Peapack-Gladstone Financial Corp’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,650	Closed	-$324K	–	706
2024 Q1	$324K	Sell	12,650 -3,892	-24%	-$99.5K	0.01%	556
2023 Q4	$423K	Sell	16,542 -5,409	-25%	-$135K	0.01%	515
2023 Q3	$545K	Sell	21,951 -3,746	-15%	-$95K	0.01%	461
2023 Q2	$664K	Sell	25,697 -3,174	-11%	-$83K	0.01%	438
2023 Q1	$755K	Buy	28,871 +1,399	+5%	+$36.6K	0.01%	420
2022 Q4	$708K	Sell	27,472 -3,199	-10%	-$82.5K	0.01%	417
2022 Q3	$778K	Buy	+30,671	New	+$840K	0.02%	394
2016 Q1	–	Sell	-11,750	Closed	-$321K	–	332
2015 Q4	$321K	Hold	11,750	–	–	0.02%	262
2015 Q3	$324K	Hold	11,750	–	–	0.02%	251
2015 Q2	$327K	Hold	11,750	–	–	0.02%	260
2015 Q1	$333K	Buy	+11,750	New	+$333K	0.02%	263

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peapack-Gladstone Financial Corp's SPIP Position: Q2 2024 in Review

Peapack-Gladstone Financial Corp sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2024, closing a stake of 12,650 shares — an estimated $324K sold.

Peapack-Gladstone Financial Corp first reported a position in SPIP in Q1 2015 and held it in 11 quarters. The position peaked at $778K in Q3 2022. 225 funds tracked by Wall St. Rank hold SPIP as of Q2 2024.

Peapack-Gladstone Financial Corp reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2024 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 12,650 State Street SPDR Portfolio TIPS ETF shares in Q2 2024, an estimated $324K.
Peapack-Gladstone Financial Corp first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2015 and held it in 11 quarters.
Peapack-Gladstone Financial Corp's State Street SPDR Portfolio TIPS ETF position peaked at $778K in Q3 2022.
225 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2024.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2024, filed 13 Aug 2024.