Roan Capital Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$235K Sell
2,001
-86
-4% -$10K 0.19% 73
2026
Q1
$227K Buy
+2,087
New +$244K 0.21% 67

Other funds holding XLY

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

Roan Capital Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.1% in Q2 2026, selling an estimated $10K and leaving 2,001 shares worth $235K. The position accounts for 0.19% of the portfolio, ranked #73.

Roan Capital Partners first reported a position in XLY in Q1 2026 and has held it in 2 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Roan Capital Partners held 2,001 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $235K as of Q2 2026.
  • Roan Capital Partners sold 86 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $10K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.19% of Roan Capital Partners's portfolio in Q2 2026, its #73 holding.
  • Roan Capital Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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