UMB Bank’s State Street SPDR Portfolio Intermediate Term Treasury Index 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 Q3	$114K	Sell	4,178 -2,317	-36%	-$64.8K	﹤0.01%	961
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UMB Bank's SPTI Position: Q3 2026 in Review

UMB Bank reduced its State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) stake by 36% in Q3 2026, selling an estimated $64.8K and leaving 4,178 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

UMB Bank first reported a position in SPTI in Q4 2025 and has held it in 4 quarters since. The position peaked at $378K in Q4 2025. 324 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

UMB Bank held 4,178 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $114K as of Q3 2026.
UMB Bank sold 2,317 State Street SPDR Portfolio Intermediate Term Treasury Index ETF shares in Q3 2026, an estimated $64.8K.
State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #961 holding.
UMB Bank first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q4 2025 and has held it in 4 quarters since.
UMB Bank's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $378K in Q4 2025.
324 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.