Great Point Wealth Advisors’s State Street Global Allocation ETF GAL Stock Holding History

Great Point Wealth 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
2022 Q2	–	Sell	-5,008	Closed	-$220K	–	66
2022 Q1	$220K	Hold	5,008	–	–	0.07%	56
2021 Q4	$231K	Hold	5,008	–	–	0.07%	56
2021 Q3	$228K	Hold	5,008	–	–	0.08%	48
2021 Q2	$230K	Hold	5,008	–	–	0.08%	50
2021 Q1	$220K	Buy	+5,008	New	+$219K	0.08%	47

Other funds holding GAL

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

FFA

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

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Great Point Wealth Advisors's GAL Position: Q2 2022 in Review

Great Point Wealth Advisors sold out of State Street Global Allocation ETF (GAL) in Q2 2022, closing a stake of 5,008 shares — an estimated $220K sold.

Great Point Wealth Advisors first reported a position in GAL in Q1 2021 and held it in 5 quarters. The position peaked at $231K in Q4 2021. 38 funds tracked by Wall St. Rank hold GAL as of Q2 2022.

Great Point Wealth Advisors reported no remaining State Street Global Allocation ETF position as of Q2 2022 after selling out during the quarter.
Great Point Wealth Advisors sold 5,008 State Street Global Allocation ETF shares in Q2 2022, an estimated $220K.
Great Point Wealth Advisors first reported a position in State Street Global Allocation ETF in Q1 2021 and held it in 5 quarters.
Great Point Wealth Advisors's State Street Global Allocation ETF position peaked at $231K in Q4 2021.
38 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2022.

Based on Great Point Wealth Advisors's 13F filing for Q2 2022, filed 25 Aug 2022.