Sigma Planning Corp
XLC icon

Sigma Planning Corp’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Sigma Planning Corp’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$989K Sell
8,909
-277
-3% -$30.8K 0.03% 585
2026
Q2 		$984K Sell
9,186
-10,821
-54% -$1.23M 0.02% 599
2026
Q1 		$2.22M Sell
20,007
-918
-4% -$106K 0.06% 314
2025
Q4 		$2.46M Sell
20,925
-2,678
-11% -$308K 0.07% 289
2025
Q3 		$2.79M Sell
23,603
-3,676
-13% -$409K 0.08% 254
2025
Q2 		$2.96M Buy
27,279
+211
+0.8% +$20.8K 0.09% 233
2025
Q1 		$2.61M Sell
27,068
-4,043
-13% -$404K 0.08% 237
2024
Q4 		$3.01M Buy
31,111
+11,551
+59% +$1.1M 0.09% 207
2024
Q3 		$1.77M Sell
19,560
-7,687
-28% -$663K 0.05% 323
2024
Q2 		$2.33M Sell
27,247
-391
-1% -$32.2K 0.07% 251
2024
Q1 		$2.26M Buy
27,638
+19,182
+227% +$1.49M 0.07% 278
2023
Q4 		$614K Sell
8,456
-11,918
-58% -$820K 0.05% 393
2023
Q3 		$1.34M Sell
20,374
-4,586
-18% -$306K 0.05% 371
2023
Q2 		$1.62M Buy
24,960
+259
+1% +$15.8K 0.06% 326
2023
Q1 		$1.43M Buy
24,701
+2,452
+11% +$133K 0.05% 386
2022
Q4 		$1.07M Buy
22,249
+1,412
+7% +$69.1K 0.04% 452
2022
Q3 		$998K Buy
20,837
+10,112
+94% +$556K 0.04% 461
2022
Q2 		$582K Sell
10,725
-369
-3% -$22.2K 0.02% 697
2022
Q1 		$763K Sell
11,094
-20,514
-65% -$1.45M 0.02% 652
2021
Q4 		$2.46M Sell
31,608
-1,109
-3% -$87.7K 0.07% 285
2021
Q3 		$2.62M Sell
32,717
-15,936
-33% -$1.32M 0.08% 263
2021
Q2 		$3.94M Buy
48,653
+25,172
+107% +$1.96M 0.12% 197
2021
Q1 		$1.72M Buy
23,481
+115
+0.5% +$8.18K 0.06% 352
2020
Q4 		$1.58M Buy
23,366
+4,684
+25% +$298K 0.05% 327
2020
Q3 		$1.11M Sell
18,682
-23,557
-56% -$1.4M 0.04% 370
2020
Q2 		$2.28M Sell
42,239
-2,773
-6% -$142K 0.1% 215
2020
Q1 		$1.99M Buy
45,012
+39,561
+726% +$2.05M 0.12% 177
2019
Q4 		$292K Buy
5,451
+436
+9% +$22.5K 0.01% 816
2019
Q3 		$248K Sell
5,015
-599
-11% -$30K 0.01% 847
2019
Q2 		$276K Sell
5,614
-11,531
-67% -$561K 0.01% 766
2019
Q1 		$802K Buy
+17,145
New +$781K 0.05% 368

Other funds holding XLC

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Sigma Planning Corp reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3% in Q3 2026, selling an estimated $30.8K and leaving 8,909 shares worth $989K. The position accounts for 0.03% of the portfolio, ranked #585.

Sigma Planning Corp first reported a position in XLC in Q1 2019 and has held it in 31 quarters since. The position peaked at $3.94M in Q2 2021. 337 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • Sigma Planning Corp held 8,909 shares of State Street Communication Services Select Sector SPDR ETF worth $989K as of Q3 2026.
  • Sigma Planning Corp sold 277 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $30.8K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.03% of Sigma Planning Corp's portfolio in Q3 2026, its #585 holding.
  • Sigma Planning Corp first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 31 quarters since.
  • Sigma Planning Corp's State Street Communication Services Select Sector SPDR ETF position peaked at $3.94M in Q2 2021.
  • 337 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

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