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Silver Oak Securities’s State Street Global Allocation ETF GAL Stock Holding History

Silver Oak Securities’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 		$419K Buy
+8,465
New +$428K 0.03% 489
2025
Q1 		– Sell
-10,306
Closed -$456K – 674
2024
Q4 		$456K Buy
+10,306
New +$466K 0.04% 403

Other funds holding GAL

Raymond James Financial
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
WA
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silver Oak Securities's GAL Position: Q1 2026 in Review

Silver Oak Securities opened a new position in State Street Global Allocation ETF (GAL) in Q1 2026: 8,465 shares worth $419K. The stake represents 0.03% of the portfolio and ranks #489 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in GAL as recently as Q4 2024.

Silver Oak Securities first reported a position in GAL in Q4 2024 and has held it in 2 quarters since. The position peaked at $456K in Q4 2024. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

  • Silver Oak Securities held 8,465 shares of State Street Global Allocation ETF worth $419K as of Q1 2026.
  • State Street Global Allocation ETF was a new Silver Oak Securities position in Q1 2026.
  • State Street Global Allocation ETF made up 0.03% of Silver Oak Securities's portfolio in Q1 2026, its #489 holding.
  • Silver Oak Securities first reported a position in State Street Global Allocation ETF in Q4 2024 and has held it in 2 quarters since.
  • Silver Oak Securities's State Street Global Allocation ETF position peaked at $456K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.