Elevated Capital Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Elevated Capital Advisors’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 Q3	$1.32K	Hold	19	–	–	﹤0.01%	731
2026 Q2	$1.42K	Hold	19	–	–	﹤0.01%	708
2026 Q1	$1.24K	Hold	19	–	–	﹤0.01%	711
2025 Q4	$1.23K	Buy	+19	New	+$1.19K	﹤0.01%	689

Other funds holding KRE

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

First Financial Bankshares Abilene, Texas $5.57B AUM 22.53% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Elevated Capital Advisors's KRE Position: Q3 2026 in Review

Elevated Capital Advisors held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q3 2026 at 19 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Elevated Capital Advisors first reported a position in KRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.42K in Q2 2026. 290 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

Elevated Capital Advisors held 19 shares of State Street SPDR S&P Regional Banking ETF worth $1.32K as of Q3 2026.
Elevated Capital Advisors left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q3 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #731 holding.
Elevated Capital Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2025 and has held it in 4 quarters since.
Elevated Capital Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $1.42K in Q2 2026.
290 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.