Phil A. Younker & Associates’s State Street Global Allocation ETF GAL Stock Holding History

Phil A. Younker & Associates’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	$8.65M	Sell	163,610 -1,085	-0.7%	-$57K	5.83%	6
2026 Q1	$8.15M	Sell	164,695 -4,768	-3%	-$241K	5.44%	6
2025 Q4	$8.38M	Sell	169,463 -20,654	-11%	-$1.03M	5.84%	5
2025 Q3	$9.34M	Sell	190,117 -3,231	-2%	-$155K	7.15%	5
2025 Q2	$9.09M	Sell	193,348 -1,268	-0.7%	-$57.4K	8.96%	3
2025 Q1	$8.72M	Sell	194,616 -4,004	-2%	-$181K	8.59%	4
2024 Q4	$8.78M	Buy	+198,620	New	+$8.98M	8.77%	4

Other funds holding GAL

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

MFIM

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

FFA

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

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

TFG

Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return

Phil A. Younker & Associates's GAL Position: Q2 2026 in Review

Phil A. Younker & Associates reduced its State Street Global Allocation ETF (GAL) stake by 0.66% in Q2 2026, selling an estimated $57K and leaving 163,610 shares worth $8.65M. The position accounts for 5.83% of the portfolio, ranked #6.

Phil A. Younker & Associates first reported a position in GAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.34M in Q3 2025. 63 funds tracked by Wall St. Rank hold GAL as of Q2 2026.

Phil A. Younker & Associates held 163,610 shares of State Street Global Allocation ETF worth $8.65M as of Q2 2026.
Phil A. Younker & Associates sold 1,085 State Street Global Allocation ETF shares in Q2 2026, an estimated $57K.
State Street Global Allocation ETF made up 5.83% of Phil A. Younker & Associates's portfolio in Q2 2026, its #6 holding.
Phil A. Younker & Associates first reported a position in State Street Global Allocation ETF in Q4 2024 and has held it in 7 quarters since.
Phil A. Younker & Associates's State Street Global Allocation ETF position peaked at $9.34M in Q3 2025.
63 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.