Eastern Bank’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Eastern Bank’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$402K	Sell	3,689 -103	-3%	-$11.8K	0.01%	304
2026 Q2	$445K	Sell	3,792 -100	-3%	-$11.7K	0.01%	292
2026 Q1	$424K	Sell	3,892 -530	-12%	-$61.9K	0.01%	290
2025 Q4	$528K	Buy	4,422 +50	+1%	+$5.93K	0.01%	257
2025 Q3	$524K	Sell	4,372 -12	-0.3%	-$1.37K	0.01%	248
2025 Q2	$476K	Sell	4,384 -500	-10%	-$51.1K	0.01%	257
2025 Q1	$482K	Sell	4,884 -264	-5%	-$28.6K	0.01%	269
2024 Q4	$577K	Buy	5,148 +1,532	+42%	+$164K	0.01%	260
2024 Q3	$362K	Buy	+3,616	New	+$338K	0.01%	314
2023 Q1	–	Sell	-3,116	Closed	-$201K	–	216
2022 Q4	$201K	Buy	+3,116	New	+$217K	0.01%	199
2018 Q1	–	Sell	-5,066	Closed	-$250K	–	216
2017 Q4	$250K	Sell	5,066 -5,804	-53%	-$273K	0.02%	188
2017 Q3	$490K	Sell	10,870 -1,090	-9%	-$49K	0.03%	141
2017 Q2	$536K	Sell	11,960 -2,056	-15%	-$92.1K	0.04%	137
2017 Q1	$616K	Sell	14,016 -378,816	-96%	-$16.2M	0.05%	132
2016 Q4	$16M	Sell	392,832 -5,596	-1%	-$226K	1.24%	24
2016 Q3	$15.9M	Sell	398,428 -2,198	-0.5%	-$88.6K	1.28%	21
2016 Q2	$15.6M	Sell	400,626 -1,188	-0.3%	-$46.7K	1.26%	25
2016 Q1	$15.9M	Sell	401,814 -55,452	-12%	-$2.07M	1.3%	27
2015 Q4	$17.9M	Buy	457,266 +3,276	+0.7%	+$130K	1.49%	20
2015 Q3	$16.9M	Buy	453,990 +9,786	+2%	+$376K	1.47%	20
2015 Q2	$17M	Buy	444,204 +8,170	+2%	+$313K	1.37%	23
2015 Q1	$16.4M	Buy	+436,034	New	+$16M	1.32%	24

Other funds holding XLY

AAG

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

BWM

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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GGS

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

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank's XLY Position: Q3 2026 in Review

Eastern Bank reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.7% in Q3 2026, selling an estimated $11.8K and leaving 3,689 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #304.

Eastern Bank first reported a position in XLY in Q1 2015 and has held it in 22 quarters since. The position peaked at $17.9M in Q4 2015. 71 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Eastern Bank held 3,689 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $402K as of Q3 2026.
Eastern Bank sold 103 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $11.8K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #304 holding.
Eastern Bank first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 22 quarters since.
Eastern Bank's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $17.9M in Q4 2015.
71 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

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