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

Elevation Wealth 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	$241K	Hold	3,225	–	–	0.07%	121
2026 Q1	$210K	Sell	3,225 -92	-3%	-$6.22K	0.08%	114
2025 Q4	$215K	Sell	3,317 -1,016	-23%	-$63.8K	0.08%	111
2025 Q3	$274K	Sell	4,333 -1,478	-25%	-$93.2K	0.1%	102
2025 Q2	$345K	Buy	5,811 +4,361	+301%	+$243K	0.14%	86
2025 Q1	$82.4K	Sell	1,450 -2,500	-63%	-$152K	0.04%	187
2024 Q4	$238K	Hold	3,950	–	–	0.1%	103
2024 Q3	$224K	Hold	3,950	–	–	0.1%	106
2024 Q2	$194K	Sell	3,950 -2,485	-39%	-$120K	0.09%	108
2024 Q1	$324K	Sell	6,435 -425	-6%	-$21K	0.16%	84
2023 Q4	$287K	Buy	+6,860	New	+$307K	0.17%	84

Other funds holding KRE

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Elevation Wealth Partners's KRE Position: Q2 2026 in Review

Elevation Wealth Partners held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 3,225 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #121.

Elevation Wealth Partners first reported a position in KRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $345K in Q2 2025. 175 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Elevation Wealth Partners held 3,225 shares of State Street SPDR S&P Regional Banking ETF worth $241K as of Q2 2026.
Elevation Wealth Partners left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.07% of Elevation Wealth Partners's portfolio in Q2 2026, its #121 holding.
Elevation Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and has held it in 11 quarters since.
Elevation Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $345K in Q2 2025.
175 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.