Amica Retiree Medical Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$394K	Hold	9,034	–	–	0.54%	57
2025 Q2	$369K	Hold	9,034	–	–	0.53%	57
2025 Q1	$356K	Sell	9,034 -2,158	-19%	-$84.3K	0.54%	57
2024 Q4	$424K	Sell	11,192 -974	-8%	-$38.7K	0.4%	61
2024 Q3	$491K	Buy	+12,166	New	+$451K	0.41%	65

Other funds holding XLU

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

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

Amica Retiree Medical Trust held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2025 at 9,034 shares worth $394K. The position accounts for 0.54% of the portfolio, ranked #57.

Amica Retiree Medical Trust first reported a position in XLU in Q3 2024 and has held it in 5 quarters since. The position peaked at $491K in Q3 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Amica Retiree Medical Trust held 9,034 shares of State Street Utilities Select Sector SPDR ETF worth $394K as of Q3 2025.
Amica Retiree Medical Trust left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Utilities Select Sector SPDR ETF made up 0.54% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #57 holding.
Amica Retiree Medical Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 5 quarters since.
Amica Retiree Medical Trust's State Street Utilities Select Sector SPDR ETF position peaked at $491K in Q3 2024.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

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