Eastern Bank’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Eastern Bank’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$109K	Hold	1,000	–	–	﹤0.01%	492
2026 Q1	$94.6K	Hold	1,000	–	–	﹤0.01%	476
2025 Q4	$91K	Hold	1,000	–	–	﹤0.01%	477
2025 Q3	$88.7K	Hold	1,000	–	–	﹤0.01%	469
2025 Q2	$79.8K	Hold	1,000	–	–	﹤0.01%	480
2025 Q1	$78.4K	Hold	1,000	–	–	﹤0.01%	486
2024 Q4	$87.3K	Hold	1,000	–	–	﹤0.01%	488
2024 Q3	$86.8K	Buy	+1,000	New	+$83.7K	﹤0.01%	487

Other funds holding SLYV

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Arnold Financial Planning Hiawatha, Iowa $134M AUM

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM