Peapack-Gladstone Financial Corp’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,800	Closed	-$229K	–	714
2022 Q4	$229K	Hold	7,800	–	–	﹤0.01%	591
2022 Q3	$228K	Sell	7,800 -9,250	-54%	-$275K	﹤0.01%	598
2022 Q2	$507K	Sell	17,050 -5,150	-23%	-$154K	0.01%	435
2022 Q1	$669K	Sell	22,200 -15,300	-41%	-$467K	0.01%	426
2021 Q4	$1.16M	Sell	37,500 -400	-1%	-$12.4K	0.02%	362
2021 Q3	$1.18M	Buy	+37,900	New	+$1.19M	0.02%	346

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peapack-Gladstone Financial Corp's SPSB Position: Q1 2023 in Review

Peapack-Gladstone Financial Corp sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2023, closing a stake of 7,800 shares — an estimated $229K sold.

Peapack-Gladstone Financial Corp first reported a position in SPSB in Q3 2021 and held it in 6 quarters. The position peaked at $1.18M in Q3 2021. 549 funds tracked by Wall St. Rank hold SPSB as of Q1 2023.

Peapack-Gladstone Financial Corp reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 7,800 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2023, an estimated $229K.
Peapack-Gladstone Financial Corp first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2021 and held it in 6 quarters.
Peapack-Gladstone Financial Corp's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.18M in Q3 2021.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2023.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2023, filed 15 May 2023.