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UMB Bank’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

UMB Bank’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$184K Sell
6,495
-2,819
-30% -$80.2K ﹤0.01% 760
2026
Q1 		$267K Sell
9,314
-3,791
-29% -$109K ﹤0.01% 616
2025
Q4 		$378K Buy
+13,105
New +$379K 0.01% 527

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UMB Bank's SPTI Position: Q2 2026 in Review

UMB Bank reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 30% in Q2 2026, selling an estimated $80.2K and leaving 6,495 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

UMB Bank first reported a position in SPTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $378K in Q4 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • UMB Bank held 6,495 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $184K as of Q2 2026.
  • UMB Bank sold 2,819 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $80.2K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #760 holding.
  • UMB Bank first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • UMB Bank's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $378K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

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