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RTD Financial Advisors’s State Street Global Allocation ETF GAL Stock Holding History

RTD Financial 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
2023
Q3 		– Sell
-5,041
Closed -$202K – 100
2023
Q2 		$202K Buy
+5,041
New +$199K 0.03% 96

Other funds holding GAL

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

RTD Financial Advisors's GAL Position: Q3 2023 in Review

RTD Financial Advisors sold out of State Street Global Allocation ETF (GAL) in Q3 2023, closing a stake of 5,041 shares — an estimated $202K sold.

RTD Financial Advisors first reported a position in GAL in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 44 funds tracked by Wall St. Rank hold GAL as of Q3 2023.

  • RTD Financial Advisors reported no remaining State Street Global Allocation ETF position as of Q3 2023 after selling out during the quarter.
  • RTD Financial Advisors sold 5,041 State Street Global Allocation ETF shares in Q3 2023, an estimated $202K.
  • RTD Financial Advisors first reported a position in State Street Global Allocation ETF in Q2 2023 and held it in 1 quarter.
  • RTD Financial Advisors's State Street Global Allocation ETF position peaked at $202K in Q2 2023.
  • 44 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2023.

Based on RTD Financial Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.