Peapack-Gladstone Financial Corp’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Sell	3,952 -4,369	-53%	-$261K	﹤0.01%	632
2026 Q1	$470K	Buy	8,321 +159	+2%	+$9.22K	0.01%	511
2025 Q4	$464K	Sell	8,162 -3,951	-33%	-$222K	0.01%	511
2025 Q3	$670K	Buy	12,113 +6,469	+115%	+$348K	0.01%	450
2025 Q2	$295K	Buy	+5,644	New	+$282K	﹤0.01%	562

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peapack-Gladstone Financial Corp's SPYV Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 53% in Q2 2026, selling an estimated $261K and leaving 3,952 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Peapack-Gladstone Financial Corp first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. The position peaked at $670K in Q3 2025. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Peapack-Gladstone Financial Corp held 3,952 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $240K as of Q2 2026.
Peapack-Gladstone Financial Corp sold 4,369 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $261K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #632 holding.
Peapack-Gladstone Financial Corp first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
Peapack-Gladstone Financial Corp's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $670K in Q3 2025.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.