Cascade Financial Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Cascade Financial Partners’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$314K	Hold	4,813	–	–	0.03%	204
2025 Q4	$312K	Hold	4,813	–	–	0.03%	201
2025 Q3	$305K	Sell	4,813 -849	-15%	-$53.5K	0.03%	204
2025 Q2	$336K	Sell	5,662 -400	-7%	-$22.3K	0.04%	194
2025 Q1	$345K	Buy	6,062 +184	+3%	+$11.2K	0.04%	188
2024 Q4	$355K	Buy	5,878 +400	+7%	+$24.8K	0.05%	174
2024 Q3	$321K	Sell	5,478 -150	-3%	-$8.23K	0.04%	179
2024 Q2	$276K	Sell	5,628 -2,100	-27%	-$101K	0.04%	186
2024 Q1	$360K	Buy	+7,728	New	+$381K	0.05%	161

Other funds holding KRE

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Cascade Financial Partners's KRE Position: Q1 2026 in Review

Cascade Financial Partners held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q1 2026 at 4,813 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #204.

Cascade Financial Partners first reported a position in KRE in Q1 2024 and has held it in 9 quarters since. The position peaked at $360K in Q1 2024. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Cascade Financial Partners held 4,813 shares of State Street SPDR S&P Regional Banking ETF worth $314K as of Q1 2026.
Cascade Financial Partners left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q1 2026.
State Street SPDR S&P Regional Banking ETF made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #204 holding.
Cascade Financial Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's State Street SPDR S&P Regional Banking ETF position peaked at $360K in Q1 2024.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.