Sigma Planning Corp’s Technology Select Sector SPDR Fund XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13M	Sell	51,320 -4,157	-7%	-$1.05M	0.39%	40
2025 Q1	$11.5M	Buy	55,477 +3,853	+7%	+$796K	0.37%	46
2024 Q4	$12M	Buy	51,624 +865	+2%	+$201K	0.38%	47
2024 Q3	$11.5M	Sell	50,759 -4,409	-8%	-$995K	0.35%	49
2024 Q2	$12.5M	Sell	55,168 -2,172	-4%	-$491K	0.4%	41
2024 Q1	$11.9M	Buy	57,340 +21,344	+59%	+$4.45M	0.38%	43
2023 Q4	$6.93M	Sell	35,996 -31,688	-47%	-$6.1M	0.54%	28
2023 Q3	$11.1M	Buy	67,684 +6,906	+11%	+$1.13M	0.42%	40
2023 Q2	$10.6M	Buy	60,778 +757	+1%	+$132K	0.38%	46
2023 Q1	$9.06M	Sell	60,021 -257	-0.4%	-$38.8K	0.3%	59
2022 Q4	$7.5M	Sell	60,278 -6,767	-10%	-$842K	0.27%	79
2022 Q3	$7.96M	Sell	67,045 -1,741	-3%	-$207K	0.3%	64
2022 Q2	$8.74M	Sell	68,786 -11,467	-14%	-$1.46M	0.3%	61
2022 Q1	$12.8M	Sell	80,253 -33,821	-30%	-$5.38M	0.38%	44
2021 Q4	$19.8M	Buy	114,074 +1,118	+1%	+$194K	0.55%	30
2021 Q3	$16.9M	Buy	112,956 +55,166	+95%	+$8.24M	0.51%	31
2021 Q2	$8.53M	Sell	57,790 -1,895	-3%	-$280K	0.25%	80
2021 Q1	$7.93M	Sell	59,685 -3,585	-6%	-$476K	0.25%	85
2020 Q4	$8.23M	Sell	63,270 -4,933	-7%	-$641K	0.28%	77
2020 Q3	$7.96M	Sell	68,203 -9,973	-13%	-$1.16M	0.32%	61
2020 Q2	$8.17M	Sell	78,176 -3,455	-4%	-$361K	0.36%	48
2020 Q1	$6.56M	Sell	81,631 -56,901	-41%	-$4.57M	0.39%	43
2019 Q4	$12.7M	Buy	138,532 +70,233	+103%	+$6.44M	0.54%	28
2019 Q3	$5.5M	Sell	68,299 -2,869	-4%	-$231K	0.26%	76
2019 Q2	$5.55M	Buy	71,168 +10,720	+18%	+$837K	0.29%	76
2019 Q1	$4.47M	Buy	60,448 +7,303	+14%	+$540K	0.25%	92
2018 Q4	$3.29M	Sell	53,145 -685	-1%	-$42.5K	0.24%	95
2018 Q3	$4.06M	Buy	53,830 +2,544	+5%	+$192K	0.24%	92
2018 Q2	$3.56M	Buy	51,286 +3,348	+7%	+$233K	0.24%	91
2018 Q1	$3.14M	Buy	47,938 +16,135	+51%	+$1.06M	0.23%	103
2017 Q4	$2.03M	Buy	31,803 +2,245	+8%	+$144K	0.16%	162
2017 Q3	$1.75M	Buy	29,558 +5,748	+24%	+$340K	0.14%	169
2017 Q2	$1.3M	Sell	23,810 -139	-0.6%	-$7.61K	0.12%	197
2017 Q1	$1.28M	Buy	23,949 +5,915	+33%	+$315K	0.12%	196
2016 Q4	$872K	Buy	18,034 +2,185	+14%	+$106K	0.1%	230
2016 Q3	$757K	Buy	15,849 +541	+4%	+$25.8K	0.09%	245
2016 Q2	$664K	Sell	15,308 -13,054	-46%	-$566K	0.09%	260
2016 Q1	$1.26M	Sell	28,362 -16,334	-37%	-$724K	0.17%	137
2015 Q4	$1.91M	Buy	44,696 +30,635	+218%	+$1.31M	0.27%	82
2015 Q3	$555K	Sell	14,061 -14,001	-50%	-$553K	0.09%	268
2015 Q2	$1.16M	Buy	28,062 +12,519	+81%	+$518K	0.16%	157
2015 Q1	$644K	Sell	15,543 -8,363	-35%	-$347K	0.09%	282
2014 Q4	$989K	Buy	+23,906	New	+$989K	0.13%	185