Win Advisors’s State Street Global Allocation ETF GAL Stock Holding History

Win Advisors’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 Q2	–	Sell	-181,914	Closed	-$9M	–	89
2026 Q1	$9M	Buy	+181,914	New	+$9.2M	4.12%	7
2025 Q3	–	Sell	-17,559	Closed	-$825K	–	62
2025 Q2	$825K	Sell	17,559 -1,547	-8%	-$70K	0.4%	39
2025 Q1	$856K	Sell	19,106 -796	-4%	-$35.9K	0.44%	45
2024 Q4	$879K	Buy	+19,902	New	+$900K	0.43%	46
2024 Q1	–	Sell	-34,652	Closed	-$1.44M	–	67
2023 Q4	$1.44M	Buy	+34,652	New	+$1.36M	0.65%	30

Other funds holding GAL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

BFA

Bright Financial Advisors Portage, Michigan $239M AUM 20.04% 1-Year Est. Return

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $148M AUM 11.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Win Advisors's GAL Position: Q2 2026 in Review

Win Advisors sold out of State Street Global Allocation ETF (GAL) in Q2 2026, closing a stake of 181,914 shares — an estimated $9M sold.

Win Advisors first reported a position in GAL in Q4 2023 and held it in 5 quarters. The position peaked at $9M in Q1 2026. 62 funds tracked by Wall St. Rank hold GAL as of Q2 2026.

Win Advisors reported no remaining State Street Global Allocation ETF position as of Q2 2026 after selling out during the quarter.
Win Advisors sold 181,914 State Street Global Allocation ETF shares in Q2 2026, an estimated $9M.
Win Advisors first reported a position in State Street Global Allocation ETF in Q4 2023 and held it in 5 quarters.
Win Advisors's State Street Global Allocation ETF position peaked at $9M in Q1 2026.
62 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.