Eastern Bank’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Eastern Bank’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$332K	Sell	2,093 -39	-2%	-$5.8K	0.01%	334
2026 Q1	$313K	Sell	2,132 -600	-22%	-$92.5K	0.01%	322
2025 Q4	$423K	Buy	2,732 +253	+10%	+$37.9K	0.01%	273
2025 Q3	$345K	Sell	2,479 -919	-27%	-$124K	0.01%	300
2025 Q2	$458K	Sell	3,398 -1,032	-23%	-$139K	0.01%	262
2025 Q1	$647K	Sell	4,430 -2,361	-35%	-$343K	0.01%	249
2024 Q4	$934K	Buy	6,791 +722	+12%	+$106K	0.02%	215
2024 Q3	$935K	Buy	6,069 +1,836	+43%	+$278K	0.02%	231
2024 Q2	$617K	Sell	4,233 -2,541	-38%	-$364K	0.02%	145
2024 Q1	$1M	Sell	6,774 -199,323	-97%	-$28.6M	0.04%	136
2023 Q4	$28.1M	Buy	206,097 +2,283	+1%	+$297K	1.28%	21
2023 Q3	$26.2M	Sell	203,814 -849	-0.4%	-$113K	1.3%	21
2023 Q2	$27.2M	Sell	204,663 -393	-0.2%	-$51.8K	1.29%	19
2023 Q1	$26.5M	Sell	205,056 -24,392	-11%	-$3.19M	1.33%	19
2022 Q4	$31.2M	Sell	229,448 -760	-0.3%	-$101K	1.66%	14
2022 Q3	$27.9M	Buy	230,208 +554	+0.2%	+$71.4K	1.59%	15
2022 Q2	$29.5M	Sell	229,654 -617	-0.3%	-$80.9K	1.57%	14
2022 Q1	$31.5M	Buy	230,271 +36,135	+19%	+$4.78M	1.46%	16
2021 Q4	$27.4M	Buy	194,136 +8,368	+5%	+$1.11M	1.19%	26
2021 Q3	$23.6M	Buy	185,768 +3,293	+2%	+$435K	1.14%	32
2021 Q2	$23M	Buy	+182,475	New	+$22.4M	1.13%	32
2019 Q1	–	Sell	-3,157	Closed	-$272K	–	206
2018 Q4	$272K	Sell	3,157 -865	-22%	-$78.3K	0.02%	168
2018 Q3	$382K	Sell	4,022 -2,986	-43%	-$270K	0.02%	160
2018 Q2	$585K	Sell	7,008 -4,620	-40%	-$383K	0.04%	140
2018 Q1	$947K	Sell	11,628 -218,615	-95%	-$18.6M	0.07%	128
2017 Q4	$19M	Buy	230,243 +2,662	+1%	+$219K	1.28%	23
2017 Q3	$18.6M	Buy	227,581 +472	+0.2%	+$37.9K	1.32%	22
2017 Q2	$18M	Buy	227,109 +1,779	+0.8%	+$136K	1.32%	20
2017 Q1	$16.8M	Buy	+225,330	New	+$16.4M	1.26%	21
2016 Q3	–	Sell	-5,851	Closed	-$419K	–	212
2016 Q2	$419K	Sell	5,851 -114	-2%	-$8.03K	0.03%	145
2016 Q1	$405K	Sell	5,965 -2,423	-29%	-$162K	0.03%	148
2015 Q4	$604K	Buy	8,388 +216	+3%	+$15.3K	0.05%	131
2015 Q3	$541K	Buy	8,172 +307	+4%	+$22.4K	0.05%	136
2015 Q2	$585K	Buy	7,865 +359	+5%	+$26.6K	0.05%	133
2015 Q1	$543K	Buy	7,506 +3,107	+71%	+$222K	0.04%	138
2014 Q4	$301K	Buy	4,399 +171	+4%	+$11.4K	0.02%	185
2014 Q3	$270K	Buy	4,228 +100	+2%	+$6.26K	0.02%	183
2014 Q2	$251K	Sell	4,128 -183	-4%	-$10.8K	0.02%	194
2014 Q1	$251K	Sell	4,311 -996	-19%	-$57.4K	0.02%	192
2013 Q4	$294K	Sell	5,307 -4,010	-43%	-$214K	0.03%	166
2013 Q3	$471K	Buy	9,317 +105	+1%	+$5.28K	0.04%	149
2013 Q2	$439K	Buy	+9,212	New	+$441K	0.04%	150

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

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

Eastern Bank's XLV Position: Q2 2026 in Review

Eastern Bank reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.8% in Q2 2026, selling an estimated $5.8K and leaving 2,093 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #334.

Eastern Bank first reported a position in XLV in Q2 2013 and has held it in 42 quarters since. The position peaked at $31.5M in Q1 2022. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Eastern Bank held 2,093 shares of State Street Health Care Select Sector SPDR ETF worth $332K as of Q2 2026.
Eastern Bank sold 39 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $5.8K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #334 holding.
Eastern Bank first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 42 quarters since.
Eastern Bank's State Street Health Care Select Sector SPDR ETF position peaked at $31.5M in Q1 2022.
321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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