Roan Capital Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Roan Capital Partners's XLU Position: Q2 2026 in Review
Roan Capital Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.38% in Q2 2026, buying an estimated $2.35K and bringing the position to 13,689 shares worth $621K. The position accounts for 0.51% of the portfolio, ranked #41.
Roan Capital Partners first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $626K in Q1 2026. 1,571 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Roan Capital Partners held 13,689 shares of State Street Utilities Select Sector SPDR ETF worth $621K as of Q2 2026.
- Roan Capital Partners bought 52 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.35K.
- State Street Utilities Select Sector SPDR ETF made up 0.51% of Roan Capital Partners's portfolio in Q2 2026, its #41 holding.
- Roan Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- Roan Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $626K in Q1 2026.
- 1,571 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Roan Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.