Wintrust Investments’s State Street Global Allocation ETF GAL Stock Holding History

Wintrust Investments’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
2024 Q4	$35K	Hold	803	–	–	0.03%	303
2024 Q3	$36K	Sell	803 -7,235	-90%	-$320K	0.03%	362
2024 Q2	$347K	Hold	8,038	–	–	0.03%	345
2024 Q1	$347K	Hold	8,038	–	–	0.03%	346
2023 Q4	$333K	Hold	8,038	–	–	0.03%	337
2023 Q3	$307K	Hold	8,038	–	–	0.03%	328
2023 Q2	$321K	Buy	+8,038	New	+$317K	0.03%	328

Other funds holding GAL

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

MFIM

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

FFA

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

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

PAYA

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

BFA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wintrust Investments's GAL Position: Q4 2024 in Review

Wintrust Investments held its State Street Global Allocation ETF (GAL) position steady in Q4 2024 at 803 shares worth $35K. The position accounts for 0.03% of the portfolio, ranked #303.

Wintrust Investments first reported a position in GAL in Q2 2023 and has held it in 7 quarters since. The position peaked at $347K in Q2 2024. 60 funds tracked by Wall St. Rank hold GAL as of Q4 2024.

Wintrust Investments held 803 shares of State Street Global Allocation ETF worth $35K as of Q4 2024.
Wintrust Investments left its State Street Global Allocation ETF share count unchanged in Q4 2024.
State Street Global Allocation ETF made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #303 holding.
Wintrust Investments first reported a position in State Street Global Allocation ETF in Q2 2023 and has held it in 7 quarters since.
Wintrust Investments's State Street Global Allocation ETF position peaked at $347K in Q2 2024.
60 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.