Eastern Bank’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Eastern Bank’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$56K	Hold	382	–	–	﹤0.01%	613
2026 Q2	$58.1K	Hold	382	–	–	﹤0.01%	587
2026 Q1	$55.7K	Hold	382	–	–	﹤0.01%	551
2025 Q4	$53.2K	Hold	382	–	–	﹤0.01%	562
2025 Q3	$53.5K	Hold	382	–	–	﹤0.01%	546
2025 Q2	$51.8K	Hold	382	–	–	﹤0.01%	542
2025 Q1	$51.8K	Sell	382 -138	-27%	-$18.6K	﹤0.01%	550
2024 Q4	$68.7K	Hold	520	–	–	﹤0.01%	521
2024 Q3	$73.9K	Buy	+520	New	+$70.3K	﹤0.01%	503
2015 Q1	–	Sell	-4,412	Closed	-$348K	–	220
2014 Q4	$348K	Hold	4,412	–	–	0.03%	169
2014 Q3	$330K	Hold	4,412	–	–	0.03%	167
2014 Q2	$338K	Sell	4,412 -60	-1%	-$4.5K	0.03%	166
2014 Q1	$329K	Buy	+4,472	New	+$322K	0.03%	162

Other funds holding SDY

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Eastern Bank's SDY Position: Q3 2026 in Review

Eastern Bank held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 382 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Eastern Bank first reported a position in SDY in Q1 2014 and has held it in 13 quarters since. The position peaked at $348K in Q4 2014. 57 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Eastern Bank held 382 shares of State Street SPDR S&P Dividend ETF worth $56K as of Q3 2026.
Eastern Bank left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #613 holding.
Eastern Bank first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and has held it in 13 quarters since.
Eastern Bank's State Street SPDR S&P Dividend ETF position peaked at $348K in Q4 2014.
57 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.