GAL) stake by 17% in Q2 2026, selling an estimated $146K and leaving 13,327 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

Creative Planning first reported a position in GAL in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.22M in Q2 2021. 63 funds tracked by Wall St. Rank hold GAL as of Q2 2026.

Creative Planning held 13,327 shares of State Street Global Allocation ETF worth $704K as of Q2 2026.
Creative Planning sold 2,777 State Street Global Allocation ETF shares in Q2 2026, an estimated $146K.
State Street Global Allocation ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2919 holding.
Creative Planning first reported a position in State Street Global Allocation ETF in Q2 2021 and has held it in 21 quarters since.
Creative Planning's State Street Global Allocation ETF position peaked at $3.22M in Q2 2021.
63 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.