UB
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UMB Bank’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

UMB Bank’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$579K Buy
11,721
+84
+0.7% +$4.38K 0.01% 448
2025
Q4 		$637K Buy
11,637
+4,037
+53% +$215K 0.01% 432
2025
Q3 		$409K Sell
7,600
-467
-6% -$24.7K 0.01% 468
2025
Q2 		$422K Sell
8,067
-1,614
-17% -$79.9K 0.01% 442
2025
Q1 		$482K Sell
9,681
-3,970
-29% -$199K 0.01% 408
2024
Q4 		$660K Sell
13,651
-819
-6% -$39.6K 0.01% 375
2024
Q3 		$656K Sell
14,470
-425
-3% -$18.5K 0.01% 368
2024
Q2 		$612K Buy
14,895
+1,576
+12% +$64.9K 0.01% 379
2024
Q1 		$561K Buy
13,319
+90
+0.7% +$3.55K 0.01% 397
2023
Q4 		$497K Sell
13,229
-44
-0.3% -$1.52K 0.01% 420
2023
Q3 		$440K Sell
13,273
-6,457
-33% -$222K 0.01% 420
2023
Q2 		$665K Sell
19,730
-18,670
-49% -$609K 0.01% 386
2023
Q1 		$1.23M Sell
38,400
-6,292
-14% -$219K 0.02% 304
2022
Q4 		$1.53M Buy
44,692
+12,872
+40% +$435K 0.02% 284
2022
Q3 		$966K Buy
31,820
+14,901
+88% +$493K 0.02% 345
2022
Q2 		$532K Sell
16,919
-83
-0.5% -$2.87K 0.01% 460
2022
Q1 		$651K Sell
17,002
-107
-0.6% -$4.18K 0.01% 444
2021
Q4 		$668K Buy
+17,109
New +$672K 0.01% 442

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UMB Bank's XLF Position: Q1 2026 in Review

UMB Bank increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.72% in Q1 2026, buying an estimated $4.38K and bringing the position to 11,721 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #448.

UMB Bank first reported a position in XLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.53M in Q4 2022. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • UMB Bank held 11,721 shares of State Street Financial Select Sector SPDR ETF worth $579K as of Q1 2026.
  • UMB Bank bought 84 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.38K.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of UMB Bank's portfolio in Q1 2026, its #448 holding.
  • UMB Bank first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's State Street Financial Select Sector SPDR ETF position peaked at $1.53M in Q4 2022.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.