Alaska Permanent Fund’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Alaska Permanent Fund’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-102,000	Closed	-$5.16M	–	229
2025 Q1	$5.16M	Sell	102,000 -51,000	-33%	-$2.86M	0.07%	105
2024 Q4	$8.49M	Hold	153,000	–	–	0.13%	77
2024 Q3	$8.09M	Buy	153,000 +48,000	+46%	+$2.46M	0.12%	82
2024 Q2	$5.66M	Sell	105,000 -75,000	-42%	-$3.41M	0.08%	105
2024 Q1	$8.48M	Hold	180,000	–	–	0.12%	81
2023 Q4	$8.28M	Hold	180,000	–	–	0.14%	76
2023 Q3	$6.63M	Hold	180,000	–	–	0.12%	90
2023 Q2	$6.48M	Buy	+180,000	New	+$6.41M	0.13%	87
2022 Q4	$14.7M	Sell	325,000 -75,000	-19%	-$3.52M	0.24%	30
2022 Q3	$17.7M	Sell	400,000 -97,000	-20%	-$4.61M	0.32%	19
2022 Q2	$21.8M	Sell	497,000 -33,000	-6%	-$1.57M	0.31%	23
2022 Q1	$27.7M	Sell	530,000 -50,000	-9%	-$2.79M	0.46%	20
2021 Q4	$31.9M	Buy	580,000 +30,000	+5%	+$1.66M	0.58%	22
2021 Q3	$29.1M	Buy	550,000 +35,000	+7%	+$1.78M	0.58%	21
2021 Q2	$26.4M	Buy	515,000 +132,000	+34%	+$7.04M	0.48%	18
2021 Q1	$19.9M	Sell	383,000 -70,500	-16%	-$3.44M	0.36%	23
2020 Q4	$19M	Buy	453,500 +3,500	+0.8%	+$130K	0.34%	21
2020 Q3	$13.3M	Buy	450,000 +149,000	+50%	+$4.64M	0.21%	18
2020 Q2	$9.49M	Buy	301,000 +157,000	+109%	+$4.74M	0.15%	18
2020 Q1	$3.88M	Buy	+144,000	New	+$5.76M	0.07%	29

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Alaska Permanent Fund's KBE Position: Q2 2025 in Review

Alaska Permanent Fund sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2025, closing a stake of 102,000 shares — an estimated $5.16M sold.

Alaska Permanent Fund first reported a position in KBE in Q1 2020 and held it in 20 quarters. The position peaked at $31.9M in Q4 2021. 246 funds tracked by Wall St. Rank hold KBE as of Q2 2025.

Alaska Permanent Fund reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Fund sold 102,000 State Street SPDR S&P Bank ETF shares in Q2 2025, an estimated $5.16M.
Alaska Permanent Fund first reported a position in State Street SPDR S&P Bank ETF in Q1 2020 and held it in 20 quarters.
Alaska Permanent Fund's State Street SPDR S&P Bank ETF position peaked at $31.9M in Q4 2021.
246 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.