Marshall & Sterling Wealth Advisors’s State Street Global Allocation ETF GAL Stock Holding History

Marshall & Sterling 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
2025 Q4	–	Sell	-699	Closed	-$34.3K	–	455
2025 Q3	$34.3K	Buy	699 +4	+0.6%	+$192	0.02%	214
2025 Q2	$32.6K	Buy	695 +7	+1%	+$317	0.02%	211
2025 Q1	$30.9K	Buy	688 +2	+0.3%	+$90	0.02%	214
2024 Q4	$30.3K	Buy	+686	New	+$31K	0.02%	170

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

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

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

Marshall & Sterling Wealth Advisors's GAL Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of State Street Global Allocation ETF (GAL) in Q4 2025, closing a stake of 699 shares — an estimated $34.3K sold.

Marshall & Sterling Wealth Advisors first reported a position in GAL in Q4 2024 and held it in 4 quarters. The position peaked at $34.3K in Q3 2025. 67 funds tracked by Wall St. Rank hold GAL as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining State Street Global Allocation ETF position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 699 State Street Global Allocation ETF shares in Q4 2025, an estimated $34.3K.
Marshall & Sterling Wealth Advisors first reported a position in State Street Global Allocation ETF in Q4 2024 and held it in 4 quarters.
Marshall & Sterling Wealth Advisors's State Street Global Allocation ETF position peaked at $34.3K in Q3 2025.
67 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.