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

Golden State 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 Q1	$717K	Sell	14,493 -2,483	-15%	-$126K	0.08%	207
2025 Q4	$839K	Sell	16,976 -1,522	-8%	-$75.5K	0.09%	179
2025 Q3	$909K	Sell	18,498 -8,363	-31%	-$401K	0.1%	155
2025 Q2	$1.26M	Sell	26,861 -108	-0.4%	-$4.89K	0.15%	117
2025 Q1	$1.21M	Buy	26,969 +60	+0.2%	+$2.71K	0.18%	102
2024 Q4	$1.19M	Buy	+26,909	New	+$1.22M	0.18%	99
2022 Q1	$337K	Buy	7,666 +739	+11%	+$32.7K	0.07%	221
2021 Q4	$319K	Buy	+6,927	New	+$324K	0.05%	278
2021 Q1	–	Sell	-15,028	Closed	-$642K	–	215
2020 Q4	$642K	Buy	+15,028	New	+$614K	0.19%	108

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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

Golden State Wealth Management's GAL Position: Q1 2026 in Review

Golden State Wealth Management reduced its State Street Global Allocation ETF (GAL) stake by 15% in Q1 2026, selling an estimated $126K and leaving 14,493 shares worth $717K. The position accounts for 0.08% of the portfolio, ranked #207.

Golden State Wealth Management first reported a position in GAL in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.26M in Q2 2025. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

Golden State Wealth Management held 14,493 shares of State Street Global Allocation ETF worth $717K as of Q1 2026.
Golden State Wealth Management sold 2,483 State Street Global Allocation ETF shares in Q1 2026, an estimated $126K.
State Street Global Allocation ETF made up 0.08% of Golden State Wealth Management's portfolio in Q1 2026, its #207 holding.
Golden State Wealth Management first reported a position in State Street Global Allocation ETF in Q4 2020 and has held it in 9 quarters since.
Golden State Wealth Management's State Street Global Allocation ETF position peaked at $1.26M in Q2 2025.
72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.