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UMB Bank’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

UMB Bank’s Portfolio SPTL Stock Details SPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.99K Hold
381
– – ﹤0.01% 1935
2026
Q1 		$10K Buy
+381
New +$10.2K ﹤0.01% 1851
2025
Q3 		– Sell
-239
Closed -$6.35K – 2191
2025
Q2 		$6.35K Buy
+239
New +$6.27K ﹤0.01% 1753

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UMB Bank's SPTL Position: Q2 2026 in Review

UMB Bank held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 381 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

UMB Bank first reported a position in SPTL in Q2 2025 and has held it in 3 quarters since. The position peaked at $10K in Q1 2026. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • UMB Bank held 381 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $9.99K as of Q2 2026.
  • UMB Bank left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1935 holding.
  • UMB Bank first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2025 and has held it in 3 quarters since.
  • UMB Bank's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $10K in Q1 2026.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

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