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

Eastern Bank’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.34K	Hold	120	–	–	﹤0.01%	952
2026 Q2	$7.3K	Hold	120	–	–	﹤0.01%	895
2026 Q1	$6.79K	Hold	120	–	–	﹤0.01%	901
2025 Q4	$6.82K	Hold	120	–	–	﹤0.01%	927
2025 Q3	$6.64K	Hold	120	–	–	﹤0.01%	878
2025 Q2	$6.28K	Hold	120	–	–	﹤0.01%	806
2025 Q1	$6.13K	Hold	120	–	–	﹤0.01%	840
2024 Q4	$6.14K	Hold	120	–	–	﹤0.01%	825
2024 Q3	$6.34K	Buy	+120	New	+$6.11K	﹤0.01%	803

Other funds holding SPYV

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

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

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

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Eastern Bank's SPYV Position: Q3 2026 in Review

Eastern Bank held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2026 at 120 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Eastern Bank first reported a position in SPYV in Q3 2024 and has held it in 9 quarters since. 302 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Eastern Bank held 120 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $7.34K as of Q3 2026.
Eastern Bank left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #952 holding.
Eastern Bank first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 9 quarters since.
302 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

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