UMB Bank’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

UMB Bank’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$367K	Sell	1,982 -141	-7%	-$24.5K	﹤0.01%	562
2026 Q1	$343K	Buy	2,123 +29	+1%	+$4.87K	﹤0.01%	557
2025 Q4	$325K	Buy	2,094 +804	+62%	+$124K	﹤0.01%	560
2025 Q3	$199K	Hold	1,290	–	–	﹤0.01%	617
2025 Q2	$190K	Sell	1,290 -471	-27%	-$64.3K	﹤0.01%	605
2025 Q1	$231K	Hold	1,761	–	–	﹤0.01%	547
2024 Q4	$232K	Sell	1,761 -253	-13%	-$34.9K	﹤0.01%	535
2024 Q3	$273K	Hold	2,014	–	–	﹤0.01%	515
2024 Q2	$245K	Buy	2,014 +471	+31%	+$58K	﹤0.01%	524
2024 Q1	$194K	Hold	1,543	–	–	﹤0.01%	580
2023 Q4	$176K	Hold	1,543	–	–	﹤0.01%	606
2023 Q3	$156K	Sell	1,543 -1,204	-44%	-$129K	﹤0.01%	615
2023 Q2	$295K	Hold	2,747	–	–	﹤0.01%	500
2023 Q1	$278K	Hold	2,747	–	–	﹤0.01%	503
2022 Q4	$270K	Buy	2,747 +22	+0.8%	+$2.1K	﹤0.01%	517
2022 Q3	$226K	Buy	2,725 +2,408	+760%	+$222K	﹤0.01%	577
2022 Q2	$28K	Hold	317	–	–	﹤0.01%	1063
2022 Q1	$33K	Sell	317 -1	-0.3%	-$102	﹤0.01%	1081
2021 Q4	$34K	Buy	+318	New	+$33K	﹤0.01%	1112
2017 Q3	–	Sell	-5,110	Closed	-$348K	–	327
2017 Q2	$348K	Buy	+5,110	New	+$341K	0.01%	266
2015 Q4	–	Sell	-4,516	Closed	-$225K	–	363
2015 Q3	$225K	Hold	4,516	–	–	0.01%	276
2015 Q2	$244	Hold	4,516	–	–	0.01%	286
2015 Q1	$252	Hold	4,516	–	–	0.01%	275
2014 Q4	$256K	Hold	4,516	–	–	0.01%	266
2014 Q3	$240	Buy	+4,516	New	+$242K	0.01%	271

Other funds holding XLI

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UMB Bank's XLI Position: Q2 2026 in Review

UMB Bank reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.6% in Q2 2026, selling an estimated $24.5K and leaving 1,982 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

UMB Bank first reported a position in XLI in Q3 2014 and has held it in 25 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

UMB Bank held 1,982 shares of State Street Industrial Select Sector SPDR ETF worth $367K as of Q2 2026.
UMB Bank sold 141 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $24.5K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #562 holding.
UMB Bank first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2014 and has held it in 25 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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