PDS Planning’s State Street Global Allocation ETF GAL Stock Holding History

PDS Planning’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	$809K	Sell	16,347 -1,197	-7%	-$60.6K	0.05%	174
2025 Q4	$868K	Sell	17,544 -219	-1%	-$10.9K	0.06%	157
2025 Q3	$873K	Sell	17,763 -167	-0.9%	-$8.01K	0.06%	150
2025 Q2	$843K	Buy	17,930 +65	+0.4%	+$2.94K	0.06%	150
2025 Q1	$801K	Sell	17,865 -2,415	-12%	-$109K	0.07%	136
2024 Q4	$896K	Sell	20,280 -220	-1%	-$9.95K	0.08%	105
2024 Q3	$933K	Sell	20,500 -1,702	-8%	-$75.2K	0.08%	105
2024 Q2	$960K	Buy	22,202 +1,702	+8%	+$73.3K	0.1%	89
2024 Q1	$886K	Sell	20,500 -8,068	-28%	-$338K	0.09%	91
2023 Q4	$1.18M	Sell	28,568 -12,862	-31%	-$503K	0.13%	71
2023 Q3	$1.58M	Sell	41,430 -6,615	-14%	-$263K	0.2%	58
2023 Q2	$1.92M	Sell	48,045 -11,575	-19%	-$457K	0.25%	52
2023 Q1	$2.33M	Sell	59,620 -6,889	-10%	-$267K	0.32%	45
2022 Q4	$2.5M	Sell	66,509 -3,757	-5%	-$143K	0.4%	40
2022 Q3	$2.53M	Sell	70,266 -6,082	-8%	-$238K	0.46%	36
2022 Q2	$2.98M	Sell	76,348 -7,448	-9%	-$308K	0.54%	35
2022 Q1	$3.69M	Buy	83,796 +1,028	+1%	+$45.5K	0.65%	33
2021 Q4	$3.81M	Sell	82,768 -1,506	-2%	-$70.4K	0.73%	31
2021 Q3	$3.84M	Sell	84,274 -4,261	-5%	-$198K	0.89%	28
2021 Q2	$4.07M	Buy	88,535 +886	+1%	+$40.4K	0.99%	26
2021 Q1	$3.85M	Sell	87,649 -2,997	-3%	-$131K	1.12%	25
2020 Q4	$3.87M	Sell	90,646 -1,250	-1%	-$51.1K	1.33%	21
2020 Q3	$3.58M	Sell	91,896 -3,506	-4%	-$136K	1.46%	20
2020 Q2	$3.52M	Sell	95,402 -12,031	-11%	-$426K	1.59%	18
2020 Q1	$3.52M	Buy	107,433 +17,373	+19%	+$656K	2.25%	13
2019 Q4	$3.61M	Buy	90,060 +9,653	+12%	+$380K	2.28%	12
2019 Q3	$3.1M	Buy	80,407 +12,492	+18%	+$481K	2.15%	12
2019 Q2	$2.6M	Buy	67,915 +9,847	+17%	+$374K	1.93%	16
2019 Q1	$2.19M	Buy	58,068 +1,398	+2%	+$51.4K	1.7%	18
2018 Q4	$1.96M	Buy	56,670 +32,729	+137%	+$1.19M	1.68%	18
2018 Q3	$925K	Buy	23,941 +6,243	+35%	+$239K	0.79%	29
2018 Q2	$668K	Buy	17,698 +11,773	+199%	+$451K	0.66%	33
2018 Q1	$226K	Sell	5,925 -993	-14%	-$38.5K	0.23%	57
2017 Q4	$265K	Buy	+6,918	New	+$260K	0.27%	55

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

PDS Planning's GAL Position: Q1 2026 in Review

PDS Planning reduced its State Street Global Allocation ETF (GAL) stake by 6.8% in Q1 2026, selling an estimated $60.6K and leaving 16,347 shares worth $809K. The position accounts for 0.05% of the portfolio, ranked #174.

PDS Planning first reported a position in GAL in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.07M in Q2 2021. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

PDS Planning held 16,347 shares of State Street Global Allocation ETF worth $809K as of Q1 2026.
PDS Planning sold 1,197 State Street Global Allocation ETF shares in Q1 2026, an estimated $60.6K.
State Street Global Allocation ETF made up 0.05% of PDS Planning's portfolio in Q1 2026, its #174 holding.
PDS Planning first reported a position in State Street Global Allocation ETF in Q4 2017 and has held it in 34 quarters since.
PDS Planning's State Street Global Allocation ETF position peaked at $4.07M in Q2 2021.
72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.