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Simplicity Solutions’s State Street Global Allocation ETF GAL Stock Holding History

Simplicity Solutions’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
Q4 		$621K Sell
14,975
-323
-2% -$12.6K 0.02% 592
2023
Q3 		$585K Buy
15,298
+5,071
+50% +$202K 0.02% 560
2023
Q2 		$409K Buy
+10,227
New +$404K 0.01% 727

Other funds holding GAL

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TFG
Taylor Financial Group Roanoke, Virginia $165M AUM 17.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simplicity Solutions's GAL Position: Q4 2023 in Review

Simplicity Solutions reduced its State Street Global Allocation ETF (GAL) stake by 2.1% in Q4 2023, selling an estimated $12.6K and leaving 14,975 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #592.

Simplicity Solutions first reported a position in GAL in Q2 2023 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold GAL as of Q4 2023.

  • Simplicity Solutions held 14,975 shares of State Street Global Allocation ETF worth $621K as of Q4 2023.
  • Simplicity Solutions sold 323 State Street Global Allocation ETF shares in Q4 2023, an estimated $12.6K.
  • State Street Global Allocation ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #592 holding.
  • Simplicity Solutions first reported a position in State Street Global Allocation ETF in Q2 2023 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.