Number of Shares
159,656.00
Current Holdings Value*
$7.50 Mil
% of Portfolio
4.16%
Total Estimate Gain
$890,512.38
% of Total Estimate Gain
12.20%

BRIGHT FINANCIAL ADVISORS, INC.'s SPDR SSgA Global Allocation ETF Holding Summary

As of 2025-06-30, BRIGHT FINANCIAL ADVISORS, INC. held 159,656.00 shares of SPDR SSgA Global Allocation ETF(GAL), totaling $7.50 Mil. This investment constitutes 4.16% of their stock portfolio, and BRIGHT FINANCIAL ADVISORS, INC. now holds 2.91% of the outstanding SPDR SSgA Global Allocation ETF(GAL) stock.

The initial trade took place in 2024Q1. And since then BRIGHT FINANCIAL ADVISORS, INC. has made 1 purchases of GAL, at an average price of $42.06, for a total of 173,605.00 shares. In addition, there have been 4 sales at an average price of $44.70 for 13,949.00 shares. Based on historical transaction data and GAL's current price of $47.41, BRIGHT FINANCIAL ADVISORS, INC.'s estimated gain on his GAL holdings is $890,512.38, reflecting a 12.20% gain to date.

BRIGHT FINANCIAL ADVISORS, INC. GAL ($47.41) Holding Chart

BRIGHT FINANCIAL ADVISORS, INC. GAL ($47.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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