Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust 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
2024 Q2	–	Sell	-80,000	Closed	-$3.77M	–	1061
2024 Q1	$3.77M	Buy	80,000 +30,000	+60%	+$1.35M	0.01%	440
2023 Q4	$2.3M	Buy	+50,000	New	+$1.98M	0.01%	606

Other funds holding KBE

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

EDRH

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

WBG

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's KBE Position: Q3 2025 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2025, closing a stake of 65,900 shares — an estimated $3.67M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in KBE in Q4 2019 and held it in 6 quarters. The position peaked at $8.51M in Q4 2021. 247 funds tracked by Wall St. Rank hold KBE as of Q3 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2025 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 65,900 State Street SPDR S&P Bank ETF shares in Q3 2025, an estimated $3.67M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 6 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's State Street SPDR S&P Bank ETF position peaked at $8.51M in Q4 2021.
247 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2025.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q3 2025, filed 13 Nov 2025.