Sigma Planning Corp’s State Street US Sector Rotation ETF XLSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,405	Closed	-$212K	–	1409
2025 Q4	$212K	Buy	+3,405	New	+$209K	0.01%	1196
2022 Q4	–	Sell	-7,204	Closed	-$259K	–	1346
2022 Q3	$259K	Sell	7,204 -7,519	-51%	-$300K	0.01%	999
2022 Q2	$561K	Sell	14,723 -20,303	-58%	-$841K	0.02%	706
2022 Q1	$1.59M	Buy	35,026 +714	+2%	+$31.8K	0.05%	379
2021 Q4	$1.61M	Buy	34,312 +5,486	+19%	+$256K	0.04%	379
2021 Q3	$1.27M	Buy	28,826 +729	+3%	+$33.1K	0.04%	463
2021 Q2	$1.25M	Buy	28,097 +6,269	+29%	+$272K	0.04%	474
2021 Q1	$894K	Buy	21,828 +11,073	+103%	+$452K	0.03%	547
2020 Q4	$434K	Buy	10,755 +2,298	+27%	+$88.3K	0.01%	754
2020 Q3	$309K	Buy	+8,457	New	+$300K	0.01%	791

Other funds holding XLSR

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

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

Sigma Planning Corp sold out of State Street US Sector Rotation ETF (XLSR) in Q1 2026, closing a stake of 3,405 shares — an estimated $212K sold.

Sigma Planning Corp first reported a position in XLSR in Q3 2020 and held it in 10 quarters. The position peaked at $1.61M in Q4 2021. 132 funds tracked by Wall St. Rank hold XLSR as of Q1 2026.

Sigma Planning Corp reported no remaining State Street US Sector Rotation ETF position as of Q1 2026 after selling out during the quarter.
Sigma Planning Corp sold 3,405 State Street US Sector Rotation ETF shares in Q1 2026, an estimated $212K.
Sigma Planning Corp first reported a position in State Street US Sector Rotation ETF in Q3 2020 and held it in 10 quarters.
Sigma Planning Corp's State Street US Sector Rotation ETF position peaked at $1.61M in Q4 2021.
132 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2026.

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