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 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	-$217	–	384
2019 Q3	$217	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	$328	Hold	15,824	–	–	0.02%	250
2015 Q1	$351	Sell	15,824 -340	-2%	-$7.86K	0.02%	237
2014 Q4	$381K	Hold	16,164	–	–	0.02%	229
2014 Q3	$340	Buy	+16,164	New	+$342K	0.02%	238

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UMB Bank's XLU Position: Q1 2026 in Review

UMB Bank reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.8% in Q1 2026, selling an estimated $131K and leaving 102,819 shares worth $4.72M. The position accounts for 0.07% of the portfolio, ranked #179.

UMB Bank first reported a position in XLU in Q3 2014 and has held it in 24 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

UMB Bank held 102,819 shares of State Street Utilities Select Sector SPDR ETF worth $4.72M as of Q1 2026.
UMB Bank sold 2,920 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $131K.
State Street Utilities Select Sector SPDR ETF made up 0.07% of UMB Bank's portfolio in Q1 2026, its #179 holding.
UMB Bank first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2014 and has held it in 24 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.