Ducere Wealth Management’s State Street Global Allocation ETF GAL Stock Holding History

Ducere Wealth Management’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	–	Sell	-6,151	Closed	-$304K	–	140
2026 Q1	$304K	Sell	6,151 -371	-6%	-$18.8K	0.12%	97
2025 Q4	$323K	Buy	+6,522	New	+$324K	0.12%	98

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

Ducere Wealth Management's GAL Position: Q2 2026 in Review

Ducere Wealth Management sold out of State Street Global Allocation ETF (GAL) in Q2 2026, closing a stake of 6,151 shares — an estimated $304K sold.

Ducere Wealth Management first reported a position in GAL in Q4 2025 and held it in 2 quarters. The position peaked at $323K in Q4 2025. 63 funds tracked by Wall St. Rank hold GAL as of Q2 2026.

Ducere Wealth Management reported no remaining State Street Global Allocation ETF position as of Q2 2026 after selling out during the quarter.
Ducere Wealth Management sold 6,151 State Street Global Allocation ETF shares in Q2 2026, an estimated $304K.
Ducere Wealth Management first reported a position in State Street Global Allocation ETF in Q4 2025 and held it in 2 quarters.
Ducere Wealth Management's State Street Global Allocation ETF position peaked at $323K in Q4 2025.
63 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.