EASTERN BANK XLE — SPDR MUT

Ownership history in EASTERN BANK  ·  27 quarters on record

AI Ownership Summary

EASTERN BANK reported SPDR MUT (XLE) in 27 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows XLE at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EASTERN BANK's position in SPDR MUT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XLE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLE stock page EASTERN BANK fund profile EASTERN BANK full holdings
How EASTERN BANK held XLE — position size vs. price
% of Fund (quarterly)    XLE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 6,732 -55 -0.8% 0.01% $358K 2026-07-01 $52.87
2026 Q1 REDUCED 11.4% -11.9% ✅ 6,787 -871 -11.4% 0.01% $416K 2026-04-07 $59.73
2025 Q4 ADDED — — — 7,658 +3,720 +94.5% 0.01% $342K 2026-01-14 $47.41
2025 Q3 REDUCED 23.4% +0.7% ❌ 3,938 -1,204 -23.4% 0.01% $352K 2025-10-27 $43.17
2025 Q2 ADDED — — — 5,142 +41 +0.8% 0.01% $436K 2025-07-24 $42.39
2025 Q1 REDUCED 16.8% -8.5% ✅ 5,101 -1,028 -16.8% 0.01% $477K 2025-05-08 $39.25
2024 Q4 ADDED — — — 6,129 +306 +5.3% 0.01% $525K 2025-01-13 $43.07
2024 Q3 REDUCED 35.1% -2.9% ✅ 5,823 -3,152 -35.1% 0.01% $511K 2024-10-21 $42.63
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLE

As of 2026 Q2 — sorted by position size

Valor Advisors LLC 3.05% Miller Global Investments, LLC 0.0%

FAQ About EASTERN BANK and XLE

These are the practical questions this page is built to answer before you even open the full history table.

How long has EASTERN BANK reported owning XLE?

EASTERN BANK reported XLE across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported XLE position in EASTERN BANK's portfolio?

The largest reported portfolio weight for XLE was 0.01% in 2024 Q4.

What is the latest reported XLE position on this page?

The most recent filing on this page is 2026 Q2, when EASTERN BANK reported 6,732 shares, equal to 0.01% of portfolio, with an estimated market value of $358K.

What does the chart on this XLE ownership page compare?

The chart compares EASTERN BANK's quarterly XLE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EASTERN BANK time their XLE position?

Based on 13F filing dates vs. subsequent XLE price moves, EASTERN BANK correctly timed 9 out of 26 reported position changes (35%). The annualised alpha on XLE relative to SPY over the holding period was -6.4%.

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