Sigma Planning Corp’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.38M	Sell	28,795 -6,236	-18%	-$728K	0.09%	237
2026 Q1	$3.82M	Buy	35,031 +1,049	+3%	+$123K	0.11%	204
2025 Q4	$4.06M	Buy	33,982 +158	+0.5%	+$18.7K	0.11%	188
2025 Q3	$4.05M	Sell	33,824 -912	-3%	-$104K	0.12%	181
2025 Q2	$3.77M	Buy	34,736 +290	+0.8%	+$29.7K	0.11%	187
2025 Q1	$3.4M	Buy	34,446 +3,454	+11%	+$375K	0.11%	200
2024 Q4	$3.48M	Sell	30,992 -1,618	-5%	-$173K	0.11%	185
2024 Q3	$3.27M	Sell	32,610 -7,082	-18%	-$662K	0.1%	196
2024 Q2	$3.62M	Sell	39,692 -634	-2%	-$56.3K	0.11%	174
2024 Q1	$3.71M	Buy	40,326 +21,960	+120%	+$1.96M	0.12%	186
2023 Q4	$1.64M	Sell	18,366 -17,108	-48%	-$1.42M	0.13%	169
2023 Q3	$2.86M	Sell	35,474 -426	-1%	-$36K	0.11%	195
2023 Q2	$3.05M	Sell	35,900 -3,078	-8%	-$236K	0.11%	197
2023 Q1	$2.91M	Buy	38,978 +3,374	+9%	+$242K	0.1%	220
2022 Q4	$2.3M	Buy	35,604 +494	+1%	+$34.4K	0.08%	255
2022 Q3	$2.5M	Sell	35,110 -7,572	-18%	-$592K	0.1%	213
2022 Q2	$2.93M	Sell	42,682 -45,568	-52%	-$3.59M	0.1%	204
2022 Q1	$8.16M	Buy	88,250 +26,722	+43%	+$2.45M	0.24%	78
2021 Q4	$6.29M	Buy	61,528 +2,550	+4%	+$254K	0.18%	113
2021 Q3	$5.29M	Buy	58,978 +12,090	+26%	+$1.1M	0.16%	138
2021 Q2	$4.19M	Sell	46,888 -8,446	-15%	-$736K	0.12%	184
2021 Q1	$4.65M	Sell	55,334 -40,072	-42%	-$3.33M	0.15%	166
2020 Q4	$7.67M	Buy	95,406 +28,288	+42%	+$2.18M	0.26%	83
2020 Q3	$4.93M	Buy	67,118 +2,672	+4%	+$189K	0.2%	114
2020 Q2	$4.12M	Buy	64,446 +11,604	+22%	+$684K	0.18%	120
2020 Q1	$2.59M	Sell	52,842 -13,482	-20%	-$796K	0.15%	141
2019 Q4	$4.16M	Buy	66,324 +1,700	+3%	+$103K	0.18%	128
2019 Q3	$3.9M	Sell	64,624 -4,374	-6%	-$264K	0.19%	131
2019 Q2	$4.11M	Buy	68,998 +3,524	+5%	+$206K	0.21%	114
2019 Q1	$3.73M	Buy	65,474 +10,722	+20%	+$581K	0.21%	117
2018 Q4	$2.71M	Sell	54,752 -12,520	-19%	-$662K	0.2%	110
2018 Q3	$3.94M	Buy	67,272 +15,018	+29%	+$855K	0.23%	95
2018 Q2	$2.86M	Sell	52,254 -10,394	-17%	-$549K	0.19%	121
2018 Q1	$3.17M	Buy	62,648 +4,650	+8%	+$242K	0.23%	101
2017 Q4	$2.86M	Buy	57,998 +27,884	+93%	+$1.31M	0.22%	114
2017 Q3	$1.36M	Buy	30,114 +2,784	+10%	+$125K	0.11%	207
2017 Q2	$1.23M	Buy	27,330 +324	+1%	+$14.5K	0.12%	209
2017 Q1	$1.19M	Sell	27,006 -9,846	-27%	-$422K	0.12%	212
2016 Q4	$1.5M	Buy	36,852 +14,290	+63%	+$577K	0.16%	149
2016 Q3	$903K	Sell	22,562 -1,772	-7%	-$71.4K	0.11%	215
2016 Q2	$950K	Buy	24,334 +676	+3%	+$26.6K	0.12%	188
2016 Q1	$936K	Sell	23,658 -4,316	-15%	-$161K	0.13%	197
2015 Q4	$1.09M	Buy	27,974 +580	+2%	+$23K	0.15%	160
2015 Q3	$1.02M	Sell	27,394 -2,392	-8%	-$91.9K	0.16%	154
2015 Q2	$1.14M	Buy	29,786 +2,742	+10%	+$105K	0.16%	160
2015 Q1	$1.02M	Buy	27,044 +5,884	+28%	+$216K	0.14%	189
2014 Q4	$763K	Buy	+21,160	New	+$725K	0.1%	239

Other funds holding XLY

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

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

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

Sigma Planning Corp reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 18% in Q2 2026, selling an estimated $728K and leaving 28,795 shares worth $3.38M. The position accounts for 0.09% of the portfolio, ranked #237.

Sigma Planning Corp first reported a position in XLY in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.16M in Q1 2022. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Sigma Planning Corp held 28,795 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.38M as of Q2 2026.
Sigma Planning Corp sold 6,236 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $728K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Sigma Planning Corp's portfolio in Q2 2026, its #237 holding.
Sigma Planning Corp first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
Sigma Planning Corp's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.16M in Q1 2022.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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