N.E.W. Advisory Services’s State Street Global Allocation ETF GAL Stock Holding History

N.E.W. Advisory Services’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 Q2	$183K	Buy	3,467 +3	+0.1%	+$158	0.01%	227
2026 Q1	$171K	Buy	3,464 +7	+0.2%	+$354	0.01%	226
2025 Q4	$171K	Buy	3,457 +413	+14%	+$20.5K	0.01%	219
2025 Q3	$150K	Buy	3,044 +2	+0.1%	+$96	0.01%	213
2025 Q2	$143K	Buy	3,042 +3	+0.1%	+$136	0.01%	214
2025 Q1	$136K	Buy	+3,039	New	+$137K	0.01%	242

Other funds holding GAL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

BFA

Bright Financial Advisors Portage, Michigan $239M AUM 20.04% 1-Year Est. Return

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $148M AUM 11.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

N.E.W. Advisory Services's GAL Position: Q2 2026 in Review

N.E.W. Advisory Services increased its State Street Global Allocation ETF (GAL) stake by 0.09% in Q2 2026, buying an estimated $158 and bringing the position to 3,467 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #227.

N.E.W. Advisory Services first reported a position in GAL in Q1 2025 and has held it in 6 quarters since. 62 funds tracked by Wall St. Rank hold GAL as of Q2 2026.

N.E.W. Advisory Services held 3,467 shares of State Street Global Allocation ETF worth $183K as of Q2 2026.
N.E.W. Advisory Services bought 3 State Street Global Allocation ETF shares in Q2 2026, an estimated $158.
State Street Global Allocation ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #227 holding.
N.E.W. Advisory Services first reported a position in State Street Global Allocation ETF in Q1 2025 and has held it in 6 quarters since.
62 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.