Sigma Planning Corp’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.5M	Sell	86,544 -10,466	-11%	-$1.79M	0.42%	34
2026 Q1	$12.9M	Sell	97,010 -13,738	-12%	-$1.94M	0.36%	45
2025 Q4	$15.7M	Buy	110,748 +7,408	+7%	+$1.07M	0.43%	32
2025 Q3	$14.6M	Buy	103,340 +700	+0.7%	+$92.7K	0.41%	35
2025 Q2	$13M	Sell	102,640 -8,314	-7%	-$923K	0.39%	40
2025 Q1	$11.5M	Buy	110,954 +7,706	+7%	+$874K	0.37%	46
2024 Q4	$12M	Buy	103,248 +1,730	+2%	+$201K	0.38%	47
2024 Q3	$11.5M	Sell	101,518 -8,818	-8%	-$968K	0.35%	49
2024 Q2	$12.5M	Sell	110,336 -4,344	-4%	-$457K	0.4%	41
2024 Q1	$11.9M	Buy	114,680 +42,688	+59%	+$4.32M	0.38%	43
2023 Q4	$6.93M	Sell	71,992 -63,376	-47%	-$5.64M	0.54%	28
2023 Q3	$11.1M	Buy	135,368 +13,812	+11%	+$1.18M	0.42%	40
2023 Q2	$10.6M	Buy	121,556 +1,514	+1%	+$119K	0.38%	46
2023 Q1	$9.06M	Sell	120,042 -514	-0.4%	-$35.4K	0.3%	59
2022 Q4	$7.5M	Sell	120,556 -13,534	-10%	-$859K	0.27%	79
2022 Q3	$7.96M	Sell	134,090 -3,482	-3%	-$238K	0.3%	64
2022 Q2	$8.74M	Sell	137,572 -22,934	-14%	-$1.6M	0.3%	63
2022 Q1	$12.8M	Sell	160,506 -67,642	-30%	-$5.31M	0.38%	44
2021 Q4	$19.8M	Buy	228,148 +2,236	+1%	+$184K	0.55%	30
2021 Q3	$16.9M	Buy	225,912 +110,332	+95%	+$8.51M	0.51%	32
2021 Q2	$8.53M	Sell	115,580 -3,790	-3%	-$265K	0.25%	80
2021 Q1	$7.93M	Sell	119,370 -7,170	-6%	-$473K	0.25%	85
2020 Q4	$8.23M	Sell	126,540 -9,866	-7%	-$601K	0.28%	78
2020 Q3	$7.96M	Sell	136,406 -19,946	-13%	-$1.13M	0.32%	61
2020 Q2	$8.17M	Sell	156,352 -6,910	-4%	-$325K	0.36%	48
2020 Q1	$6.56M	Sell	163,262 -113,802	-41%	-$5.19M	0.39%	43
2019 Q4	$12.7M	Buy	277,064 +140,466	+103%	+$6.01M	0.54%	29
2019 Q3	$5.5M	Sell	136,598 -5,738	-4%	-$230K	0.26%	76
2019 Q2	$5.55M	Buy	142,336 +21,440	+18%	+$817K	0.29%	76
2019 Q1	$4.47M	Buy	120,896 +14,606	+14%	+$500K	0.25%	92
2018 Q4	$3.29M	Sell	106,290 -1,370	-1%	-$46.3K	0.24%	95
2018 Q3	$4.05M	Buy	107,660 +5,088	+5%	+$187K	0.24%	92
2018 Q2	$3.56M	Buy	102,572 +6,696	+7%	+$230K	0.24%	91
2018 Q1	$3.14M	Buy	95,876 +32,270	+51%	+$1.08M	0.23%	104
2017 Q4	$2.03M	Buy	63,606 +4,490	+8%	+$141K	0.16%	163
2017 Q3	$1.75M	Buy	59,116 +11,496	+24%	+$331K	0.14%	170
2017 Q2	$1.3M	Sell	47,620 -278	-0.6%	-$7.65K	0.12%	197
2017 Q1	$1.28M	Buy	47,898 +11,830	+33%	+$305K	0.12%	196
2016 Q4	$872K	Buy	36,068 +4,370	+14%	+$104K	0.1%	230
2016 Q3	$757K	Buy	31,698 +1,082	+4%	+$25.1K	0.09%	246
2016 Q2	$664K	Sell	30,616 -26,108	-46%	-$566K	0.09%	260
2016 Q1	$1.26M	Sell	56,724 -32,668	-37%	-$675K	0.17%	137
2015 Q4	$1.91M	Buy	89,392 +61,270	+218%	+$1.32M	0.27%	82
2015 Q3	$555K	Sell	28,122 -28,002	-50%	-$577K	0.09%	270
2015 Q2	$1.16M	Buy	56,124 +25,038	+81%	+$534K	0.16%	157
2015 Q1	$644K	Sell	31,086 -16,726	-35%	-$349K	0.09%	282
2014 Q4	$989K	Buy	+47,812	New	+$969K	0.13%	185

Other funds holding XLK

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Sigma Planning Corp reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q2 2026, selling an estimated $1.79M and leaving 86,544 shares worth $16.5M. The position accounts for 0.42% of the portfolio, ranked #34.

Sigma Planning Corp first reported a position in XLK in Q4 2014 and has held it in 47 quarters since. The position peaked at $19.8M in Q4 2021. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Sigma Planning Corp held 86,544 shares of State Street Technology Select Sector SPDR ETF worth $16.5M as of Q2 2026.
Sigma Planning Corp sold 10,466 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.79M.
State Street Technology Select Sector SPDR ETF made up 0.42% of Sigma Planning Corp's portfolio in Q2 2026, its #34 holding.
Sigma Planning Corp first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
Sigma Planning Corp's State Street Technology Select Sector SPDR ETF position peaked at $19.8M in Q4 2021.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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