UB
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UMB Bank’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

UMB Bank’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05M Sell
61,156
-36,624
-37% -$1.23M 0.03% 265
2026
Q1 		$3.28M Sell
97,780
-169,657
-63% -$5.73M 0.05% 212
2025
Q4 		$9.04M Buy
+267,437
New +$9.06M 0.12% 136
2024
Q2 		– Sell
-2
Closed -$65 – 2217
2024
Q1 		$65 Buy
+2
New +$65 ﹤0.01% 2139

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

UMB Bank's SPIB Position: Q2 2026 in Review

UMB Bank reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 37% in Q2 2026, selling an estimated $1.23M and leaving 61,156 shares worth $2.05M. The position accounts for 0.03% of the portfolio, ranked #265.

UMB Bank first reported a position in SPIB in Q1 2024 and has held it in 4 quarters since. The position peaked at $9.04M in Q4 2025. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • UMB Bank held 61,156 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.05M as of Q2 2026.
  • UMB Bank sold 36,624 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.23M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of UMB Bank's portfolio in Q2 2026, its #265 holding.
  • UMB Bank first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • UMB Bank's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $9.04M in Q4 2025.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.