Pacific Capital Wealth Advisors’s State Street Global Allocation ETF GAL Stock Holding History

Pacific Capital 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 Q1	–	Sell	-271	Closed	-$12K	–	193
2024 Q4	$12K	Hold	271	–	–	﹤0.01%	259
2024 Q3	$12.3K	Hold	271	–	–	﹤0.01%	282
2024 Q2	$11.7K	Hold	271	–	–	﹤0.01%	298
2024 Q1	$11.7K	Hold	271	–	–	﹤0.01%	220
2023 Q4	$11.2K	Buy	+271	New	+$10.6K	﹤0.01%	216
2020 Q4	–	Sell	-930	Closed	-$36K	–	107
2020 Q3	$36K	Buy	+930	New	+$36.1K	0.02%	118

Other funds holding GAL

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $150M AUM 9.85% 1-Year Est. Return

BFA

Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's GAL Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of State Street Global Allocation ETF (GAL) in Q1 2025, closing a stake of 271 shares — an estimated $12K sold.

Pacific Capital Wealth Advisors first reported a position in GAL in Q3 2020 and held it in 6 quarters. The position peaked at $36K in Q3 2020. 58 funds tracked by Wall St. Rank hold GAL as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining State Street Global Allocation ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 271 State Street Global Allocation ETF shares in Q1 2025, an estimated $12K.
Pacific Capital Wealth Advisors first reported a position in State Street Global Allocation ETF in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's State Street Global Allocation ETF position peaked at $36K in Q3 2020.
58 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.