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 Q2	$321K	Sell	4,291 -522	-11%	-$36.5K	0.03%	219
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 $1.15T AUM 47.82% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

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

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

Cascade Financial Partners's KRE Position: Q2 2026 in Review

Cascade Financial Partners reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 11% in Q2 2026, selling an estimated $36.5K and leaving 4,291 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #219.

Cascade Financial Partners first reported a position in KRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $360K in Q1 2024. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Cascade Financial Partners held 4,291 shares of State Street SPDR S&P Regional Banking ETF worth $321K as of Q2 2026.
Cascade Financial Partners sold 522 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $36.5K.
State Street SPDR S&P Regional Banking ETF made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #219 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 10 quarters since.
Cascade Financial Partners's State Street SPDR S&P Regional Banking ETF position peaked at $360K in Q1 2024.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.