Eastern Bank’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Eastern Bank’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	$219K	Hold	1,938	–	–	﹤0.01%	380
2026 Q1	$196K	Sell	1,938 -287	-13%	-$29.6K	﹤0.01%	376
2025 Q4	$219K	Hold	2,225	–	–	﹤0.01%	355
2025 Q3	$223K	Hold	2,225	–	–	﹤0.01%	343
2025 Q2	$215K	Hold	2,225	–	–	﹤0.01%	346
2025 Q1	$221K	Hold	2,225	–	–	﹤0.01%	345
2024 Q4	$220K	Hold	2,225	–	–	﹤0.01%	352
2024 Q3	$237K	Buy	+2,225	New	+$225K	﹤0.01%	351

Other funds holding RWR

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return