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 Q3	–	Sell	-837	Closed	-$238K	–	1451
2026 Q2	$238K	Sell	837 -3	-0.4%	-$811	0.01%	1227
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

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Sigma Planning Corp's XAR Position: Q3 2026 in Review

Sigma Planning Corp sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2026, closing a stake of 837 shares — an estimated $238K sold.

Sigma Planning Corp first reported a position in XAR in Q1 2017 and held it in 28 quarters. The position peaked at $5.61M in Q4 2019. 175 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Sigma Planning Corp reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
Sigma Planning Corp sold 837 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $238K.
Sigma Planning Corp first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2017 and held it in 28 quarters.
Sigma Planning Corp's State Street SPDR S&P Aerospace & Defense ETF position peaked at $5.61M in Q4 2019.
175 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.