EB
XLK icon

Eastern Bank’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Eastern Bank’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.17M Sell
16,641
-657
-4% -$112K 0.05% 131
2026
Q1 		$2.3M Sell
17,298
-3,076
-15% -$433K 0.04% 155
2025
Q4 		$2.93M Buy
20,374
+3,300
+19% +$477K 0.05% 124
2025
Q3 		$2.41M Sell
17,074
-250
-1% -$33.1K 0.04% 134
2025
Q2 		$2.19M Sell
17,324
-1,448
-8% -$161K 0.04% 142
2025
Q1 		$1.94M Sell
18,772
-71,358
-79% -$8.09M 0.04% 154
2024
Q4 		$10.5M Sell
90,130
-1,564
-2% -$182K 0.19% 103
2024
Q3 		$10.4M Buy
91,694
+9,678
+12% +$1.06M 0.19% 112
2024
Q2 		$9.28M Sell
82,016
-3,954
-5% -$416K 0.37% 77
2024
Q1 		$8.95M Sell
85,970
-346,364
-80% -$35M 0.37% 78
2023
Q4 		$41.6M Sell
432,334
-45,860
-10% -$4.08M 1.89% 9
2023
Q3 		$39.2M Sell
478,194
-1,430
-0.3% -$123K 1.95% 9
2023
Q2 		$41.7M Buy
479,624
+2,102
+0.4% +$166K 1.98% 9
2023
Q1 		$36.1M Buy
477,522
+268,436
+128% +$18.5M 1.81% 7
2022
Q4 		$13M Buy
209,086
+8,524
+4% +$541K 0.69% 57
2022
Q3 		$11.9M Sell
200,562
-1,426
-0.7% -$97.3K 0.68% 56
2022
Q2 		$12.8M Sell
201,988
-1,790
-0.9% -$125K 0.68% 59
2022
Q1 		$16.2M Sell
203,778
-221,582
-52% -$17.4M 0.75% 55
2021
Q4 		$37M Buy
425,360
+10,048
+2% +$827K 1.61% 12
2021
Q3 		$31M Buy
415,312
+3,504
+0.9% +$270K 1.5% 13
2021
Q2 		$30.4M Buy
411,808
+8,330
+2% +$584K 1.49% 14
2021
Q1 		$26.8M Buy
403,478
+9,274
+2% +$612K 1.45% 17
2020
Q4 		$25.6M Sell
394,204
-14,602
-4% -$889K 1.43% 15
2020
Q3 		$23.9M Sell
408,806
-170
-0% -$9.61K 1.46% 18
2020
Q2 		$21.4M Buy
408,976
+403,350
+7,169% +$19M 1.39% 18
2020
Q1 		$226K Sell
5,626
-496
-8% -$22.6K 0.02% 161
2019
Q4 		$280K Buy
6,122
+154
+3% +$6.59K 0.02% 160
2019
Q3 		$239K Sell
5,968
-78
-1% -$3.12K 0.01% 173
2019
Q2 		$236K Sell
6,046
-318
-5% -$12.1K 0.02% 185
2019
Q1 		$235K Sell
6,364
-15,598
-71% -$534K 0.02% 182
2018
Q4 		$680K Sell
21,962
-2,828
-11% -$95.7K 0.05% 124
2018
Q3 		$934K Sell
24,790
-2,422
-9% -$88.8K 0.06% 118
2018
Q2 		$945K Sell
27,212
-13,710
-34% -$470K 0.06% 122
2018
Q1 		$1.34M Sell
40,922
-648,932
-94% -$21.8M 0.09% 117
2017
Q4 		$22.1M Sell
689,854
-2,386
-0.3% -$74.8K 1.48% 19
2017
Q3 		$20.5M Sell
692,240
-9,752
-1% -$281K 1.45% 18
2017
Q2 		$19.2M Sell
701,992
-3,388
-0.5% -$93.2K 1.41% 17
2017
Q1 		$18.8M Buy
705,380
+19,912
+3% +$513K 1.42% 16
2016
Q4 		$16.6M Sell
685,468
-11,910
-2% -$284K 1.29% 21
2016
Q3 		$16.7M Buy
697,378
+5,946
+0.9% +$138K 1.34% 19
2016
Q2 		$15M Buy
691,432
+11,278
+2% +$245K 1.21% 30
2016
Q1 		$15.1M Buy
680,154
+651,466
+2,271% +$13.5M 1.23% 30
2015
Q4 		$615K Buy
28,688
+426
+2% +$9.17K 0.05% 130
2015
Q3 		$557K Buy
28,262
+768
+3% +$15.8K 0.05% 133
2015
Q2 		$569K Buy
27,494
+2,036
+8% +$43.5K 0.05% 136
2015
Q1 		$527K Buy
+25,458
New +$531K 0.04% 139
2014
Q1 		– Sell
-30,214
Closed -$540K – 227
2013
Q4 		$540K Buy
30,214
+2,586
+9% +$43.8K 0.05% 130
2013
Q3 		$443K Buy
27,628
+726
+3% +$11.6K 0.04% 154
2013
Q2 		$411K Buy
+26,902
New +$416K 0.04% 151

Other funds holding XLK

BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return