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Wagner Wealth Management (South Carolina)’s State Street Global Allocation ETF GAL Stock Holding History

Wagner Wealth Management (South Carolina)’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
2025
Q3 		– Sell
-5,704
Closed -$268K – 255
2025
Q2 		$268K Buy
5,704
+61
+1% +$2.76K 0.06% 108
2025
Q1 		$253K Buy
5,643
+114
+2% +$5.14K 0.06% 99
2024
Q4 		$244K Buy
5,529
+158
+3% +$7.14K 0.06% 95
2024
Q3 		$245K Sell
5,371
-106
-2% -$4.68K 0.07% 97
2024
Q2 		$237K Buy
5,477
+99
+2% +$4.26K 0.07% 117
2024
Q1 		$232K Sell
5,378
-20
-0.4% -$838 0.07% 115
2023
Q4 		$224K Buy
5,398
+283
+6% +$11.1K 0.08% 117
2023
Q3 		$195K Buy
5,115
+210
+4% +$8.36K 0.07% 110
2023
Q2 		$196K Buy
4,905
+38
+0.8% +$1.5K 0.07% 109
2023
Q1 		$190K Sell
4,867
-1,704
-26% -$66.1K 0.09% 114
2022
Q4 		$247K Sell
6,571
-2,037
-24% -$77.5K 0.15% 100
2022
Q3 		$310K Sell
8,608
-1,717
-17% -$67.2K 0.23% 77
2022
Q2 		$403K Sell
10,325
-10,415
-50% -$431K 0.32% 60
2022
Q1 		$912K Buy
20,740
+7,479
+56% +$331K 0.64% 40
2021
Q4 		$611K Sell
13,261
-216
-2% -$10.1K 0.47% 50
2021
Q3 		$633K Sell
13,477
-2,295
-15% -$107K 0.5% 46
2021
Q2 		$726K Buy
15,772
+406
+3% +$18.5K 0.52% 52
2021
Q1 		$675K Buy
15,366
+621
+4% +$27.2K 0.53% 51
2020
Q4 		$630K Buy
+14,745
New +$602K 0.6% 50
2018
Q3 		$1.79M Sell
46,298
-4,692
-9% -$180K 1.19% 25
2018
Q2 		$1.93M Sell
50,990
-1,306
-2% -$50K 1.39% 22
2018
Q1 		$1.99M Sell
52,296
-1,368
-3% -$53.1K 1.52% 19
2017
Q4 		$2.09M Buy
+53,664
New +$2.02M 1.56% 17

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 $6.37B AUM 23.22% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
PAYA
Phil A. Younker & Associates Fairbanks, Alaska $150M AUM 9.85% 1-Year Est. Return
BFA
Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFG
Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s GAL Position: Q3 2025 in Review

Wagner Wealth Management (South Carolina) sold out of State Street Global Allocation ETF (GAL) in Q3 2025, closing a stake of 5,704 shares — an estimated $268K sold.

Wagner Wealth Management (South Carolina) first reported a position in GAL in Q4 2017 and held it in 23 quarters. The position peaked at $2.09M in Q4 2017. 60 funds tracked by Wall St. Rank hold GAL as of Q3 2025.

  • Wagner Wealth Management (South Carolina) reported no remaining State Street Global Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 5,704 State Street Global Allocation ETF shares in Q3 2025, an estimated $268K.
  • Wagner Wealth Management (South Carolina) first reported a position in State Street Global Allocation ETF in Q4 2017 and held it in 23 quarters.
  • Wagner Wealth Management (South Carolina)'s State Street Global Allocation ETF position peaked at $2.09M in Q4 2017.
  • 60 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2025.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2025, filed 21 Oct 2025.