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Peapack-Gladstone Financial Corp’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$252K Sell
3,190
-15
-0.5% -$1.24K ﹤0.01% 609
2025
Q4 		$264K Sell
3,205
-50
-2% -$4.09K ﹤0.01% 599
2025
Q3 		$263K Sell
3,255
-35
-1% -$2.72K ﹤0.01% 606
2025
Q2 		$246K Sell
3,290
-50
-1% -$3.47K ﹤0.01% 590
2025
Q1 		$227K Sell
3,340
-275
-8% -$19.7K ﹤0.01% 620
2024
Q4 		$258K Sell
3,615
-60
-2% -$4.32K ﹤0.01% 596
2024
Q3 		$257K Sell
3,675
-200
-5% -$13.5K ﹤0.01% 607
2024
Q2 		$257K Sell
3,875
-25
-0.6% -$1.6K ﹤0.01% 585
2024
Q1 		$250K Sell
3,900
-250
-6% -$15.3K ﹤0.01% 602
2023
Q4 		$243K Sell
4,150
-100
-2% -$5.46K ﹤0.01% 607
2023
Q3 		$223K Sell
4,250
-120
-3% -$6.56K ﹤0.01% 616
2023
Q2 		$238K Sell
4,370
-5,960
-58% -$307K ﹤0.01% 611
2023
Q1 		$520K Hold
10,330
– – 0.01% 476
2022
Q4 		$489K Buy
10,330
+150
+1% +$7.13K 0.01% 464
2022
Q3 		$449K Buy
+10,180
New +$498K 0.01% 471

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Peapack-Gladstone Financial Corp's SPTM Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.47% in Q1 2026, selling an estimated $1.24K and leaving 3,190 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Peapack-Gladstone Financial Corp first reported a position in SPTM in Q3 2022 and has held it in 15 quarters since. The position peaked at $520K in Q1 2023. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 3,190 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $252K as of Q1 2026.
  • Peapack-Gladstone Financial Corp sold 15 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $1.24K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #609 holding.
  • Peapack-Gladstone Financial Corp first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and has held it in 15 quarters since.
  • Peapack-Gladstone Financial Corp's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $520K in Q1 2023.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.