PGFC
SPAB icon

Peapack-Gladstone Financial Corp’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,742
Closed -$319K – 642
2021
Q1 		$319K Buy
+10,742
New +$324K 0.01% 478

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Peapack-Gladstone Financial Corp's SPAB Position: Q2 2021 in Review

Peapack-Gladstone Financial Corp sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2021, closing a stake of 10,742 shares — an estimated $319K sold.

Peapack-Gladstone Financial Corp first reported a position in SPAB in Q1 2021 and held it in 1 quarter. The position peaked at $319K in Q1 2021. 354 funds tracked by Wall St. Rank hold SPAB as of Q2 2021.

  • Peapack-Gladstone Financial Corp reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 10,742 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2021, an estimated $319K.
  • Peapack-Gladstone Financial Corp first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Peapack-Gladstone Financial Corp's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $319K in Q1 2021.
  • 354 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2021.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2021, filed 16 Aug 2021.