Global Retirement Partners’s State Street Global Allocation ETF GAL Stock Holding History

Global Retirement Partners’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
2024 Q4	$11K	Hold	250	–	–	﹤0.01%	2368
2024 Q3	$11.4K	Hold	250	–	–	﹤0.01%	2245
2024 Q2	$10.8K	Sell	250 -1,300	-84%	-$56K	﹤0.01%	2286
2024 Q1	$67K	Hold	1,550	–	–	﹤0.01%	1266
2023 Q4	$63.2K	Sell	1,550 -400	-21%	-$15.7K	﹤0.01%	1258
2023 Q3	$73.4K	Buy	1,950 +650	+50%	+$25.9K	﹤0.01%	1067
2023 Q2	$52K	Hold	1,300	–	–	﹤0.01%	1250
2023 Q1	$51.1K	Hold	1,300	–	–	﹤0.01%	1228
2022 Q4	$48.8K	Hold	1,300	–	–	﹤0.01%	1094
2022 Q3	$48K	Hold	1,300	–	–	﹤0.01%	1026
2022 Q2	$51K	Hold	1,300	–	–	﹤0.01%	987
2022 Q1	$53K	Hold	1,300	–	–	﹤0.01%	975
2021 Q4	$60K	Hold	1,300	–	–	0.05%	86
2021 Q3	$59K	Hold	1,300	–	–	0.01%	795
2021 Q2	$60K	Hold	1,300	–	–	0.01%	780
2021 Q1	$57K	Hold	1,300	–	–	0.01%	738
2020 Q4	$56K	Hold	1,300	–	–	0.01%	690
2020 Q3	$51K	Buy	+1,300	New	+$50.4K	0.01%	632

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

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

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $150M AUM 9.85% 1-Year Est. Return

BFA

Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Global Retirement Partners's GAL Position: Q4 2024 in Review

Global Retirement Partners held its State Street Global Allocation ETF (GAL) position steady in Q4 2024 at 250 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

Global Retirement Partners first reported a position in GAL in Q3 2020 and has held it in 18 quarters since. The position peaked at $73.4K in Q3 2023. 60 funds tracked by Wall St. Rank hold GAL as of Q4 2024.

Global Retirement Partners held 250 shares of State Street Global Allocation ETF worth $11K as of Q4 2024.
Global Retirement Partners left its State Street Global Allocation ETF share count unchanged in Q4 2024.
State Street Global Allocation ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2368 holding.
Global Retirement Partners first reported a position in State Street Global Allocation ETF in Q3 2020 and has held it in 18 quarters since.
Global Retirement Partners's State Street Global Allocation ETF position peaked at $73.4K in Q3 2023.
60 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.