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Wealthspire Advisors (Maryland)’s State Street Global Allocation ETF GAL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q1 		– Sell
-258
Closed -$9K – 2516
2018
Q4 		$9K Sell
258
-1,966
-88% -$71.5K ﹤0.01% 1502
2018
Q3 		$86K Sell
2,224
-1,069
-32% -$40.9K 0.01% 751
2018
Q2 		$124K Sell
3,293
-2,180
-40% -$83.5K 0.01% 617
2018
Q1 		$209K Sell
5,473
-2,042
-27% -$79.3K 0.02% 453
2017
Q4 		$288K Buy
7,515
+1,094
+17% +$41.2K 0.03% 378
2017
Q3 		$237K Buy
6,421
+515
+9% +$18.7K 0.03% 423
2017
Q2 		$210K Buy
5,906
+579
+11% +$20.4K 0.02% 437
2017
Q1 		$184K Buy
5,327
+103
+2% +$3.5K 0.03% 420
2016
Q4 		$173K Buy
5,224
+808
+18% +$26.8K 0.03% 415
2016
Q3 		$150K Buy
4,416
+807
+22% +$27.4K 0.02% 468
2016
Q2 		$120K Buy
3,609
+544
+18% +$18K 0.02% 497
2016
Q1 		$101K Buy
3,065
+373
+14% +$11.9K 0.02% 517
2015
Q4 		$88K Buy
+2,692
New +$90.6K 0.02% 556

Other funds holding GAL

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GAL Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street Global Allocation ETF (GAL) in Q1 2019, closing a stake of 258 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in GAL in Q4 2015 and held it in 13 quarters. The position peaked at $288K in Q4 2017. 45 funds tracked by Wall St. Rank hold GAL as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street Global Allocation ETF position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 258 State Street Global Allocation ETF shares in Q1 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street Global Allocation ETF in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s State Street Global Allocation ETF position peaked at $288K in Q4 2017.
  • 45 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.