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 $293,207. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,813
Previous 5,662 14.99%
Holding current value
$293,207
Previous $336 Million 9.4%
% of portfolio
0.03%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR S&P REGIONAL BANKING ETF

KRE Quotes by TradingView
  • Ticker KRE
  • Sector ETFs
  • Industry ETFs
More about KRE
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email