A detailed history of Umb Bank, N.A. transactions in Energy Sector Spdr stock. As of the latest transaction made, Umb Bank, N.A. holds 44,478 shares of XLE stock, worth $4.05 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
44,478
Previous 31,047 43.26%
Holding current value
$4.05 Million
Previous $2.6 Million 61.38%
% of portfolio
0.07%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$79.91 - $94.41 $1.07 Million - $1.27 Million
13,431 Added 43.26%
44,478 $4.2 Million
Q4 2023

Jan 23, 2024

BUY
$81.2 - $91.96 $54,241 - $61,429
668 Added 2.2%
31,047 $2.6 Million
Q3 2023

Oct 18, 2023

SELL
$79.09 - $93.36 $16,846 - $19,885
-213 Reduced 0.7%
30,379 $2.75 Million
Q2 2023

Jul 25, 2023

SELL
$76.59 - $87.23 $344,195 - $392,011
-4,494 Reduced 12.81%
30,592 $2.48 Million
Q1 2023

Apr 11, 2023

SELL
$76.97 - $93.11 $146,319 - $177,002
-1,901 Reduced 5.14%
35,086 $2.91 Million
Q4 2022

Jan 10, 2023

SELL
$82.68 - $94.08 $376,607 - $428,534
-4,555 Reduced 10.96%
36,987 $3.24 Million
Q3 2022

Oct 13, 2022

BUY
N/A
2,741 Added 7.06%
41,542 $2.99 Million
Q2 2022

Jul 20, 2022

SELL
N/A
-190 Reduced 0.49%
38,801 $2.78 Million
Q1 2022

Apr 22, 2022

SELL
N/A
-694 Reduced 1.75%
38,991 $2.98 Million
Q4 2021

Feb 09, 2022

BUY
N/A
22,352 Added 128.96%
39,685 $2.2 Million
Q3 2021

Oct 18, 2021

SELL
N/A
-1,800 Reduced 9.41%
17,333 $903,000
Q1 2021

Apr 15, 2021

BUY
N/A
6,713 Added 54.05%
19,133 $939,000
Q4 2020

Feb 04, 2021

BUY
N/A
12,420 New
12,420 $471,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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