GAL β€” SPDR SSgA Global Allocation ET

Ownership history in FIRST FOUNDATION ADVISORS  Β·  23 quarters on record

This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS reported a position in SPDR SSgA Global Allocation ET (GAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.62% (2022 Q3)
πŸ“Š Avg. % of fund
0.43%
πŸ“… First filed
2020 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
23

Position Intelligence

FIRST FOUNDATION ADVISORS Γ— GAL AI Analytics

πŸ“‰ FIRST FOUNDATION ADVISORS underperformed the S&P 500 by –7.4% annually on this GAL position. Timing score: 59% (13/22 decisions correct). Average cost basis: $37.06. Maximum drawdown during holding period: –20.0%.

πŸ“ˆ Position Alpha vs SPY
-7.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 7.4% ann.
22 quarters analyzed

⏱️ Timing Score
59%

βœ… Decent timing β€” more right than wrong on entries and exits.
13 of 22 add/trim decisions correct

πŸ’° Entry Quality
$37.06
+33.4% vs current ($49.45)

Best entry: $30.02 (2020 Q2)  Β·  Worst: $43.50 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–20.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
65%
buy-side decisions

15 adds Β· 8 trims. Bought during 4 of 6 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.42% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GAL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 226,828 -89,346 -28.3% 0.42% $11.2M $49.45
2025 Q3 REDUCED 316,174 -3,498 -1.1% 0.57% $15.5M $48.32
2025 Q2 REDUCED 319,672 -2,140 -0.7% 0.56% $15.0M $45.97
2025 Q1 ADDED 321,812 +7,310 +2.3% 0.59% $14.4M $43.44
2024 Q4 REDUCED 314,502 -14,760 -4.5% 0.52% $13.9M $42.65
2024 Q3 ADDED 329,262 +35,954 +12.3% 0.56% $15.0M $43.50
2024 Q2 ADDED 293,308 +19,473 +7.1% 0.48% $12.7M $41.09
2024 Q1 ADDED 273,835 +25,809 +10.4% 0.47% $11.8M $40.62
2023 Q4 ADDED 248,026 +22,817 +10.1% 0.47% $10.3M $38.82
2023 Q3 ADDED 225,209 +33,184 +17.3% 0.40% $8.6M $35.67
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding GAL

As of 2025 Q4 β€” sorted by position size

46 Peaks LLC 6.2% BRIGHT FINANCIAL ADVISORS, INC. 4.05% Taylor Financial Group, Inc. 2.18% Retireful, LLC 3Y 0.48% Mesirow Financial Investment Management, Inc. 3Y 7Y 0.38% Advocate Investing Services LLC 0.36% Johnson & White Wealth Management, LLC 3Y 0.29% Key FInancial Inc 3Y 0.14% Ducere Wealth Management LLC 0.13% Rossmore Private Capital 3Y 7Y 0.09%
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