Peapack-Gladstone Financial Corp’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$512K	Sell	2,015 -155	-7%	-$42.4K	0.01%	494
2025 Q4	$523K	Sell	2,170 -383	-15%	-$91K	0.01%	484
2025 Q3	$600K	Hold	2,553	–	–	0.01%	475
2025 Q2	$539K	Hold	2,553	–	–	0.01%	471
2025 Q1	$410K	Sell	2,553 -500	-16%	-$84K	0.01%	511
2024 Q4	$506K	Sell	3,053 -597	-16%	-$98.5K	0.01%	476
2024 Q3	$574K	Hold	3,650	–	–	0.01%	470
2024 Q2	$511K	Hold	3,650	–	–	0.01%	471
2024 Q1	$513K	Hold	3,650	–	–	0.01%	479
2023 Q4	$494K	Hold	3,650	–	–	0.01%	485
2023 Q3	$409K	Hold	3,650	–	–	0.01%	511
2023 Q2	$444K	Hold	3,650	–	–	0.01%	498
2023 Q1	$427K	Buy	+3,650	New	+$424K	0.01%	510

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 7.1% in Q1 2026, selling an estimated $42.4K and leaving 2,015 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #494.

Peapack-Gladstone Financial Corp first reported a position in XAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $600K in Q3 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Peapack-Gladstone Financial Corp held 2,015 shares of State Street SPDR S&P Aerospace & Defense ETF worth $512K as of Q1 2026.
Peapack-Gladstone Financial Corp sold 155 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $42.4K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #494 holding.
Peapack-Gladstone Financial Corp first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2023 and has held it in 13 quarters since.
Peapack-Gladstone Financial Corp's State Street SPDR S&P Aerospace & Defense ETF position peaked at $600K in Q3 2025.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

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