UMB Bank’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

UMB Bank’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-339	Closed	-$20.1K	–	1739
2023 Q3	$20.1K	Sell	339 -450	-57%	-$27.6K	﹤0.01%	1080
2023 Q2	$48.1K	Hold	789	–	–	﹤0.01%	857
2023 Q1	$43.7K	Hold	789	–	–	﹤0.01%	868
2022 Q4	$40K	Hold	789	–	–	﹤0.01%	907
2022 Q3	$40K	Buy	789 +26	+3%	+$1.46K	﹤0.01%	927
2022 Q2	$40K	Buy	763 +338	+80%	+$19.4K	﹤0.01%	976
2022 Q1	$28K	Buy	+425	New	+$27.7K	﹤0.01%	1137

Other funds holding SPYG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UMB Bank's SPYG Position: Q4 2023 in Review

UMB Bank sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2023, closing a stake of 339 shares — an estimated $20.1K sold.

UMB Bank first reported a position in SPYG in Q1 2022 and held it in 7 quarters. The position peaked at $48.1K in Q2 2023. 916 funds tracked by Wall St. Rank hold SPYG as of Q4 2023.

UMB Bank reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
UMB Bank sold 339 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2023, an estimated $20.1K.
UMB Bank first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and held it in 7 quarters.
UMB Bank's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $48.1K in Q2 2023.
916 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2023.

Based on UMB Bank's 13F filing for Q4 2023, filed 23 Jan 2024.