UB
SPYM

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

UMB Bank’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$114K Buy
+1,296
New +$111K ﹤0.01% 986
2025
Q4 		– Sell
-2,581
Closed -$202K – 2322
2025
Q3 		$202K Buy
+2,581
New +$195K ﹤0.01% 609

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

UMB Bank's SPYM Position: Q2 2026 in Review

UMB Bank opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 1,296 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: UMB Bank previously reported a position in SPYM as recently as Q3 2025.

UMB Bank first reported a position in SPYM in Q3 2025 and has held it in 2 quarters since. The position peaked at $202K in Q3 2025. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • UMB Bank held 1,296 shares of State Street SPDR Portfolio S&P 500 ETF worth $114K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new UMB Bank position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #986 holding.
  • UMB Bank first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 2 quarters since.
  • UMB Bank's State Street SPDR Portfolio S&P 500 ETF position peaked at $202K in Q3 2025.
  • 1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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