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

Grove 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
Q3 		$13.2K Hold
126
– – ﹤0.01% 618
2026
Q2 		$14.2K Hold
126
– – ﹤0.01% 605
2026
Q1 		$12.7K Hold
126
– – ﹤0.01% 590
2025
Q4 		$12.4K Hold
126
– – ﹤0.01% 606
2025
Q3 		$12.6K Hold
126
– – ﹤0.01% 581
2025
Q2 		$12.2K Hold
126
– – ﹤0.01% 588
2025
Q1 		$12.5K Hold
126
– – ﹤0.01% 578
2024
Q4 		$12.5K Hold
126
– – ﹤0.01% 514
2024
Q3 		$13.4K Hold
126
– – ﹤0.01% 478
2024
Q2 		$11.7K Sell
126
-877
-87% -$79.5K ﹤0.01% 463
2024
Q1 		$94.5K Hold
1,003
– – 0.02% 300
2023
Q4 		$95.6K Hold
1,003
– – 0.02% 284
2023
Q3 		$83.2K Buy
+1,003
New +$90.1K 0.02% 310
2023
Q1 		– Sell
-245
Closed -$21K – 745
2022
Q4 		$21K Buy
+245
New +$21.5K ﹤0.01% 454

Other funds holding RWR

DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Grove Bank & Trust's RWR Position: Q3 2026 in Review

Grove Bank & Trust held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q3 2026 at 126 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Grove Bank & Trust first reported a position in RWR in Q4 2022 and has held it in 14 quarters since. The position peaked at $95.6K in Q4 2023. 12 funds tracked by Wall St. Rank hold RWR as of Q3 2026.

  • Grove Bank & Trust held 126 shares of State Street SPDR Dow Jones REIT ETF worth $13.2K as of Q3 2026.
  • Grove Bank & Trust left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q3 2026.
  • State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #618 holding.
  • Grove Bank & Trust first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and has held it in 14 quarters since.
  • Grove Bank & Trust's State Street SPDR Dow Jones REIT ETF position peaked at $95.6K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.