Amica Retiree Medical Trust’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.12M	Hold	26,569	–	–	1.53%	12
2025 Q2	$1.1M	Hold	26,569	–	–	1.59%	12
2025 Q1	$1.11M	Sell	26,569 -6,346	-19%	-$264K	1.7%	13
2024 Q4	$1.34M	Sell	32,915 -3,424	-9%	-$148K	1.27%	15
2024 Q3	$1.62M	Buy	+36,339	New	+$1.53M	1.35%	14
2022 Q3	–	Sell	-3,770	Closed	-$154K	–	111
2022 Q2	$154K	Sell	3,770 -2,768	-42%	-$123K	0.17%	105
2022 Q1	$316K	Buy	+6,538	New	+$306K	0.3%	94

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Amica Retiree Medical Trust held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q3 2025 at 26,569 shares worth $1.12M. The position accounts for 1.53% of the portfolio, ranked #12.

Amica Retiree Medical Trust first reported a position in XLRE in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.62M in Q3 2024. 724 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

Amica Retiree Medical Trust held 26,569 shares of State Street Real Estate Select Sector SPDR ETF worth $1.12M as of Q3 2025.
Amica Retiree Medical Trust left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Real Estate Select Sector SPDR ETF made up 1.53% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #12 holding.
Amica Retiree Medical Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 7 quarters since.
Amica Retiree Medical Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $1.62M in Q3 2024.
724 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

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