Jones Financial Companies’s State Street Global Allocation ETF GAL Stock Holding History

Jones Financial Companies’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	$97.3K	Hold	2,003	–	–	﹤0.01%	2686
2025 Q4	$99.1K	Buy	2,003 +1,867	+1,373%	+$92.7K	﹤0.01%	2221
2025 Q3	$6.65K	Hold	136	–	–	﹤0.01%	3254
2025 Q2	$6.36K	Hold	136	–	–	﹤0.01%	3055
2025 Q1	$6.1K	Buy	136 +22	+19%	+$992	﹤0.01%	2892
2024 Q4	$5.04K	Buy	114 +59	+107%	+$2.67K	﹤0.01%	2751
2024 Q3	$2.51K	Buy	+55	New	+$2.43K	﹤0.01%	2623

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 $6.37B AUM 23.22% 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

Jones Financial Companies's GAL Position: Q1 2026 in Review

Jones Financial Companies held its State Street Global Allocation ETF (GAL) position steady in Q1 2026 at 2,003 shares worth $97.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

Jones Financial Companies first reported a position in GAL in Q3 2024 and has held it in 7 quarters since. The position peaked at $99.1K in Q4 2025. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

Jones Financial Companies held 2,003 shares of State Street Global Allocation ETF worth $97.3K as of Q1 2026.
Jones Financial Companies left its State Street Global Allocation ETF share count unchanged in Q1 2026.
State Street Global Allocation ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2686 holding.
Jones Financial Companies first reported a position in State Street Global Allocation ETF in Q3 2024 and has held it in 7 quarters since.
Jones Financial Companies's State Street Global Allocation ETF position peaked at $99.1K in Q4 2025.
72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.