Peapack-Gladstone Financial Corp’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.3M	Sell	397,430 -6,245	-2%	-$730K	0.55%	47
2025 Q4	$48.2M	Sell	403,675 -5,227	-1%	-$620K	0.61%	44
2025 Q3	$49M	Sell	408,902 -4,132	-1%	-$473K	0.64%	37
2025 Q2	$44.9M	Sell	413,034 -1,094	-0.3%	-$112K	0.64%	41
2025 Q1	$40.9M	Sell	414,128 -8,106	-2%	-$879K	0.61%	41
2024 Q4	$47.4M	Sell	422,234 -10,800	-2%	-$1.16M	0.69%	36
2024 Q3	$43.4M	Sell	433,034 -1,538	-0.4%	-$144K	0.63%	39
2024 Q2	$39.6M	Sell	434,572 -2,886	-0.7%	-$256K	0.61%	40
2024 Q1	$40.2M	Buy	437,458 +104	+0%	+$9.26K	0.63%	40
2023 Q4	$39.1M	Sell	437,354 -4,004	-0.9%	-$332K	0.66%	36
2023 Q3	$35.5M	Sell	441,358 -2,024	-0.5%	-$171K	0.66%	38
2023 Q2	$37.6M	Buy	443,382 +10,218	+2%	+$782K	0.67%	35
2023 Q1	$31.9M	Sell	433,164 -1,100	-0.3%	-$78.9K	0.61%	41
2022 Q4	$28M	Sell	434,264 -5,498	-1%	-$383K	0.55%	50
2022 Q3	$31.3M	Buy	439,762 +318,782	+263%	+$24.9M	0.64%	41
2022 Q2	$8.32M	Sell	120,980 -706	-0.6%	-$55.6K	0.19%	127
2022 Q1	$11.3M	Buy	121,686 +6,292	+5%	+$576K	0.22%	116
2021 Q4	$11.8M	Buy	115,394 +668	+0.6%	+$66.5K	0.22%	115
2021 Q3	$10.3M	Buy	114,726 +2,064	+2%	+$187K	0.21%	121
2021 Q2	$10.1M	Buy	112,662 +1,258	+1%	+$110K	0.24%	107
2021 Q1	$9.36M	Sell	111,404 -134	-0.1%	-$11.1K	0.24%	108
2020 Q4	$8.97M	Buy	111,538 +26,706	+31%	+$2.06M	0.27%	101
2020 Q3	$6.24M	Sell	84,832 -1,218	-1%	-$86.2K	0.23%	107
2020 Q2	$5.5M	Buy	86,050 +518	+0.6%	+$30.5K	0.22%	110
2020 Q1	$4.2M	Buy	85,532 +79,970	+1,438%	+$4.72M	0.2%	114
2019 Q4	$349K	Hold	5,562	–	–	0.01%	289
2019 Q3	$336K	Buy	5,562 +250	+5%	+$15.1K	0.01%	294
2019 Q2	$317K	Hold	5,312	–	–	0.01%	307
2019 Q1	$302K	Sell	5,312 -960	-15%	-$52.1K	0.01%	293
2018 Q4	$310K	Sell	6,272 -2,390	-28%	-$126K	0.02%	281
2018 Q3	$508K	Sell	8,662 -1,700	-16%	-$96.8K	0.02%	238
2018 Q2	$566K	Buy	10,362 +5,500	+113%	+$291K	0.03%	221
2018 Q1	$246K	Hold	4,862	–	–	0.01%	307
2017 Q4	$240K	Sell	4,862 -2,600	-35%	-$122K	0.01%	304
2017 Q3	$336K	Buy	+7,462	New	+$336K	0.02%	272

Other funds holding XLY

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Peapack-Gladstone Financial Corp reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.5% in Q1 2026, selling an estimated $730K and leaving 397,430 shares worth $43.3M. The position accounts for 0.55% of the portfolio, ranked #47.

Peapack-Gladstone Financial Corp first reported a position in XLY in Q3 2017 and has held it in 35 quarters since. The position peaked at $49M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Peapack-Gladstone Financial Corp held 397,430 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $43.3M as of Q1 2026.
Peapack-Gladstone Financial Corp sold 6,245 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $730K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.55% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #47 holding.
Peapack-Gladstone Financial Corp first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2017 and has held it in 35 quarters since.
Peapack-Gladstone Financial Corp's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $49M in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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