Sigma Planning Corp’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.89M	Buy	53,850 +1,175	+2%	+$181K	0.22%	85
2025 Q4	$8.16M	Buy	52,675 +6,986	+15%	+$1.05M	0.23%	79
2025 Q3	$6.36M	Sell	45,689 -395	-0.9%	-$53.5K	0.18%	105
2025 Q2	$6.21M	Sell	46,084 -13,547	-23%	-$1.83M	0.19%	101
2025 Q1	$8.71M	Buy	59,631 +1,016	+2%	+$148K	0.28%	67
2024 Q4	$8.06M	Sell	58,615 -627	-1%	-$91.8K	0.25%	68
2024 Q3	$9.12M	Sell	59,242 -1,876	-3%	-$284K	0.28%	65
2024 Q2	$8.91M	Sell	61,118 -897	-1%	-$129K	0.28%	64
2024 Q1	$9.16M	Buy	62,015 +31,830	+105%	+$4.57M	0.29%	61
2023 Q4	$4.12M	Sell	30,185 -46,877	-61%	-$6.1M	0.32%	58
2023 Q3	$9.92M	Sell	77,062 -5,416	-7%	-$719K	0.37%	47
2023 Q2	$10.9M	Buy	82,478 +8,851	+12%	+$1.17M	0.39%	43
2023 Q1	$9.53M	Sell	73,627 -1,789	-2%	-$234K	0.32%	53
2022 Q4	$10.2M	Buy	75,416 +14,209	+23%	+$1.88M	0.37%	51
2022 Q3	$7.41M	Buy	61,207 +14,560	+31%	+$1.88M	0.28%	72
2022 Q2	$5.98M	Sell	46,647 -2,845	-6%	-$373K	0.21%	103
2022 Q1	$6.78M	Sell	49,492 -37,427	-43%	-$4.96M	0.2%	95
2021 Q4	$12.2M	Buy	86,919 +24,253	+39%	+$3.22M	0.34%	53
2021 Q3	$7.98M	Buy	62,666 +7,616	+14%	+$1.01M	0.24%	84
2021 Q2	$6.93M	Sell	55,050 -353	-0.6%	-$43.3K	0.21%	102
2021 Q1	$6.47M	Sell	55,403 -382	-0.7%	-$44.1K	0.21%	113
2020 Q4	$6.33M	Buy	55,785 +2,066	+4%	+$226K	0.22%	99
2020 Q3	$5.67M	Sell	53,719 -534	-1%	-$56.2K	0.22%	93
2020 Q2	$5.43M	Buy	54,253 +15,737	+41%	+$1.55M	0.24%	86
2020 Q1	$3.41M	Sell	38,516 -13,693	-26%	-$1.33M	0.2%	107
2019 Q4	$5.32M	Buy	52,209 +12,464	+31%	+$1.2M	0.22%	92
2019 Q3	$3.58M	Sell	39,745 -3,495	-8%	-$319K	0.17%	140
2019 Q2	$4.01M	Sell	43,240 -5,762	-12%	-$518K	0.21%	121
2019 Q1	$4.5M	Sell	49,002 -3,830	-7%	-$345K	0.26%	90
2018 Q4	$4.57M	Buy	52,832 +13,770	+35%	+$1.25M	0.33%	70
2018 Q3	$3.72M	Sell	39,062 -625	-2%	-$56.5K	0.22%	98
2018 Q2	$3.31M	Buy	39,687 +773	+2%	+$64.1K	0.22%	101
2018 Q1	$3.17M	Buy	38,914 +1,244	+3%	+$106K	0.23%	102
2017 Q4	$3.12M	Buy	37,670 +8,425	+29%	+$695K	0.24%	100
2017 Q3	$2.39M	Buy	29,245 +846	+3%	+$67.9K	0.2%	129
2017 Q2	$2.25M	Buy	28,399 +1,610	+6%	+$123K	0.21%	122
2017 Q1	$1.99M	Sell	26,789 -2,598	-9%	-$189K	0.19%	133
2016 Q4	$2.03M	Buy	29,387 +4,579	+18%	+$318K	0.22%	108
2016 Q3	$1.79M	Sell	24,808 -1,814	-7%	-$134K	0.21%	111
2016 Q2	$1.91M	Buy	26,622 +4,070	+18%	+$287K	0.25%	92
2016 Q1	$1.53M	Sell	22,552 -12,983	-37%	-$870K	0.21%	111
2015 Q4	$2.56M	Sell	35,535 -12,394	-26%	-$876K	0.36%	57
2015 Q3	$3.17M	Sell	47,929 -3,582	-7%	-$262K	0.5%	35
2015 Q2	$3.83M	Buy	51,511 +5,559	+12%	+$412K	0.53%	32
2015 Q1	$3.33M	Buy	45,952 +10,904	+31%	+$778K	0.44%	40
2014 Q4	$2.4M	Buy	+35,048	New	+$2.35M	0.32%	78

Other funds holding XLV

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Sigma Planning Corp increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.2% in Q1 2026, buying an estimated $181K and bringing the position to 53,850 shares worth $7.89M. The position accounts for 0.22% of the portfolio, ranked #85.

Sigma Planning Corp first reported a position in XLV in Q4 2014 and has held it in 46 quarters since. The position peaked at $12.2M in Q4 2021. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Sigma Planning Corp held 53,850 shares of State Street Health Care Select Sector SPDR ETF worth $7.89M as of Q1 2026.
Sigma Planning Corp bought 1,175 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $181K.
State Street Health Care Select Sector SPDR ETF made up 0.22% of Sigma Planning Corp's portfolio in Q1 2026, its #85 holding.
Sigma Planning Corp first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's State Street Health Care Select Sector SPDR ETF position peaked at $12.2M in Q4 2021.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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