UB
XLRE icon

UMB Bank’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

UMB Bank’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Buy
5,559
+397
+8% +$17.5K ﹤0.01% 674
2026
Q1 		$211K Buy
5,162
+2,701
+110% +$113K ﹤0.01% 677
2025
Q4 		$99.3K Buy
2,461
+432
+21% +$17.8K ﹤0.01% 956
2025
Q3 		$85.5K Hold
2,029
– – ﹤0.01% 938
2025
Q2 		$84K Buy
2,029
+225
+12% +$9.24K ﹤0.01% 906
2025
Q1 		$75.5K Buy
1,804
+135
+8% +$5.62K ﹤0.01% 883
2024
Q4 		$67.9K Hold
1,669
– – ﹤0.01% 793
2024
Q3 		$74.6K Sell
1,669
-235
-12% -$9.9K ﹤0.01% 764
2024
Q2 		$73.1K Sell
1,904
-391
-17% -$14.7K ﹤0.01% 753
2024
Q1 		$90.7K Buy
2,295
+125
+6% +$4.86K ﹤0.01% 725
2023
Q4 		$86.9K Buy
2,170
+250
+13% +$8.98K ﹤0.01% 731
2023
Q3 		$65.4K Hold
1,920
– – ﹤0.01% 773
2023
Q2 		$72.4K Hold
1,920
– – ﹤0.01% 760
2023
Q1 		$71.8K Sell
1,920
-5,565
-74% -$214K ﹤0.01% 759
2022
Q4 		$276K Buy
7,485
+1,645
+28% +$60.7K ﹤0.01% 512
2022
Q3 		$210K Buy
5,840
+986
+20% +$41.3K ﹤0.01% 596
2022
Q2 		$198K Sell
4,854
-276
-5% -$12.3K ﹤0.01% 629
2022
Q1 		$248K Sell
5,130
-593
-10% -$27.8K ﹤0.01% 616
2021
Q4 		$297K Hold
5,723
– – ﹤0.01% 589
2021
Q3 		$254K Hold
5,723
– – 0.01% 338
2021
Q2 		$254K Hold
5,723
– – 0.01% 334
2021
Q1 		$226K Sell
5,723
-98
-2% -$3.69K 0.01% 335
2020
Q4 		$213K Buy
+5,821
New +$211K 0.01% 333

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UMB Bank's XLRE Position: Q2 2026 in Review

UMB Bank increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.7% in Q2 2026, buying an estimated $17.5K and bringing the position to 5,559 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

UMB Bank first reported a position in XLRE in Q4 2020 and has held it in 23 quarters since. The position peaked at $297K in Q4 2021. 799 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • UMB Bank held 5,559 shares of State Street Real Estate Select Sector SPDR ETF worth $245K as of Q2 2026.
  • UMB Bank bought 397 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $17.5K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #674 holding.
  • UMB Bank first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • UMB Bank's State Street Real Estate Select Sector SPDR ETF position peaked at $297K in Q4 2021.
  • 799 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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