Winch Advisory Services’s State Street Global Allocation ETF GAL Stock Holding History

Winch Advisory Services’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	$28.3K	Buy	571 +4	+0.7%	+$202	0.01%	224
2025 Q4	$28K	Buy	567 +7	+1%	+$347	0.01%	219
2025 Q3	$27.5K	Buy	560 +3	+0.5%	+$144	0.01%	214
2025 Q2	$26.2K	Buy	557 +5	+0.9%	+$226	0.01%	213
2025 Q1	$24.7K	Buy	552 +2	+0.4%	+$90	0.01%	207
2024 Q4	$24.3K	Buy	550 +6	+1%	+$271	0.01%	214
2024 Q3	$24.8K	Buy	544 +3	+0.6%	+$133	0.01%	201
2024 Q2	$23.4K	Buy	541 +5	+0.9%	+$215	0.01%	198
2024 Q1	$23.1K	Buy	536 +2	+0.4%	+$84	0.01%	200
2023 Q4	$22.1K	Buy	534 +2	+0.4%	+$78	0.01%	198
2023 Q3	$20K	Buy	532 +5	+0.9%	+$199	0.01%	192
2023 Q2	$21K	Buy	527 +6	+1%	+$237	0.01%	189
2023 Q1	$20K	Buy	521 +1	+0.2%	+$39	0.01%	190
2022 Q4	$20K	Buy	520 +19	+4%	+$723	0.01%	183
2022 Q3	$18K	Buy	501 +6	+1%	+$235	0.01%	175
2022 Q2	$19K	Buy	495 +5	+1%	+$207	0.01%	179
2022 Q1	$22K	Buy	490 +1	+0.2%	+$44	0.01%	199
2021 Q4	$23K	Buy	489 +13	+3%	+$608	0.01%	190
2021 Q3	$22K	Buy	476 +2	+0.4%	+$93	0.01%	200
2021 Q2	$22K	Buy	474 +3	+0.6%	+$137	0.01%	189
2021 Q1	$21K	Buy	471 +1	+0.2%	+$44	0.01%	173
2020 Q4	$20K	Buy	470 +4	+0.9%	+$163	0.01%	162
2020 Q3	$18K	Buy	466 +2	+0.4%	+$78	0.01%	150
2020 Q2	$17K	Buy	464 +3	+0.7%	+$106	0.01%	153
2020 Q1	$15K	Buy	461 +2	+0.4%	+$76	0.01%	146
2019 Q4	$18K	Buy	459 +5	+1%	+$197	0.01%	167
2019 Q3	$17K	Buy	454 +7	+2%	+$269	0.01%	152
2019 Q2	$17K	Hold	447	–	–	0.01%	163
2019 Q1	$17K	Buy	447 +6	+1%	+$221	0.01%	159
2018 Q4	$15K	Buy	441 +2	+0.5%	+$73	0.01%	150
2018 Q3	$17K	Buy	439 +3	+0.7%	+$115	0.01%	150
2018 Q2	$16K	Buy	436 +1	+0.2%	+$38	0.01%	164
2018 Q1	$17K	Buy	+435	New	+$16.9K	0.01%	165

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 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

Winch Advisory Services's GAL Position: Q1 2026 in Review

Winch Advisory Services increased its State Street Global Allocation ETF (GAL) stake by 0.71% in Q1 2026, buying an estimated $202 and bringing the position to 571 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #224.

Winch Advisory Services first reported a position in GAL in Q1 2018 and has held it in 33 quarters since. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

Winch Advisory Services held 571 shares of State Street Global Allocation ETF worth $28.3K as of Q1 2026.
Winch Advisory Services bought 4 State Street Global Allocation ETF shares in Q1 2026, an estimated $202.
State Street Global Allocation ETF made up 0.01% of Winch Advisory Services's portfolio in Q1 2026, its #224 holding.
Winch Advisory Services first reported a position in State Street Global Allocation ETF in Q1 2018 and has held it in 33 quarters since.
72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.