Western Wealth Management’s State Street Global Allocation ETF GAL Stock Holding History

Western Wealth Management’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
2022 Q4	–	Sell	-6,477	Closed	-$233K	–	671
2022 Q3	$233K	Buy	6,477 +1,227	+23%	+$48K	0.01%	710
2022 Q2	$208K	Sell	5,250 -175	-3%	-$7.25K	0.01%	729
2022 Q1	$238K	Buy	+5,425	New	+$240K	0.01%	747

Other funds holding GAL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Western Wealth Management's GAL Position: Q4 2022 in Review

Western Wealth Management sold out of State Street Global Allocation ETF (GAL) in Q4 2022, closing a stake of 6,477 shares — an estimated $233K sold.

Western Wealth Management first reported a position in GAL in Q1 2022 and held it in 3 quarters. The position peaked at $238K in Q1 2022. 40 funds tracked by Wall St. Rank hold GAL as of Q4 2022.

Western Wealth Management reported no remaining State Street Global Allocation ETF position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 6,477 State Street Global Allocation ETF shares in Q4 2022, an estimated $233K.
Western Wealth Management first reported a position in State Street Global Allocation ETF in Q1 2022 and held it in 3 quarters.
Western Wealth Management's State Street Global Allocation ETF position peaked at $238K in Q1 2022.
40 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.