Sigma Planning Corp’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.59M	Buy	50,950 +438	+0.9%	+$22.5K	0.07%	307
2026 Q1	$2.52M	Sell	50,512 -1,066	-2%	-$53.5K	0.07%	296
2025 Q4	$2.34M	Buy	51,578 +2,968	+6%	+$131K	0.06%	297
2025 Q3	$2.18M	Buy	48,610 +930	+2%	+$42K	0.06%	302
2025 Q2	$2.09M	Buy	47,680 +78	+0.2%	+$3.31K	0.06%	295
2025 Q1	$2.05M	Buy	47,602 +3,272	+7%	+$143K	0.07%	276
2024 Q4	$1.86M	Buy	44,330 +1,108	+3%	+$51.3K	0.06%	302
2024 Q3	$2.08M	Sell	43,222 -11,618	-21%	-$530K	0.06%	279
2024 Q2	$2.42M	Buy	54,840 +10,856	+25%	+$491K	0.08%	245
2024 Q1	$2.04M	Buy	43,984 +23,458	+114%	+$1.01M	0.06%	316
2023 Q4	$878K	Sell	20,526 -20,302	-50%	-$812K	0.07%	296
2023 Q3	$1.6M	Sell	40,828 -1,920	-4%	-$78.9K	0.06%	317
2023 Q2	$1.77M	Sell	42,748 -12,910	-23%	-$513K	0.06%	306
2023 Q1	$2.24M	Sell	55,658 -6,698	-11%	-$271K	0.07%	272
2022 Q4	$2.42M	Buy	62,356 +1,666	+3%	+$64K	0.09%	239
2022 Q3	$2.06M	Buy	60,690 +5,722	+10%	+$215K	0.08%	246
2022 Q2	$2.02M	Buy	54,968 +3,660	+7%	+$153K	0.07%	275
2022 Q1	$2.26M	Sell	51,308 -62,490	-55%	-$2.67M	0.07%	284
2021 Q4	$5.16M	Sell	113,798 -26,226	-19%	-$1.13M	0.14%	150
2021 Q3	$5.54M	Sell	140,024 -6,736	-5%	-$280K	0.17%	128
2021 Q2	$6.04M	Sell	146,760 -16,504	-10%	-$695K	0.18%	118
2021 Q1	$6.43M	Sell	163,264 -68,164	-29%	-$2.57M	0.21%	114
2020 Q4	$8.38M	Buy	231,428 +122,206	+112%	+$4.18M	0.28%	75
2020 Q3	$3.48M	Buy	109,222 +67,076	+159%	+$2.08M	0.14%	166
2020 Q2	$1.19M	Buy	42,146 +2,200	+6%	+$57.9K	0.05%	342
2020 Q1	$900K	Sell	39,946 -26,184	-40%	-$719K	0.05%	344
2019 Q4	$2.03M	Buy	66,130 +24,456	+59%	+$722K	0.09%	240
2019 Q3	$1.21M	Sell	41,674 -1,754	-4%	-$50.6K	0.06%	328
2019 Q2	$1.27M	Sell	43,428 -20,214	-32%	-$570K	0.07%	299
2019 Q1	$1.77M	Buy	63,642 +22,650	+55%	+$611K	0.1%	216
2018 Q4	$1.03M	Buy	40,992 +2,994	+8%	+$79.8K	0.08%	254
2018 Q3	$1.1M	Buy	37,998 +1,208	+3%	+$35.6K	0.06%	281
2018 Q2	$1.07M	Sell	36,790 -10,404	-22%	-$305K	0.07%	267
2018 Q1	$1.34M	Buy	47,194 +4,738	+11%	+$144K	0.1%	215
2017 Q4	$1.28M	Buy	42,456 +10,120	+31%	+$298K	0.1%	219
2017 Q3	$918K	Buy	32,336 +1,588	+5%	+$43.7K	0.08%	262
2017 Q2	$827K	Sell	30,748 -9,412	-23%	-$250K	0.08%	278
2017 Q1	$1.05M	Buy	40,160 +28,014	+231%	+$727K	0.1%	228
2016 Q4	$302K	Sell	12,146 -11,098	-48%	-$269K	0.03%	520
2016 Q3	$555K	Buy	23,244 +5,934	+34%	+$143K	0.07%	313
2016 Q2	$401K	Buy	+17,310	New	+$403K	0.05%	384

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sigma Planning Corp's XLB Position: Q2 2026 in Review

Sigma Planning Corp increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.87% in Q2 2026, buying an estimated $22.5K and bringing the position to 50,950 shares worth $2.59M. The position accounts for 0.07% of the portfolio, ranked #307.

Sigma Planning Corp first reported a position in XLB in Q2 2016 and has held it in 41 quarters since. The position peaked at $8.38M in Q4 2020. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Sigma Planning Corp held 50,950 shares of State Street Materials Select Sector SPDR ETF worth $2.59M as of Q2 2026.
Sigma Planning Corp bought 438 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $22.5K.
State Street Materials Select Sector SPDR ETF made up 0.07% of Sigma Planning Corp's portfolio in Q2 2026, its #307 holding.
Sigma Planning Corp first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2016 and has held it in 41 quarters since.
Sigma Planning Corp's State Street Materials Select Sector SPDR ETF position peaked at $8.38M in Q4 2020.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.