Amica Retiree Medical Trust’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Amica Retiree Medical Trust’s Portfolio KIE Stock Details KIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$164K	Sell	2,762 -896	-24%	-$52.1K	0.22%	82
2025 Q2	$218K	Hold	3,658	–	–	0.31%	76
2025 Q1	$222K	Sell	3,658 -653	-15%	-$38K	0.34%	75
2024 Q4	$244K	Hold	4,311	–	–	0.23%	80
2024 Q3	$245K	Buy	+4,311	New	+$232K	0.2%	83

Other funds holding KIE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Amica Retiree Medical Trust's KIE Position: Q3 2025 in Review

Amica Retiree Medical Trust reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 24% in Q3 2025, selling an estimated $52.1K and leaving 2,762 shares worth $164K. The position accounts for 0.22% of the portfolio, ranked #82.

Amica Retiree Medical Trust first reported a position in KIE in Q3 2024 and has held it in 5 quarters since. The position peaked at $245K in Q3 2024. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

Amica Retiree Medical Trust held 2,762 shares of State Street SPDR S&P Insurance ETF worth $164K as of Q3 2025.
Amica Retiree Medical Trust sold 896 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $52.1K.
State Street SPDR S&P Insurance ETF made up 0.22% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #82 holding.
Amica Retiree Medical Trust first reported a position in State Street SPDR S&P Insurance ETF in Q3 2024 and has held it in 5 quarters since.
Amica Retiree Medical Trust's State Street SPDR S&P Insurance ETF position peaked at $245K in Q3 2024.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.