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Roan Capital Partners’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Roan Capital Partners’s Portfolio SPLB Stock Details SPLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.94M Buy
175,836
+11,496
+7% +$256K 3.27% 10
2026
Q1 		$3.65M Buy
+164,340
New +$3.72M 3.37% 12

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Roan Capital Partners's SPLB Position: Q2 2026 in Review

Roan Capital Partners increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 7% in Q2 2026, buying an estimated $256K and bringing the position to 175,836 shares worth $3.94M. The position accounts for 3.27% of the portfolio, ranked #10.

Roan Capital Partners first reported a position in SPLB in Q1 2026 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Roan Capital Partners held 175,836 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $3.94M as of Q2 2026.
  • Roan Capital Partners bought 11,496 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $256K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 3.27% of Roan Capital Partners's portfolio in Q2 2026, its #10 holding.
  • Roan Capital Partners first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

Based on Roan Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.