Eastern Bank’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Eastern Bank’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$31.6K	Hold	800	–	–	﹤0.01%	712
2026 Q2	$36.3K	Hold	800	–	–	﹤0.01%	667
2026 Q1	$36.7K	Sell	800 -450	-36%	-$20.2K	﹤0.01%	620
2025 Q4	$53.4K	Hold	1,250	–	–	﹤0.01%	560
2025 Q3	$54.5K	Sell	1,250 -22	-2%	-$931	﹤0.01%	543
2025 Q2	$51.9K	Sell	1,272 -1,866	-59%	-$74.3K	﹤0.01%	541
2025 Q1	$124K	Buy	3,138 +1,538	+96%	+$60.1K	﹤0.01%	414
2024 Q4	$60.6K	Buy	1,600 +450	+39%	+$17.9K	﹤0.01%	542
2024 Q3	$46.4K	Buy	+1,150	New	+$42.7K	﹤0.01%	564
2023 Q1	–	Sell	-8,476	Closed	-$299K	–	215
2022 Q4	$299K	Buy	+8,476	New	+$288K	0.02%	177

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Eastern Bank's XLU Position: Q3 2026 in Review

Eastern Bank held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2026 at 800 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Eastern Bank first reported a position in XLU in Q4 2022 and has held it in 10 quarters since. The position peaked at $299K in Q4 2022. 77 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Eastern Bank held 800 shares of State Street Utilities Select Sector SPDR ETF worth $31.6K as of Q3 2026.
Eastern Bank left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #712 holding.
Eastern Bank first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 10 quarters since.
Eastern Bank's State Street Utilities Select Sector SPDR ETF position peaked at $299K in Q4 2022.
77 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

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