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 Q3	$224K	Hold	3,225	–	–	0.06%	133
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

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

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Elevation Wealth Partners's KRE Position: Q3 2026 in Review

Elevation Wealth Partners held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q3 2026 at 3,225 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #133.

Elevation Wealth Partners first reported a position in KRE in Q4 2023 and has held it in 12 quarters since. The position peaked at $345K in Q2 2025. 161 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

Elevation Wealth Partners held 3,225 shares of State Street SPDR S&P Regional Banking ETF worth $224K as of Q3 2026.
Elevation Wealth Partners 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 0.06% of Elevation Wealth Partners's portfolio in Q3 2026, its #133 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 12 quarters since.
Elevation Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $345K in Q2 2025.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.