Sigma Planning Corp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.26M	Buy	134,822 +15,968	+13%	+$857K	0.23%	77
2025 Q4	$5.3M	Sell	118,854 -842	-0.7%	-$37.5K	0.15%	140
2025 Q3	$5.35M	Sell	119,696 -10,410	-8%	-$456K	0.15%	132
2025 Q2	$5.52M	Sell	130,106 -6,034	-4%	-$251K	0.17%	116
2025 Q1	$6.36M	Sell	136,140 -1,878	-1%	-$84.7K	0.2%	91
2024 Q4	$5.91M	Sell	138,018 -7,920	-5%	-$360K	0.19%	102
2024 Q3	$6.41M	Sell	145,938 -64,690	-31%	-$2.89M	0.2%	99
2024 Q2	$9.6M	Buy	210,628 +38,334	+22%	+$1.79M	0.3%	58
2024 Q1	$8.13M	Buy	172,294 +48,228	+39%	+$2.07M	0.26%	71
2023 Q4	$5.2M	Sell	124,066 -185,062	-60%	-$7.91M	0.41%	41
2023 Q3	$14M	Buy	309,128 +14,958	+5%	+$654K	0.52%	30
2023 Q2	$11.9M	Sell	294,170 -46,570	-14%	-$1.9M	0.43%	37
2023 Q1	$14.1M	Sell	340,740 -54,116	-14%	-$2.31M	0.47%	34
2022 Q4	$17.3M	Buy	394,856 +55,604	+16%	+$2.42M	0.62%	22
2022 Q3	$12.2M	Sell	339,252 -94,570	-22%	-$3.58M	0.47%	35
2022 Q2	$15.5M	Buy	433,822 +25,696	+6%	+$1.03M	0.56%	27
2022 Q1	$15.6M	Buy	408,126 +109,838	+37%	+$3.8M	0.47%	30
2021 Q4	$8.28M	Buy	298,288 +60,508	+25%	+$1.71M	0.23%	85
2021 Q3	$6.19M	Sell	237,780 -267,924	-53%	-$6.64M	0.19%	111
2021 Q2	$13.6M	Buy	505,704 +25,010	+5%	+$650K	0.41%	43
2021 Q1	$11.8M	Buy	480,694 +225,538	+88%	+$5.2M	0.38%	48
2020 Q4	$4.83M	Buy	255,156 +57,956	+29%	+$999K	0.17%	137
2020 Q3	$2.95M	Sell	197,200 -92,920	-32%	-$1.65M	0.12%	190
2020 Q2	$5.49M	Buy	290,120 +185,210	+177%	+$3.44M	0.24%	85
2020 Q1	$1.52M	Buy	104,910 +18,612	+22%	+$441K	0.09%	232
2019 Q4	$2.59M	Buy	86,298 +19,096	+28%	+$566K	0.11%	191
2019 Q3	$1.99M	Sell	67,202 -19,190	-22%	-$580K	0.1%	225
2019 Q2	$2.75M	Sell	86,392 -7,144	-8%	-$229K	0.14%	165
2019 Q1	$3.09M	Buy	93,536 +18,848	+25%	+$605K	0.18%	139
2018 Q4	$2.14M	Sell	74,688 -11,364	-13%	-$380K	0.16%	143
2018 Q3	$3.26M	Sell	86,052 -1,950	-2%	-$73.1K	0.19%	113
2018 Q2	$3.34M	Buy	88,002 +5,844	+7%	+$217K	0.22%	98
2018 Q1	$2.77M	Buy	82,158 +5,204	+7%	+$184K	0.2%	123
2017 Q4	$2.78M	Buy	76,954 +4,608	+6%	+$159K	0.22%	119
2017 Q3	$2.48M	Sell	72,346 -13,102	-15%	-$426K	0.21%	122
2017 Q2	$2.77M	Buy	85,448 +6,058	+8%	+$204K	0.26%	92
2017 Q1	$2.77M	Buy	79,390 +26,634	+50%	+$963K	0.27%	80
2016 Q4	$1.99M	Sell	52,756 -1,506	-3%	-$54.5K	0.22%	111
2016 Q3	$1.92M	Sell	54,262 -1,658	-3%	-$56.8K	0.23%	102
2016 Q2	$1.91M	Buy	55,920 +10,004	+22%	+$330K	0.25%	93
2016 Q1	$1.42M	Sell	45,916 -31,142	-40%	-$903K	0.19%	122
2015 Q4	$2.32M	Buy	77,058 +45,236	+142%	+$1.49M	0.33%	61
2015 Q3	$974K	Buy	31,822 +3,464	+12%	+$117K	0.16%	163
2015 Q2	$1.07M	Sell	28,358 -14,704	-34%	-$584K	0.15%	169
2015 Q1	$1.67M	Buy	43,062 +17,770	+70%	+$688K	0.22%	113
2014 Q4	$1M	Buy	+25,292	New	+$1.05M	0.13%	184