UMB Bank’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

UMB Bank’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$26	–	2216
2024 Q1	$26	Buy	+1	New	+$26	﹤0.01%	2142
2022 Q1	–	Sell	-1	Closed	–	–	2066
2021 Q4	$0	Buy	+1	New	+$31	﹤0.01%	1993

Other funds holding SPIP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

UMB Bank's SPIP Position: Q2 2024 in Review

UMB Bank sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2024, closing a stake of 1 share — an estimated $26 sold.

UMB Bank first reported a position in SPIP in Q4 2021 and held it in 2 quarters. The position peaked at $26 in Q1 2024. 225 funds tracked by Wall St. Rank hold SPIP as of Q2 2024.

UMB Bank reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2024 after selling out during the quarter.
UMB Bank sold 1 State Street SPDR Portfolio TIPS ETF share in Q2 2024, an estimated $26.
UMB Bank first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and held it in 2 quarters.
UMB Bank's State Street SPDR Portfolio TIPS ETF position peaked at $26 in Q1 2024.
225 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2024.

Based on UMB Bank's 13F filing for Q2 2024, filed 29 Jul 2024.