First Foundation Advisors’s State Street Global Allocation ETF GAL Stock Holding History

First Foundation Advisors’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	$11.5M	Buy	232,958 +6,130	+3%	+$310K	0.46%	41
2025 Q4	$11.2M	Sell	226,828 -89,346	-28%	-$4.43M	0.42%	44
2025 Q3	$15.5M	Sell	316,174 -3,498	-1%	-$168K	0.57%	35
2025 Q2	$15M	Sell	319,672 -2,140	-0.7%	-$96.9K	0.56%	39
2025 Q1	$14.4M	Buy	321,812 +7,310	+2%	+$330K	0.59%	38
2024 Q4	$13.9M	Sell	314,502 -14,760	-4%	-$667K	0.52%	40
2024 Q3	$15M	Buy	329,262 +35,954	+12%	+$1.59M	0.56%	42
2024 Q2	$12.7M	Buy	293,308 +19,473	+7%	+$838K	0.48%	48
2024 Q1	$11.8M	Buy	273,835 +25,809	+10%	+$1.08M	0.47%	50
2023 Q4	$10.3M	Buy	248,026 +22,817	+10%	+$893K	0.47%	54
2023 Q3	$8.6M	Buy	225,209 +33,184	+17%	+$1.32M	0.4%	61
2023 Q2	$7.68M	Sell	192,025 -5,732	-3%	-$226K	0.33%	66
2023 Q1	$7.73M	Sell	197,757 -89,859	-31%	-$3.48M	0.36%	64
2022 Q4	$10.8M	Sell	287,616 -65,478	-19%	-$2.49M	0.52%	52
2022 Q3	$12.7M	Buy	353,094 +39,072	+12%	+$1.53M	0.62%	43
2022 Q2	$12.2M	Sell	314,022 -28,050	-8%	-$1.16M	0.54%	46
2022 Q1	$15M	Buy	342,072 +45,513	+15%	+$2.01M	0.54%	48
2021 Q4	$13.7M	Buy	296,559 +44,655	+18%	+$2.09M	0.47%	53
2021 Q3	$11.5M	Buy	251,904 +40,621	+19%	+$1.89M	0.43%	55
2021 Q2	$9.72M	Buy	211,283 +44,206	+26%	+$2.01M	0.37%	59
2021 Q1	$7.34M	Buy	167,077 +101,143	+153%	+$4.42M	0.31%	59
2020 Q4	$2.82M	Buy	65,934 +8,180	+14%	+$334K	0.12%	104
2020 Q3	$2.25M	Buy	57,754 +11,691	+25%	+$454K	0.1%	111
2020 Q2	$1.7M	Buy	+46,063	New	+$1.63M	0.09%	128

Other funds holding GAL

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Foundation Advisors's GAL Position: Q1 2026 in Review

First Foundation Advisors increased its State Street Global Allocation ETF (GAL) stake by 2.7% in Q1 2026, buying an estimated $310K and bringing the position to 232,958 shares worth $11.5M. The position accounts for 0.46% of the portfolio, ranked #41.

First Foundation Advisors first reported a position in GAL in Q2 2020 and has held it in 24 quarters since. The position peaked at $15.5M in Q3 2025. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

First Foundation Advisors held 232,958 shares of State Street Global Allocation ETF worth $11.5M as of Q1 2026.
First Foundation Advisors bought 6,130 State Street Global Allocation ETF shares in Q1 2026, an estimated $310K.
State Street Global Allocation ETF made up 0.46% of First Foundation Advisors's portfolio in Q1 2026, its #41 holding.
First Foundation Advisors first reported a position in State Street Global Allocation ETF in Q2 2020 and has held it in 24 quarters since.
First Foundation Advisors's State Street Global Allocation ETF position peaked at $15.5M in Q3 2025.
72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.