UMB Bank’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

UMB Bank’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.65M	Sell	102,655 -164	-0.2%	-$7.43K	0.06%	183
2026 Q1	$4.72M	Sell	102,819 -2,920	-3%	-$131K	0.07%	179
2025 Q4	$4.51M	Buy	105,739 +102,459	+3,124%	+$4.54M	0.06%	189
2025 Q3	$143K	Sell	3,280 -1,000	-23%	-$42.3K	﹤0.01%	732
2025 Q2	$175K	Buy	4,280 +124	+3%	+$4.94K	﹤0.01%	626
2025 Q1	$164K	Hold	4,156	–	–	﹤0.01%	606
2024 Q4	$157K	Sell	4,156 -266	-6%	-$10.6K	﹤0.01%	602
2024 Q3	$179K	Hold	4,422	–	–	﹤0.01%	595
2024 Q2	$151K	Buy	4,422 +1,704	+63%	+$58.5K	﹤0.01%	614
2024 Q1	$89.2K	Sell	2,718 -262	-9%	-$8.18K	﹤0.01%	732
2023 Q4	$94.4K	Buy	2,980 +952	+47%	+$29.1K	﹤0.01%	710
2023 Q3	$59.8K	Hold	2,028	–	–	﹤0.01%	794
2023 Q2	$66.4K	Hold	2,028	–	–	﹤0.01%	787
2023 Q1	$68.6K	Sell	2,028 -3,000	-60%	-$102K	﹤0.01%	772
2022 Q4	$177K	Sell	5,028 -2,840	-36%	-$96.5K	﹤0.01%	605
2022 Q3	$257K	Hold	7,868	–	–	﹤0.01%	547
2022 Q2	$276K	Hold	7,868	–	–	﹤0.01%	560
2022 Q1	$293K	Hold	7,868	–	–	﹤0.01%	580
2021 Q4	$281K	Buy	+7,868	New	+$265K	﹤0.01%	599
2019 Q4	–	Sell	-6,700	Closed	-$217K	–	384
2019 Q3	$217K	Buy	+6,700	New	+$207K	0.01%	359
2015 Q4	–	Sell	-17,624	Closed	-$381K	–	364
2015 Q3	$381K	Buy	17,624 +1,800	+11%	+$38.8K	0.02%	218
2015 Q2	$328K	Hold	15,824	–	–	0.02%	250
2015 Q1	$351K	Sell	15,824 -340	-2%	-$7.86K	0.02%	237
2014 Q4	$381K	Hold	16,164	–	–	0.02%	229
2014 Q3	$340K	Buy	+16,164	New	+$342K	0.02%	238

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UMB Bank's XLU Position: Q2 2026 in Review

UMB Bank reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.16% in Q2 2026, selling an estimated $7.43K and leaving 102,655 shares worth $4.65M. The position accounts for 0.06% of the portfolio, ranked #183.

UMB Bank first reported a position in XLU in Q3 2014 and has held it in 25 quarters since. The position peaked at $4.72M in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

UMB Bank held 102,655 shares of State Street Utilities Select Sector SPDR ETF worth $4.65M as of Q2 2026.
UMB Bank sold 164 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $7.43K.
State Street Utilities Select Sector SPDR ETF made up 0.06% of UMB Bank's portfolio in Q2 2026, its #183 holding.
UMB Bank first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2014 and has held it in 25 quarters since.
UMB Bank's State Street Utilities Select Sector SPDR ETF position peaked at $4.72M in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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