A detailed history of Umb Bank, N.A. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Umb Bank, N.A. holds 2,211 shares of XLU stock, worth $168,942. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,211
Previous 2,211 -0.0%
Holding current value
$168,942
Previous $150,000 18.67%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

BUY
$62.77 - $72.87 $53,480 - $62,085
852 Added 62.69%
2,211 $150,000
Q1 2024

Apr 26, 2024

SELL
$59.95 - $65.65 $7,853 - $8,600
-131 Reduced 8.79%
1,359 $89,000
Q4 2023

Jan 23, 2024

BUY
$56.19 - $65.96 $26,746 - $31,396
476 Added 46.94%
1,490 $94,000
Q1 2023

Apr 11, 2023

SELL
$63.7 - $72.08 $95,550 - $108,120
-1,500 Reduced 59.67%
1,014 $68,000
Q4 2022

Jan 10, 2023

SELL
$61.52 - $72.67 $87,358 - $103,191
-1,420 Reduced 36.1%
2,514 $177,000
Q4 2021

Feb 09, 2022

BUY
$63.88 - $71.58 $251,303 - $281,595
3,934 New
3,934 $281,000
Q4 2019

Jan 31, 2020

SELL
$61.37 - $64.82 $205,589 - $217,146
-3,350 Closed
0 $0
Q3 2019

Oct 30, 2019

BUY
$62.5 - $64.93 $209,375 - $217,515
3,350 New
3,350 $217,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
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More about XLU
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