UMB Bank’s State Street SPDR S&P Bank ETF KBE Stock Holding History

UMB Bank’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-960	Closed	-$35.6K	–	1719
2023 Q1	$35.6K	Sell	960 -3,856	-80%	-$173K	﹤0.01%	925
2022 Q4	$217K	Buy	4,816 +3,256	+209%	+$153K	﹤0.01%	565
2022 Q3	$69K	Sell	1,560 -780	-33%	-$37.1K	﹤0.01%	799
2022 Q2	$103K	Hold	2,340	–	–	﹤0.01%	751
2022 Q1	$122K	Hold	2,340	–	–	﹤0.01%	736
2021 Q4	$128K	Buy	+2,340	New	+$130K	﹤0.01%	756

Other funds holding KBE

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

UMB Bank's KBE Position: Q2 2023 in Review

UMB Bank sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2023, closing a stake of 960 shares — an estimated $35.6K sold.

UMB Bank first reported a position in KBE in Q4 2021 and held it in 6 quarters. The position peaked at $217K in Q4 2022. 210 funds tracked by Wall St. Rank hold KBE as of Q2 2023.

UMB Bank reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2023 after selling out during the quarter.
UMB Bank sold 960 State Street SPDR S&P Bank ETF shares in Q2 2023, an estimated $35.6K.
UMB Bank first reported a position in State Street SPDR S&P Bank ETF in Q4 2021 and held it in 6 quarters.
UMB Bank's State Street SPDR S&P Bank ETF position peaked at $217K in Q4 2022.
210 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2023.

Based on UMB Bank's 13F filing for Q2 2023, filed 25 Jul 2023.