Sigma Planning Corp’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$715K	Buy	17,480 +2,596	+17%	+$115K	0.02%	695
2026 Q2	$655K	Sell	14,884 -959	-6%	-$42.2K	0.02%	788
2026 Q1	$647K	Sell	15,843 -49	-0.3%	-$2.05K	0.02%	741
2025 Q4	$641K	Sell	15,892 -1,305	-8%	-$53.7K	0.02%	711
2025 Q3	$724K	Sell	17,197 -7,946	-32%	-$332K	0.02%	659
2025 Q2	$1.04M	Buy	25,143 +7,538	+43%	+$310K	0.03%	487
2025 Q1	$737K	Sell	17,605 -2,258	-11%	-$94.1K	0.02%	590
2024 Q4	$808K	Sell	19,863 -2,790	-12%	-$121K	0.03%	570
2024 Q3	$1.01M	Buy	22,653 +3,039	+15%	+$128K	0.03%	496
2024 Q2	$753K	Sell	19,614 -4,409	-18%	-$166K	0.02%	568
2024 Q1	$950K	Buy	24,023 +14,071	+141%	+$547K	0.03%	523
2023 Q4	$399K	Sell	9,952 -6,058	-38%	-$218K	0.03%	534
2023 Q3	$545K	Sell	16,010 -5,554	-26%	-$206K	0.02%	674
2023 Q2	$813K	Buy	21,564 +5,759	+36%	+$212K	0.03%	541
2023 Q1	$591K	Sell	15,805 -3,641	-19%	-$140K	0.02%	730
2022 Q4	$718K	Sell	19,446 -1,611	-8%	-$59.5K	0.03%	615
2022 Q3	$758K	Sell	21,057 -10,353	-33%	-$434K	0.03%	561
2022 Q2	$1.28M	Sell	31,410 -1,460	-4%	-$65.1K	0.04%	382
2022 Q1	$1.59M	Buy	32,870 +7,521	+30%	+$353K	0.05%	377
2021 Q4	$1.31M	Sell	25,349 -7,322	-22%	-$352K	0.04%	443
2021 Q3	$1.45M	Sell	32,671 -40,680	-55%	-$1.89M	0.04%	425
2021 Q2	$3.25M	Buy	73,351 +65,287	+810%	+$2.8M	0.1%	228
2021 Q1	$318K	Sell	8,064 -3,342	-29%	-$126K	0.01%	957
2020 Q4	$417K	Buy	11,406 +31	+0.3%	+$1.12K	0.01%	765
2020 Q3	$401K	Sell	11,375 -6,245	-35%	-$223K	0.02%	687
2020 Q2	$613K	Buy	17,620 +8,244	+88%	+$279K	0.03%	519
2020 Q1	$291K	Sell	9,376 -25,506	-73%	-$953K	0.02%	662
2019 Q4	$1.35M	Buy	34,882 +6,593	+23%	+$255K	0.06%	334
2019 Q3	$1.11M	Sell	28,289 -4,576	-14%	-$176K	0.05%	345
2019 Q2	$1.21M	Buy	32,865 +8,210	+33%	+$300K	0.06%	311
2019 Q1	$893K	Buy	24,655 +14,117	+134%	+$482K	0.05%	346
2018 Q4	$327K	Buy	+10,538	New	+$342K	0.02%	574

Other funds holding XLRE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

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

Sigma Planning Corp increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 17% in Q3 2026, buying an estimated $115K and bringing the position to 17,480 shares worth $715K. The position accounts for 0.02% of the portfolio, ranked #695.

Sigma Planning Corp first reported a position in XLRE in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.25M in Q2 2021. 452 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Sigma Planning Corp held 17,480 shares of State Street Real Estate Select Sector SPDR ETF worth $715K as of Q3 2026.
Sigma Planning Corp bought 2,596 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $115K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #695 holding.
Sigma Planning Corp first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and has held it in 32 quarters since.
Sigma Planning Corp's State Street Real Estate Select Sector SPDR ETF position peaked at $3.25M in Q2 2021.
452 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

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