UMB Bank’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $422K | Sell |
8,067
-1,614
| -17% | -$84.5K | 0.01% | 442 |
|
2025
Q1 | $482K | Sell |
9,681
-3,970
| -29% | -$198K | 0.01% | 408 |
|
2024
Q4 | $660K | Sell |
13,651
-819
| -6% | -$39.6K | 0.01% | 375 |
|
2024
Q3 | $656K | Sell |
14,470
-425
| -3% | -$19.3K | 0.01% | 368 |
|
2024
Q2 | $612K | Buy |
14,895
+1,576
| +12% | +$64.8K | 0.01% | 379 |
|
2024
Q1 | $561K | Buy |
13,319
+90
| +0.7% | +$3.79K | 0.01% | 397 |
|
2023
Q4 | $497K | Sell |
13,229
-44
| -0.3% | -$1.65K | 0.01% | 420 |
|
2023
Q3 | $440K | Sell |
13,273
-6,457
| -33% | -$214K | 0.01% | 420 |
|
2023
Q2 | $665K | Sell |
19,730
-18,670
| -49% | -$629K | 0.01% | 386 |
|
2023
Q1 | $1.23M | Sell |
38,400
-6,292
| -14% | -$202K | 0.02% | 304 |
|
2022
Q4 | $1.53M | Buy |
44,692
+12,872
| +40% | +$440K | 0.02% | 284 |
|
2022
Q3 | $966K | Buy |
31,820
+14,901
| +88% | +$452K | 0.02% | 345 |
|
2022
Q2 | $532K | Sell |
16,919
-83
| -0.5% | -$2.61K | 0.01% | 460 |
|
2022
Q1 | $651K | Sell |
17,002
-107
| -0.6% | -$4.1K | 0.01% | 444 |
|
2021
Q4 | $668K | Buy |
+17,109
| New | +$668K | 0.01% | 442 |
|