EB
SPYM

Eastern Bank’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Eastern Bank’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.52K Sell
97
-1,207
-93% -$103K ﹤0.01% 877
2026
Q1 		$99.8K Buy
1,304
+1,207
+1,244% +$96.5K ﹤0.01% 469
2025
Q4 		$7.78K Hold
97
– – ﹤0.01% 915
2025
Q3 		$7.6K Hold
97
– – ﹤0.01% 863
2025
Q2 		$7.05K Sell
97
-43
-31% -$2.89K ﹤0.01% 794
2025
Q1 		$9.21K Buy
140
+43
+44% +$2.97K ﹤0.01% 795
2024
Q4 		$6.69K Hold
97
– – ﹤0.01% 817
2024
Q3 		$6.55K Buy
+97
New +$6.31K ﹤0.01% 801

Other funds holding SPYM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Eastern Bank's SPYM Position: Q2 2026 in Review

Eastern Bank reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 93% in Q2 2026, selling an estimated $103K and leaving 97 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Eastern Bank first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $99.8K in Q1 2026. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Eastern Bank held 97 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.52K as of Q2 2026.
  • Eastern Bank sold 1,207 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $103K.
  • State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #877 holding.
  • Eastern Bank first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • Eastern Bank's State Street SPDR Portfolio S&P 500 ETF position peaked at $99.8K in Q1 2026.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.