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

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

Eastern Bank's RWR Position: Q2 2026 in Review

Eastern Bank held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 1,938 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Eastern Bank first reported a position in RWR in Q3 2024 and has held it in 8 quarters since. The position peaked at $237K in Q3 2024. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Eastern Bank held 1,938 shares of State Street SPDR Dow Jones REIT ETF worth $219K as of Q2 2026.
Eastern Bank 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 Eastern Bank's portfolio in Q2 2026, its #380 holding.
Eastern Bank first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2024 and has held it in 8 quarters since.
Eastern Bank's State Street SPDR Dow Jones REIT ETF position peaked at $237K in Q3 2024.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

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