UMB Bank’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $143K | Sell |
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|
2025
Q2 | $175K | Buy |
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|
2025
Q1 | $164K | Hold |
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|
2024
Q4 | $157K | Sell |
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|
2024
Q3 | $179K | Hold |
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|
2024
Q2 | $151K | Buy |
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|
2024
Q1 | $89.2K | Sell |
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|
2023
Q4 | $94.4K | Buy |
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|
2023
Q3 | $59.8K | Hold |
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|
2023
Q2 | $66.4K | Hold |
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|
2023
Q1 | $68.6K | Sell |
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|
2022
Q4 | $177K | Sell |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $293K | Hold |
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|
2021
Q4 | $281K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $217 | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $381K | Buy |
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|
2015
Q2 | $328 | Hold |
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|
2015
Q1 | $351 | Sell |
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|
2014
Q4 | $381K | Hold |
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|
2014
Q3 | $340 | Buy |
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