Sigma Planning Corp’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$403K	Sell	6,088 -15	-0.2%	-$879	0.01%	1014
2026 Q1	$330K	Buy	6,103 +158	+3%	+$8.81K	0.01%	1020
2025 Q4	$333K	Buy	5,945 +108	+2%	+$5.6K	0.01%	974
2025 Q3	$280K	Buy	5,837 +36	+0.6%	+$1.61K	0.01%	1056
2025 Q2	$235K	Sell	5,801 -93	-2%	-$3.74K	0.01%	1103
2025 Q1	$258K	Buy	5,894 +747	+15%	+$33K	0.01%	1019
2024 Q4	$221K	Buy	+5,147	New	+$234K	0.01%	1053
2017 Q1	–	Sell	-5,961	Closed	-$233K	–	821
2016 Q4	$233K	Buy	+5,961	New	+$243K	0.03%	590

Other funds holding XPH

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Evelyn Partners London $46.9B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Sigma Planning Corp reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 0.25% in Q2 2026, selling an estimated $879 and leaving 6,088 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #1014.

Sigma Planning Corp first reported a position in XPH in Q4 2016 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Sigma Planning Corp held 6,088 shares of State Street SPDR S&P Pharmaceuticals ETF worth $403K as of Q2 2026.
Sigma Planning Corp sold 15 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2026, an estimated $879.
State Street SPDR S&P Pharmaceuticals ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1014 holding.
Sigma Planning Corp first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2016 and has held it in 8 quarters since.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

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