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UMB Private Wealth Management, LLC → SPY

UMB Private Wealth Management, LLC SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
1
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.1M4.1K——

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