Peapack-Gladstone Financial Corp’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.8M	Sell	209,301 -4,279	-2%	-$744K	0.45%	61
2026 Q1	$34.5M	Sell	213,580 -3,310	-2%	-$556K	0.44%	60
2025 Q4	$33.6M	Sell	216,890 -2,537	-1%	-$390K	0.42%	63
2025 Q3	$33.8M	Buy	219,427 +2,131	+1%	+$323K	0.44%	63
2025 Q2	$32.1M	Sell	217,296 -1,389	-0.6%	-$189K	0.45%	65
2025 Q1	$28.7M	Sell	218,685 -6,445	-3%	-$871K	0.43%	70
2024 Q4	$29.7M	Sell	225,130 -4,594	-2%	-$633K	0.43%	67
2024 Q3	$31.1M	Sell	229,724 -433	-0.2%	-$55K	0.45%	65
2024 Q2	$28M	Buy	230,157 +2,008	+0.9%	+$247K	0.43%	64
2024 Q1	$28.7M	Buy	228,149 +2,545	+1%	+$300K	0.45%	63
2023 Q4	$25.7M	Sell	225,604 -2,586	-1%	-$271K	0.43%	64
2023 Q3	$23.1M	Buy	228,190 +888	+0.4%	+$95.1K	0.43%	68
2023 Q2	$24.4M	Sell	227,302 -7,023	-3%	-$707K	0.43%	63
2023 Q1	$23.8M	Sell	234,325 -1,612	-0.7%	-$162K	0.45%	63
2022 Q4	$23.2M	Sell	235,937 -2,959	-1%	-$282K	0.46%	67
2022 Q3	$19.8M	Buy	238,896 +185,528	+348%	+$17.1M	0.4%	73
2022 Q2	$4.66M	Sell	53,368 -334	-0.6%	-$31.5K	0.11%	186
2022 Q1	$5.53M	Buy	53,702 +550	+1%	+$55.9K	0.11%	180
2021 Q4	$5.63M	Buy	53,152 +450	+0.9%	+$46.7K	0.11%	180
2021 Q3	$5.16M	Buy	52,702 +400	+0.8%	+$41.1K	0.11%	184
2021 Q2	$5.36M	Buy	52,302 +1,481	+3%	+$152K	0.13%	159
2021 Q1	$5M	Buy	50,821 +1,255	+3%	+$115K	0.13%	157
2020 Q4	$4.39M	Buy	49,566 +39,995	+418%	+$3.37M	0.13%	150
2020 Q3	$737K	Hold	9,571	–	–	0.03%	249
2020 Q2	$658K	Sell	9,571 -440	-4%	-$28.5K	0.03%	257
2020 Q1	$590K	Hold	10,011	–	–	0.03%	255
2019 Q4	$815K	Hold	10,011	–	–	0.03%	215
2019 Q3	$777K	Hold	10,011	–	–	0.03%	218
2019 Q2	$775K	Hold	10,011	–	–	0.03%	223
2019 Q1	$751K	Sell	10,011 -87	-0.9%	-$6.3K	0.03%	211
2018 Q4	$650K	Buy	10,098 +87	+0.9%	+$6.17K	0.03%	216
2018 Q3	$785K	Hold	10,011	–	–	0.04%	205
2018 Q2	$717K	Sell	10,011 -660	-6%	-$48.9K	0.04%	204
2018 Q1	$793K	Hold	10,671	–	–	0.04%	191
2017 Q4	$807K	Buy	10,671 +3,835	+56%	+$279K	0.04%	190
2017 Q3	$485K	Sell	6,836 -146	-2%	-$10K	0.03%	228
2017 Q2	$476K	Buy	6,982 +120	+2%	+$8.01K	0.03%	228
2017 Q1	$446K	Sell	6,862 -380	-5%	-$24.6K	0.03%	230
2016 Q4	$451K	Buy	7,242 +1	+0%	+$60	0.03%	215
2016 Q3	$423K	Sell	7,241 -200	-3%	-$11.6K	0.03%	222
2016 Q2	$417K	Buy	7,441 +611	+9%	+$34.1K	0.03%	223
2016 Q1	$379K	Hold	6,830	–	–	0.03%	231
2015 Q4	$362K	Buy	+6,830	New	+$366K	0.03%	245

Other funds holding XLI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2% in Q2 2026, selling an estimated $744K and leaving 209,301 shares worth $38.8M. The position accounts for 0.45% of the portfolio, ranked #61.

Peapack-Gladstone Financial Corp first reported a position in XLI in Q4 2015 and has held it in 43 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Peapack-Gladstone Financial Corp held 209,301 shares of State Street Industrial Select Sector SPDR ETF worth $38.8M as of Q2 2026.
Peapack-Gladstone Financial Corp sold 4,279 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $744K.
State Street Industrial Select Sector SPDR ETF made up 0.45% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #61 holding.
Peapack-Gladstone Financial Corp first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and has held it in 43 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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