Creative Planning
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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
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
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
WA
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's GAL Position: Q1 2026 in Review

Creative Planning increased its State Street Global Allocation ETF (GAL) stake by 0.09% in Q1 2026, buying an estimated $708 and bringing the position to 16,104 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Creative Planning first reported a position in GAL in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.22M in Q2 2021. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

  • Creative Planning held 16,104 shares of State Street Global Allocation ETF worth $797K as of Q1 2026.
  • Creative Planning bought 14 State Street Global Allocation ETF shares in Q1 2026, an estimated $708.
  • State Street Global Allocation ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2645 holding.
  • Creative Planning first reported a position in State Street Global Allocation ETF in Q2 2021 and has held it in 20 quarters since.
  • Creative Planning's State Street Global Allocation ETF position peaked at $3.22M in Q2 2021.
  • 72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.