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 Q3	$22.7K	Buy	253 +156	+161%	+$13.9K	﹤0.01%	775
2026 Q2	$8.52K	Sell	97 -1,207	-93%	-$103K	﹤0.01%	877
2026 Q1	$100K	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

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

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

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Eastern Bank's SPYM Position: Q3 2026 in Review

Eastern Bank increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 161% in Q3 2026, buying an estimated $13.9K and bringing the position to 253 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Eastern Bank first reported a position in SPYM in Q3 2024 and has held it in 9 quarters since. The position peaked at $100K in Q1 2026. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Eastern Bank held 253 shares of State Street SPDR Portfolio S&P 500 ETF worth $22.7K as of Q3 2026.
Eastern Bank bought 156 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $13.9K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #775 holding.
Eastern Bank first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's State Street SPDR Portfolio S&P 500 ETF position peaked at $100K in Q1 2026.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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