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 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%	+$1.13K	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 $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Sigma Planning Corp reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.31% in Q1 2026, selling an estimated $2.05K and leaving 15,843 shares worth $647K. The position accounts for 0.02% of the portfolio, ranked #741.

Sigma Planning Corp first reported a position in XLRE in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.25M in Q2 2021. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Sigma Planning Corp held 15,843 shares of State Street Real Estate Select Sector SPDR ETF worth $647K as of Q1 2026.
Sigma Planning Corp sold 49 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $2.05K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #741 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 30 quarters since.
Sigma Planning Corp's State Street Real Estate Select Sector SPDR ETF position peaked at $3.25M in Q2 2021.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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