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 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 $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

FFA

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

BFA

Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $150M AUM 9.85% 1-Year Est. Return

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

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

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

Win Advisors's GAL Position: Q1 2026 in Review

Win Advisors opened a new position in State Street Global Allocation ETF (GAL) in Q1 2026: 181,914 shares worth $9M. The stake represents 4.12% of the portfolio and ranks #7 among its holdings. This is a return to the name: Win Advisors previously reported a position in GAL as recently as Q2 2025.

Win Advisors first reported a position in GAL in Q4 2023 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

Win Advisors held 181,914 shares of State Street Global Allocation ETF worth $9M as of Q1 2026.
State Street Global Allocation ETF was a new Win Advisors position in Q1 2026.
State Street Global Allocation ETF made up 4.12% of Win Advisors's portfolio in Q1 2026, its #7 holding.
Win Advisors first reported a position in State Street Global Allocation ETF in Q4 2023 and has held it in 5 quarters since.
72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.