Sigma Planning Corp’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Sigma Planning Corp’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$213K	Sell	840 -14	-2%	-$3.83K	0.01%	1212
2025 Q4	$206K	Buy	+854	New	+$203K	0.01%	1215
2023 Q2	–	Sell	-2,949	Closed	-$345K	–	1362
2023 Q1	$345K	Sell	2,949 -296	-9%	-$34.4K	0.01%	950
2022 Q4	$357K	Sell	3,245 -55	-2%	-$5.81K	0.01%	898
2022 Q3	$303K	Sell	3,300 -47	-1%	-$4.91K	0.01%	940
2022 Q2	$337K	Sell	3,347 -101	-3%	-$11.1K	0.01%	937
2022 Q1	$430K	Sell	3,448 -380	-10%	-$44.6K	0.01%	899
2021 Q4	$446K	Sell	3,828 -63	-2%	-$7.5K	0.01%	905
2021 Q3	$464K	Buy	3,891 +55	+1%	+$6.8K	0.01%	855
2021 Q2	$508K	Buy	3,836 +110	+3%	+$14.1K	0.02%	824
2021 Q1	$468K	Sell	3,726 -5,528	-60%	-$669K	0.02%	786
2020 Q4	$1.06M	Sell	9,254 -906	-9%	-$91.8K	0.04%	414
2020 Q3	$887K	Sell	10,160 -446	-4%	-$39.6K	0.04%	435
2020 Q2	$930K	Buy	10,606 +930	+10%	+$77.1K	0.04%	405
2020 Q1	$736K	Sell	9,676 -41,705	-81%	-$4.29M	0.04%	391
2019 Q4	$5.61M	Buy	51,381 +3,604	+8%	+$389K	0.24%	85
2019 Q3	$5.1M	Buy	47,777 +41,908	+714%	+$4.45M	0.25%	91
2019 Q2	$610K	Buy	5,869 +60	+1%	+$5.86K	0.03%	489
2019 Q1	$533K	Sell	5,809 -357	-6%	-$32K	0.03%	494
2018 Q4	$487K	Sell	6,166 -1,241	-17%	-$109K	0.04%	452
2018 Q3	$737K	Sell	7,407 -748	-9%	-$70.6K	0.04%	373
2018 Q2	$711K	Buy	8,155 +1,703	+26%	+$150K	0.05%	361
2018 Q1	$561K	Sell	6,452 -187	-3%	-$16.2K	0.04%	413
2017 Q4	$555K	Sell	6,639 -2	-0%	-$164	0.04%	407
2017 Q3	$530K	Buy	6,641 +994	+18%	+$74.3K	0.04%	407
2017 Q2	$398K	Buy	5,647 +99	+2%	+$6.81K	0.04%	476
2017 Q1	$371K	Buy	+5,548	New	+$368K	0.04%	494

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Sigma Planning Corp's XAR Position: Q1 2026 in Review

Sigma Planning Corp reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 1.6% in Q1 2026, selling an estimated $3.83K and leaving 840 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #1212.

Sigma Planning Corp first reported a position in XAR in Q1 2017 and has held it in 27 quarters since. The position peaked at $5.61M in Q4 2019. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Sigma Planning Corp held 840 shares of State Street SPDR S&P Aerospace & Defense ETF worth $213K as of Q1 2026.
Sigma Planning Corp sold 14 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $3.83K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1212 holding.
Sigma Planning Corp first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2017 and has held it in 27 quarters since.
Sigma Planning Corp's State Street SPDR S&P Aerospace & Defense ETF position peaked at $5.61M in Q4 2019.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.