Taylor Financial Group’s State Street Global Allocation ETF GAL Stock Holding History

Taylor Financial Group’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	$3.89M	Buy	78,526 +3,371	+4%	+$171K	2.36%	9
2025 Q4	$3.72M	Sell	75,155 -56	-0.1%	-$2.78K	2.18%	10
2025 Q3	$3.69M	Buy	75,211 +5,529	+8%	+$265K	2.13%	11
2025 Q2	$3.27M	Buy	69,682 +7,972	+13%	+$361K	2.04%	12
2025 Q1	$2.77M	Buy	61,710 +5,770	+10%	+$260K	1.92%	13
2024 Q4	$2.47M	Buy	55,940 +4,129	+8%	+$187K	1.71%	13
2024 Q3	$2.36M	Buy	51,811 +4,043	+8%	+$179K	1.63%	13
2024 Q2	$2.07M	Buy	47,768 +4,281	+10%	+$184K	1.59%	14
2024 Q1	$1.88M	Buy	43,487 +1,597	+4%	+$66.9K	1.43%	15
2023 Q4	$1.74M	Buy	+41,890	New	+$1.64M	1.43%	15

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

Taylor Financial Group's GAL Position: Q1 2026 in Review

Taylor Financial Group increased its State Street Global Allocation ETF (GAL) stake by 4.5% in Q1 2026, buying an estimated $171K and bringing the position to 78,526 shares worth $3.89M. The position accounts for 2.36% of the portfolio, ranked #9.

Taylor Financial Group first reported a position in GAL in Q4 2023 and has held it in 10 quarters since. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

Taylor Financial Group held 78,526 shares of State Street Global Allocation ETF worth $3.89M as of Q1 2026.
Taylor Financial Group bought 3,371 State Street Global Allocation ETF shares in Q1 2026, an estimated $171K.
State Street Global Allocation ETF made up 2.36% of Taylor Financial Group's portfolio in Q1 2026, its #9 holding.
Taylor Financial Group first reported a position in State Street Global Allocation ETF in Q4 2023 and has held it in 10 quarters since.
72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on Taylor Financial Group's 13F filing for Q1 2026, filed 14 May 2026.