EASTERN BANK CWB β€” SPDR SERIES TRUST

Ownership history in EASTERN BANK  Β·  8 quarters on record

AI Ownership Summary

EASTERN BANK reported SPDR SERIES TRUST (CWB) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows CWB at 0.00% 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.

What this CWB 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 SERIES TRUST, 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

CWB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

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.

How EASTERN BANK held CWB β€” position size vs. price
% of Fund (quarterly)    CWB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 1,500 β€” 0% 0.00% $162K 2026-07-01 $105.85
2026 Q1 REDUCED 5.4% +17.5% ❌ 1,500 -86 -5.4% 0.00% $137K 2026-04-07 $93.59
2025 Q4 ADDED β€” β€” β€” 1,586 +86 +5.7% 0.00% $141K 2026-01-14 $92.84
2025 Q3 UNCHANGED β€” β€” β€” 1,500 β€” 0% 0.00% $136K 2025-10-27 $92.39
2025 Q2 REDUCED 6.5% +9.9% ❌ 1,500 -105 -6.5% 0.00% $124K 2025-07-24 $84.02
2025 Q1 UNCHANGED β€” β€” β€” 1,605 β€” 0% 0.00% $123K 2025-05-08 $77.48
2024 Q4 UNCHANGED β€” β€” β€” 1,605 β€” 0% 0.00% $125K 2025-01-13 $75.69
2024 Q3 INITIATED β€” β€” β€” 1,605 β€” β€” 0.00% $123K 2024-10-21 $75.11

🏒 Other funds also holding CWB

As of 2026 Q2 β€” sorted by position size

Roxbury Financial LLC 0.05%

FAQ About EASTERN BANK and CWB

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 CWB?

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

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

The largest reported portfolio weight for CWB was 0.00% in 2026 Q2.

What is the latest reported CWB position on this page?

The most recent filing on this page is 2026 Q2, when EASTERN BANK reported 1,500 shares, equal to 0.00% of portfolio, with an estimated market value of $162K.

What does the chart on this CWB ownership page compare?

The chart compares EASTERN BANK's quarterly CWB 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 CWB position?

Based on 13F filing dates vs. subsequent CWB price moves, EASTERN BANK correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on CWB relative to SPY over the holding period was +4.4%.

← Back to EASTERN BANK Holdings