Eastern Bank’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Eastern Bank’s Portfolio SPTS Stock Details SPTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$79.3K	Buy	2,766 +2,765	+276,500%	+$79.8K	﹤0.01%	552
2026 Q2	$29	Sell	1 -133	-99%	-$3.86K	﹤0.01%	1032
2026 Q1	$3.91K	Buy	134 +133	+13,300%	+$3.89K	﹤0.01%	954
2025 Q4	$29	Hold	1	–	–	﹤0.01%	1160
2025 Q3	$29	Hold	1	–	–	﹤0.01%	1004
2025 Q2	$29	Hold	1	–	–	﹤0.01%	924
2025 Q1	$29	Hold	1	–	–	﹤0.01%	981
2024 Q4	$29	Hold	1	–	–	﹤0.01%	932
2024 Q3	$29	Buy	+1	New	+$29	﹤0.01%	912

Other funds holding SPTS

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Private Wealth Group Tampa, Florida $263M AUM 10.69% 1-Year Est. Return

Eastern Bank's SPTS Position: Q3 2026 in Review

Eastern Bank increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 276,500% in Q3 2026, buying an estimated $79.8K and bringing the position to 2,766 shares worth $79.3K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Eastern Bank first reported a position in SPTS in Q3 2024 and has held it in 9 quarters since. 90 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

Eastern Bank held 2,766 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $79.3K as of Q3 2026.
Eastern Bank bought 2,765 State Street SPDR Portfolio Short Term Treasury ETF shares in Q3 2026, an estimated $79.8K.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #552 holding.
Eastern Bank first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2024 and has held it in 9 quarters since.
90 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q3 2026.

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