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 Q3	$291K	Buy	2,847 +1,847	+185%	+$200K	﹤0.01%	345
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	$88.6K	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	$87.2K	Hold	1,000	–	–	﹤0.01%	488
2024 Q3	$86.8K	Buy	+1,000	New	+$83.7K	﹤0.01%	487

Other funds holding SLYV

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Eastern Bank's SLYV Position: Q3 2026 in Review

Eastern Bank increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 185% in Q3 2026, buying an estimated $200K and bringing the position to 2,847 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Eastern Bank first reported a position in SLYV in Q3 2024 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Eastern Bank held 2,847 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $291K as of Q3 2026.
Eastern Bank bought 1,847 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $200K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #345 holding.
Eastern Bank first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
145 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

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