UMB Bank’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

UMB Bank’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$155K	Sell	1,449 -265	-15%	-$30.2K	﹤0.01%	835
2026 Q1	$190K	Hold	1,714	–	–	﹤0.01%	712
2025 Q4	$202K	Buy	1,714 +158	+10%	+$18.2K	﹤0.01%	682
2025 Q3	$184K	Hold	1,556	–	–	﹤0.01%	643
2025 Q2	$169K	Hold	1,556	–	–	﹤0.01%	636
2025 Q1	$150K	Hold	1,556	–	–	﹤0.01%	638
2024 Q4	$151K	Sell	1,556 -1,260	-45%	-$120K	﹤0.01%	617
2024 Q3	$255K	Hold	2,816	–	–	﹤0.01%	526
2024 Q2	$241K	Hold	2,816	–	–	﹤0.01%	527
2024 Q1	$230K	Hold	2,816	–	–	﹤0.01%	535
2023 Q4	$205K	Hold	2,816	–	–	﹤0.01%	577
2023 Q3	$185K	Sell	2,816 -894	-24%	-$59.6K	﹤0.01%	581
2023 Q2	$241K	Sell	3,710 -688	-16%	-$41.9K	﹤0.01%	542
2023 Q1	$255K	Sell	4,398 -5,204	-54%	-$283K	﹤0.01%	521
2022 Q4	$461K	Buy	9,602 +3,115	+48%	+$153K	0.01%	426
2022 Q3	$311K	Buy	6,487 +5,373	+482%	+$296K	0.01%	500
2022 Q2	$60K	Sell	1,114 -1,094	-50%	-$65.9K	﹤0.01%	864
2022 Q1	$152K	Hold	2,208	–	–	﹤0.01%	700
2021 Q4	$172K	Sell	2,208 -318	-13%	-$25.1K	﹤0.01%	692
2021 Q3	$202K	Hold	2,526	–	–	﹤0.01%	365
2021 Q2	$205K	Buy	+2,526	New	+$197K	﹤0.01%	357
2021 Q1	–	Sell	-3,139	Closed	-$212K	–	366
2020 Q4	$212K	Buy	+3,139	New	+$200K	0.01%	334

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UMB Bank's XLC Position: Q2 2026 in Review

UMB Bank reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 15% in Q2 2026, selling an estimated $30.2K and leaving 1,449 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

UMB Bank first reported a position in XLC in Q4 2020 and has held it in 22 quarters since. The position peaked at $461K in Q4 2022. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

UMB Bank held 1,449 shares of State Street Communication Services Select Sector SPDR ETF worth $155K as of Q2 2026.
UMB Bank sold 265 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $30.2K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #835 holding.
UMB Bank first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
UMB Bank's State Street Communication Services Select Sector SPDR ETF position peaked at $461K in Q4 2022.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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