Crews Bank & Trust’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Crews Bank & Trust’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.47K	Hold	75	–	–	﹤0.01%	557
2026 Q1	$7.57K	Hold	75	–	–	﹤0.01%	561
2025 Q4	$7.37K	Hold	75	–	–	﹤0.01%	540
2025 Q3	$7.52K	Hold	75	–	–	﹤0.01%	540
2025 Q2	$7.23K	Hold	75	–	–	﹤0.01%	543
2025 Q1	$7.43K	Hold	75	–	–	﹤0.01%	533
2024 Q4	$7.42K	Buy	+75	New	+$7.81K	﹤0.01%	526

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crews Bank & Trust's RWR Position: Q2 2026 in Review

Crews Bank & Trust held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 75 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Crews Bank & Trust first reported a position in RWR in Q4 2024 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Crews Bank & Trust held 75 shares of State Street SPDR Dow Jones REIT ETF worth $8.47K as of Q2 2026.
Crews Bank & Trust left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #557 holding.
Crews Bank & Trust first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2024 and has held it in 7 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.