Key Financial Inc’s State Street Global Allocation ETF GAL Stock Holding History

Key Financial Inc’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	$96.6K	Sell	1,951 -13,628	-87%	-$689K	0.02%	409
2025 Q4	$770K	Buy	15,579 +14,061	+926%	+$698K	0.14%	130
2025 Q3	$74.8K	Buy	1,518 +488	+47%	+$23.4K	0.01%	440
2025 Q2	$48.4K	Buy	1,030 +127	+14%	+$5.75K	0.01%	496
2025 Q1	$40.5K	Buy	903 +124	+16%	+$5.59K	0.01%	515
2024 Q4	$34.4K	Buy	779 +281	+56%	+$12.7K	0.01%	541
2024 Q3	$22.7K	Buy	498 +68	+16%	+$3K	0.01%	627
2024 Q2	$18.6K	Buy	430 +172	+67%	+$7.41K	﹤0.01%	648
2024 Q1	$11.1K	Buy	+258	New	+$10.8K	﹤0.01%	729

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

Key Financial Inc's GAL Position: Q1 2026 in Review

Key Financial Inc reduced its State Street Global Allocation ETF (GAL) stake by 87% in Q1 2026, selling an estimated $689K and leaving 1,951 shares worth $96.6K. The position accounts for 0.02% of the portfolio, ranked #409.

Key Financial Inc first reported a position in GAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $770K in Q4 2025. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

Key Financial Inc held 1,951 shares of State Street Global Allocation ETF worth $96.6K as of Q1 2026.
Key Financial Inc sold 13,628 State Street Global Allocation ETF shares in Q1 2026, an estimated $689K.
State Street Global Allocation ETF made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #409 holding.
Key Financial Inc first reported a position in State Street Global Allocation ETF in Q1 2024 and has held it in 9 quarters since.
Key Financial Inc's State Street Global Allocation ETF position peaked at $770K in Q4 2025.
72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.