UMB Bank’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$525K Sell
3,581
-33
-0.9% -$5.09K 0.01% 465
2025
Q4
$559K Buy
3,614
+1,088
+43% +$163K 0.01% 453
2025
Q3
$352K Hold
2,526
0.01% 496
2025
Q2
$340K Hold
2,526
0.01% 484
2025
Q1
$369K Sell
2,526
-195
-7% -$28.3K 0.01% 453
2024
Q4
$374K Sell
2,721
-640
-19% -$93.7K 0.01% 449
2024
Q3
$518K Sell
3,361
-20
-0.6% -$3.03K 0.01% 405
2024
Q2
$493K Buy
3,381
+361
+12% +$51.8K 0.01% 399
2024
Q1
$446K Sell
3,020
-5,866
-66% -$842K 0.01% 428
2023
Q4
$1.21M Buy
8,886
+303
+4% +$39.4K 0.02% 306
2023
Q3
$1.1M Sell
8,583
-1,231
-13% -$163K 0.02% 307
2023
Q2
$1.3M Sell
9,814
-1,878
-16% -$248K 0.02% 303
2023
Q1
$1.51M Sell
11,692
-3,731
-24% -$487K 0.02% 289
2022
Q4
$2.1M Buy
15,423
+6,915
+81% +$916K 0.03% 256
2022
Q3
$1.03M Buy
8,508
+1,541
+22% +$198K 0.02% 332
2022
Q2
$894K Buy
6,967
+6,240
+858% +$818K 0.01% 387
2022
Q1
$100K Buy
727
+48
+7% +$6.36K ﹤0.01% 786
2021
Q4
$96K Buy
+679
New +$90.2K ﹤0.01% 810

Other funds holding XLV

UMB Bank's XLV Position: Q1 2026 in Review

UMB Bank reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.91% in Q1 2026, selling an estimated $5.09K and leaving 3,581 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #465.

UMB Bank first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.1M in Q4 2022. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • UMB Bank held 3,581 shares of State Street Health Care Select Sector SPDR ETF worth $525K as of Q1 2026.
  • UMB Bank sold 33 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $5.09K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of UMB Bank's portfolio in Q1 2026, its #465 holding.
  • UMB Bank first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's State Street Health Care Select Sector SPDR ETF position peaked at $2.1M in Q4 2022.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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