UMB Bank’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

UMB Bank’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$144K	Sell	1,318 -46	-3%	-$5.38K	﹤0.01%	806
2025 Q4	$163K	Buy	+1,364	New	+$162K	﹤0.01%	741
2025 Q3	–	Sell	-132	Closed	-$14.3K	–	2204
2025 Q2	$14.3K	Sell	132 -822	-86%	-$84.1K	﹤0.01%	1482
2025 Q1	$94.2K	Buy	954 +822	+623%	+$89.1K	﹤0.01%	784
2024 Q4	$14.8K	Sell	132 -1,014	-88%	-$108K	﹤0.01%	1359
2024 Q3	$115K	Sell	1,146 -150	-12%	-$14K	﹤0.01%	668
2024 Q2	$118K	Buy	1,296 +104	+9%	+$9.24K	﹤0.01%	652
2024 Q1	$110K	Sell	1,192 -286	-19%	-$25.5K	﹤0.01%	680
2023 Q4	$132K	Sell	1,478 -278	-16%	-$23K	﹤0.01%	655
2023 Q3	$141K	Buy	1,756 +18	+1%	+$1.52K	﹤0.01%	633
2023 Q2	$148K	Hold	1,738	–	–	﹤0.01%	628
2023 Q1	$130K	Sell	1,738 -3,592	-67%	-$258K	﹤0.01%	645
2022 Q4	$344K	Buy	5,330 +1,452	+37%	+$101K	0.01%	475
2022 Q3	$276K	Buy	3,878 +2,340	+152%	+$183K	﹤0.01%	530
2022 Q2	$106K	Sell	1,538 -74	-5%	-$5.83K	﹤0.01%	744
2022 Q1	$149K	Sell	1,612 -408	-20%	-$37.4K	﹤0.01%	707
2021 Q4	$206K	Sell	2,020 -596	-23%	-$59.4K	﹤0.01%	657
2021 Q3	$235K	Hold	2,616	–	–	0.01%	345
2021 Q2	$234K	Buy	+2,616	New	+$228K	0.01%	343
2020 Q1	–	Sell	-3,270	Closed	-$205K	–	370
2019 Q4	$205K	Buy	+3,270	New	+$199K	0.01%	352
2017 Q3	–	Sell	-9,718	Closed	-$436K	–	328
2017 Q2	$436K	Buy	+9,718	New	+$435K	0.02%	252
2015 Q4	–	Sell	-7,290	Closed	-$271K	–	365
2015 Q3	$271K	Hold	7,290	–	–	0.02%	253
2015 Q2	$279	Sell	7,290 -2,000	-22%	-$76.5K	0.01%	271
2015 Q1	$350	Hold	9,290	–	–	0.02%	238
2014 Q4	$335K	Buy	9,290 +2,000	+27%	+$68.6K	0.02%	237
2014 Q3	$243	Buy	+7,290	New	+$246K	0.01%	269

Other funds holding XLY

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

UMB Bank's XLY Position: Q1 2026 in Review

UMB Bank reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.4% in Q1 2026, selling an estimated $5.38K and leaving 1,318 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

UMB Bank first reported a position in XLY in Q3 2014 and has held it in 26 quarters since. The position peaked at $436K in Q2 2017. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

UMB Bank held 1,318 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $144K as of Q1 2026.
UMB Bank sold 46 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $5.38K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #806 holding.
UMB Bank first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2014 and has held it in 26 quarters since.
UMB Bank's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $436K in Q2 2017.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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