Eastern Bank’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Eastern Bank’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$358K	Sell	6,732 -55	-0.8%	-$3.15K	0.01%	322
2026 Q1	$416K	Sell	6,787 -871	-11%	-$46.7K	0.01%	293
2025 Q4	$342K	Sell	7,658 -218	-3%	-$9.71K	0.01%	299
2025 Q3	$352K	Sell	7,876 -2,408	-23%	-$105K	0.01%	297
2025 Q2	$436K	Buy	10,284 +82	+0.8%	+$3.42K	0.01%	269
2025 Q1	$477K	Sell	10,202 -2,056	-17%	-$92.7K	0.01%	270
2024 Q4	$525K	Buy	12,258 +612	+5%	+$27.8K	0.01%	265
2024 Q3	$511K	Buy	+11,646	New	+$521K	0.01%	282
2019 Q1	–	Sell	-17,950	Closed	-$515K	–	205
2018 Q4	$515K	Sell	17,950 -508,204	-97%	-$17M	0.04%	137
2018 Q3	$19.9M	Buy	526,154 +5,790	+1%	+$217K	1.3%	23
2018 Q2	$19.8M	Buy	520,364 +20,622	+4%	+$766K	1.35%	20
2018 Q1	$16.8M	Buy	+499,742	New	+$17.7M	1.18%	29
2016 Q3	–	Sell	-8,320	Closed	-$284K	–	211
2016 Q2	$284K	Sell	8,320 -6,054	-42%	-$200K	0.02%	170
2016 Q1	$445K	Sell	14,374 -275,712	-95%	-$8M	0.04%	142
2015 Q4	$8.75M	Buy	290,086 +8,708	+3%	+$287K	0.73%	62
2015 Q3	$8.61M	Buy	281,378 +8,738	+3%	+$294K	0.75%	61
2015 Q2	$10.2M	Buy	272,640 +5,420	+2%	+$215K	0.83%	54
2015 Q1	$10.4M	Buy	+267,220	New	+$10.4M	0.83%	55

Other funds holding XLE

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Eastern Bank's XLE Position: Q2 2026 in Review

Eastern Bank reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.81% in Q2 2026, selling an estimated $3.15K and leaving 6,732 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #322.

Eastern Bank first reported a position in XLE in Q1 2015 and has held it in 18 quarters since. The position peaked at $19.9M in Q3 2018. 416 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Eastern Bank held 6,732 shares of State Street Energy Select Sector SPDR ETF worth $358K as of Q2 2026.
Eastern Bank sold 55 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.15K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #322 holding.
Eastern Bank first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and has held it in 18 quarters since.
Eastern Bank's State Street Energy Select Sector SPDR ETF position peaked at $19.9M in Q3 2018.
416 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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