Sigma Planning Corp’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.64M	Buy	41,045 +3,467	+9%	+$582K	0.18%	109
2025 Q4	$5.83M	Buy	37,578 +2,159	+6%	+$332K	0.16%	123
2025 Q3	$5.46M	Buy	35,419 +530	+2%	+$80.3K	0.16%	129
2025 Q2	$5.15M	Buy	34,889 +4,272	+14%	+$583K	0.15%	126
2025 Q1	$4.01M	Buy	30,617 +936	+3%	+$126K	0.13%	168
2024 Q4	$3.91M	Sell	29,681 -15,176	-34%	-$2.09M	0.12%	171
2024 Q3	$6.08M	Buy	44,857 +13,038	+41%	+$1.66M	0.19%	106
2024 Q2	$3.88M	Sell	31,819 -2,082	-6%	-$257K	0.12%	162
2024 Q1	$4.27M	Buy	33,901 +16,518	+95%	+$1.94M	0.13%	155
2023 Q4	$1.98M	Sell	17,383 -58,996	-77%	-$6.19M	0.16%	131
2023 Q3	$7.74M	Buy	76,379 +42,497	+125%	+$4.55M	0.29%	65
2023 Q2	$3.64M	Sell	33,882 -3,354	-9%	-$338K	0.13%	157
2023 Q1	$3.77M	Sell	37,236 -6,621	-15%	-$666K	0.13%	172
2022 Q4	$4.31M	Buy	43,857 +1,915	+5%	+$182K	0.15%	145
2022 Q3	$3.48M	Sell	41,942 -3,216	-7%	-$296K	0.13%	165
2022 Q2	$3.94M	Sell	45,158 -6,129	-12%	-$578K	0.14%	155
2022 Q1	$5.28M	Sell	51,287 -10,045	-16%	-$1.02M	0.16%	127
2021 Q4	$6.49M	Sell	61,332 -22,312	-27%	-$2.32M	0.18%	109
2021 Q3	$8.18M	Sell	83,644 -12,779	-13%	-$1.31M	0.25%	80
2021 Q2	$9.87M	Buy	96,423 +1,122	+1%	+$115K	0.29%	62
2021 Q1	$9.38M	Buy	95,301 +5,516	+6%	+$505K	0.3%	66
2020 Q4	$7.95M	Buy	89,785 +30,330	+51%	+$2.56M	0.27%	80
2020 Q3	$4.58M	Buy	59,455 +30,791	+107%	+$2.3M	0.18%	119
2020 Q2	$1.97M	Buy	28,664 +1,265	+5%	+$82K	0.09%	240
2020 Q1	$1.62M	Sell	27,399 -2,158	-7%	-$163K	0.1%	219
2019 Q4	$2.41M	Buy	29,557 +577	+2%	+$46.1K	0.1%	207
2019 Q3	$2.25M	Sell	28,980 -3,129	-10%	-$240K	0.11%	201
2019 Q2	$2.49M	Sell	32,109 -4,832	-13%	-$367K	0.13%	179
2019 Q1	$2.77M	Buy	36,941 +6,580	+22%	+$476K	0.16%	152
2018 Q4	$1.96M	Sell	30,361 -3,644	-11%	-$258K	0.14%	158
2018 Q3	$2.67M	Sell	34,005 -49	-0.1%	-$3.73K	0.16%	138
2018 Q2	$2.44M	Sell	34,054 -5,013	-13%	-$372K	0.16%	147
2018 Q1	$2.9M	Buy	39,067 +4,506	+13%	+$347K	0.21%	114
2017 Q4	$2.62M	Buy	34,561 +21,893	+173%	+$1.59M	0.2%	126
2017 Q3	$899K	Buy	12,668 +3,118	+33%	+$214K	0.07%	269
2017 Q2	$650K	Buy	9,550 +353	+4%	+$23.6K	0.06%	336
2017 Q1	$598K	Sell	9,197 -2,909	-24%	-$188K	0.06%	343
2016 Q4	$753K	Buy	12,106 +7,592	+168%	+$457K	0.08%	263
2016 Q3	$264K	Sell	4,514 -5,366	-54%	-$312K	0.03%	557
2016 Q2	$553K	Sell	9,880 -645	-6%	-$36K	0.07%	298
2016 Q1	$584K	Buy	10,525 +6,730	+177%	+$348K	0.08%	277
2015 Q4	$201K	Buy	+3,795	New	+$204K	0.03%	607
2015 Q3	–	Sell	-3,857	Closed	-$209K	–	758
2015 Q2	$209K	Sell	3,857 -457	-11%	-$25.6K	0.03%	614
2015 Q1	$241K	Sell	4,314 -709	-14%	-$39.9K	0.03%	609
2014 Q4	$284K	Buy	+5,023	New	+$276K	0.04%	522

Other funds holding XLI

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Sigma Planning Corp increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9.2% in Q1 2026, buying an estimated $582K and bringing the position to 41,045 shares worth $6.64M. The position accounts for 0.18% of the portfolio, ranked #109.

Sigma Planning Corp first reported a position in XLI in Q4 2014 and has held it in 45 quarters since. The position peaked at $9.87M in Q2 2021. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Sigma Planning Corp held 41,045 shares of State Street Industrial Select Sector SPDR ETF worth $6.64M as of Q1 2026.
Sigma Planning Corp bought 3,467 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $582K.
State Street Industrial Select Sector SPDR ETF made up 0.18% of Sigma Planning Corp's portfolio in Q1 2026, its #109 holding.
Sigma Planning Corp first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and has held it in 45 quarters since.
Sigma Planning Corp's State Street Industrial Select Sector SPDR ETF position peaked at $9.87M in Q2 2021.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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