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 Q3	$11.8M	Buy	225,109 +143,439	+176%	+$7.64M	6.45%	3
2026 Q2	$4.32M	Buy	81,670 +3,144	+4%	+$165K	2.37%	9
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

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Manske Wealth Management Houston, Texas $427M AUM 20.62% 1-Year Est. Return

46 Peaks LLC Newtown, Pennsylvania $156M AUM 7.85% 1-Year Est. Return

Bright Financial Advisors Portage, Michigan $239M AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return

Taylor Financial Group's GAL Position: Q3 2026 in Review

Taylor Financial Group increased its State Street Global Allocation ETF (GAL) stake by 176% in Q3 2026, buying an estimated $7.64M and bringing the position to 225,109 shares worth $11.8M. The position accounts for 6.45% of the portfolio, ranked #3.

Taylor Financial Group first reported a position in GAL in Q4 2023 and has held it in 12 quarters since. 31 funds tracked by Wall St. Rank hold GAL as of Q3 2026.

Taylor Financial Group held 225,109 shares of State Street Global Allocation ETF worth $11.8M as of Q3 2026.
Taylor Financial Group bought 143,439 State Street Global Allocation ETF shares in Q3 2026, an estimated $7.64M.
State Street Global Allocation ETF made up 6.45% of Taylor Financial Group's portfolio in Q3 2026, its #3 holding.
Taylor Financial Group first reported a position in State Street Global Allocation ETF in Q4 2023 and has held it in 12 quarters since.
31 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2026.

Based on Taylor Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.