UMB Bank’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

UMB Bank’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.51M	Sell	28,350 -4,114	-13%	-$235K	0.02%	305
2026 Q1	$1.99M	Sell	32,464 -856	-3%	-$45.9K	0.03%	270
2025 Q4	$1.49M	Sell	33,320 -1,644	-5%	-$73.2K	0.02%	307
2025 Q3	$1.56M	Sell	34,964 -42,938	-55%	-$1.88M	0.02%	267
2025 Q2	$3.3M	Sell	77,902 -8,366	-10%	-$348K	0.05%	202
2025 Q1	$4.03M	Sell	86,268 -1,838	-2%	-$82.9K	0.07%	174
2024 Q4	$3.77M	Sell	88,106 -846	-1%	-$38.4K	0.06%	181
2024 Q3	$3.9M	Buy	88,952 +90	+0.1%	+$4.02K	0.06%	179
2024 Q2	$4.05M	Sell	88,862 -94	-0.1%	-$4.38K	0.07%	170
2024 Q1	$4.2M	Buy	88,956 +26,862	+43%	+$1.15M	0.07%	174
2023 Q4	$2.6M	Buy	62,094 +1,336	+2%	+$57.1K	0.04%	217
2023 Q3	$2.75M	Sell	60,758 -426	-0.7%	-$18.6K	0.04%	209
2023 Q2	$2.48M	Sell	61,184 -8,988	-13%	-$366K	0.04%	231
2023 Q1	$2.91M	Sell	70,172 -3,802	-5%	-$163K	0.05%	212
2022 Q4	$3.23M	Sell	73,974 -9,110	-11%	-$397K	0.05%	206
2022 Q3	$2.99M	Buy	83,084 +5,482	+7%	+$207K	0.05%	211
2022 Q2	$2.77M	Sell	77,602 -380	-0.5%	-$15.2K	0.04%	244
2022 Q1	$2.98M	Sell	77,982 -1,388	-2%	-$48.1K	0.04%	252
2021 Q4	$2.2M	Buy	79,370 +44,704	+129%	+$1.26M	0.03%	287
2021 Q3	$903K	Sell	34,666 -3,600	-9%	-$89.2K	0.02%	246
2021 Q2	$1.03M	Hold	38,266	–	–	0.02%	230
2021 Q1	$939K	Buy	38,266 +13,426	+54%	+$310K	0.02%	226
2020 Q4	$471K	Buy	+24,840	New	+$428K	0.01%	278
2015 Q4	–	Sell	-8,736	Closed	-$267K	–	362
2015 Q3	$267K	Hold	8,736	–	–	0.02%	255
2015 Q2	$328	Sell	8,736 -1,800	-17%	-$71.4K	0.02%	249
2015 Q1	$409	Hold	10,536	–	–	0.02%	224
2014 Q4	$417K	Buy	10,536 +1,800	+21%	+$74.8K	0.02%	222
2014 Q3	$396	Buy	+8,736	New	+$423K	0.02%	226
2013 Q3	–	Sell	-6,100	Closed	-$239	–	295
2013 Q2	$239	Buy	+6,100	New	+$242K	0.01%	255

Other funds holding XLE

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UMB Bank's XLE Position: Q2 2026 in Review

UMB Bank reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q2 2026, selling an estimated $235K and leaving 28,350 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #305.

UMB Bank first reported a position in XLE in Q2 2013 and has held it in 29 quarters since. The position peaked at $4.2M in Q1 2024. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

UMB Bank held 28,350 shares of State Street Energy Select Sector SPDR ETF worth $1.51M as of Q2 2026.
UMB Bank sold 4,114 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $235K.
State Street Energy Select Sector SPDR ETF made up 0.02% of UMB Bank's portfolio in Q2 2026, its #305 holding.
UMB Bank first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 29 quarters since.
UMB Bank's State Street Energy Select Sector SPDR ETF position peaked at $4.2M in Q1 2024.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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