UMB Private Wealth Management, LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

UMB Private Wealth Management, LLC’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.11M	Buy	+4,080	New	+$3.1M	3.01%	6

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

UMB Private Wealth Management, LLC's SPY Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 4,080 shares worth $3.11M. The stake represents 3.01% of the portfolio and ranks #6 among its holdings.

1,529 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

UMB Private Wealth Management, LLC held 4,080 shares of State Street SPDR S&P 500 ETF Trust worth $3.11M as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new UMB Private Wealth Management, LLC position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 3.01% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #6 holding.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.