UMB Bank’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.02M	Sell	40,486 -1,179	-3%	-$59.1K	0.03%	269
2025 Q4	$1.89M	Buy	41,665 +40,631	+3,929%	+$1.8M	0.03%	275
2025 Q3	$46.3K	Buy	1,034 +610	+144%	+$27.6K	﹤0.01%	1182
2025 Q2	$18.6K	Hold	424	–	–	﹤0.01%	1397
2025 Q1	$18.2K	Hold	424	–	–	﹤0.01%	1351
2024 Q4	$17.8K	Sell	424 -186	-30%	-$8.61K	﹤0.01%	1302
2024 Q3	$29.4K	Sell	610 -746	-55%	-$34K	﹤0.01%	1058
2024 Q2	$59.9K	Hold	1,356	–	–	﹤0.01%	791
2024 Q1	$63K	Hold	1,356	–	–	﹤0.01%	796
2023 Q4	$58K	Hold	1,356	–	–	﹤0.01%	803
2023 Q3	$53.3K	Sell	1,356 -600	-31%	-$24.6K	﹤0.01%	821
2023 Q2	$81K	Sell	1,956 -5,940	-75%	-$236K	﹤0.01%	738
2023 Q1	$318K	Hold	7,896	–	–	0.01%	476
2022 Q4	$306K	Buy	7,896 +5,180	+191%	+$199K	﹤0.01%	489
2022 Q3	$92K	Sell	2,716 -870	-24%	-$32.7K	﹤0.01%	738
2022 Q2	$132K	Hold	3,586	–	–	﹤0.01%	696
2022 Q1	$158K	Hold	3,586	–	–	﹤0.01%	692
2021 Q4	$162K	Buy	+3,586	New	+$155K	﹤0.01%	705