Cascade Financial Partners, LLC Spdr S&P Regional Banking ETF Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 4,813 shares of KRE stock, worth $279,827. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,813

Previous 5,662 14.99%

Holding current value

$279,827

Previous $336 Million 9.4%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$58.82 - $66.17 $49,938 - $56,178	-849 Reduced 14.99%	4,813 $305 Million
Q2 2025 Aug 07, 2025	SELL	$48.81 - $59.48 $19,524 - $23,792	-400 Reduced 6.6%	5,662 $336 Million
Q1 2025 May 13, 2025	BUY	$55.11 - $65.5 $10,140 - $12,052	184 Added 3.13%	6,062 $345 Million
Q4 2024 Feb 07, 2025	BUY	$54.6 - $68.9 $21,840 - $27,560	400 Added 7.3%	5,878 $355 Million
Q3 2024 Oct 24, 2024	SELL	$47.94 - $59.23 $7,191 - $8,884	-150 Reduced 2.67%	5,478 $321 Million
Q2 2024 Jul 31, 2024	SELL	$45.75 - $51.19 $96,075 - $107,499	-2,100 Reduced 27.17%	5,628 $276 Million
Q1 2024 May 14, 2024	BUY	$46.83 - $53.0 $361,902 - $409,584	7,728 New	7,728 $360 Million

Others Institutions Holding KRE

# of Institutions

669

Shares Held

102M

Call Options Held

50.7M

Put Options Held

66.7M

View Full List

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
Sector ETFs
Industry ETFs

More about KRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Account

Cascade Financial Partners, LLC Spdr S&P Regional Banking ETF Transaction History