Sigma Planning Corp’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-387	Closed	-$241K	–	1455
2026 Q2	$241K	Buy	+387	New	+$203K	0.01%	1221
2023 Q4	–	Sell	-13,366	Closed	-$2.62M	–	1193
2023 Q3	$2.62M	Sell	13,366 -114	-0.8%	-$24.1K	0.1%	218
2023 Q2	$2.98M	Buy	13,480 +7,359	+120%	+$1.45M	0.11%	202
2023 Q1	$1.28M	Buy	+6,121	New	+$1.2M	0.04%	421
2022 Q2	–	Sell	-1,516	Closed	-$315K	–	1455
2022 Q1	$315K	Buy	1,516 +16	+1%	+$3.31K	0.01%	1036
2021 Q4	$365K	Buy	1,500 +57	+4%	+$13K	0.01%	984
2021 Q3	$286K	Sell	1,443 -1,728	-54%	-$337K	0.01%	1081
2021 Q2	$610K	Sell	3,171 -1,518	-32%	-$273K	0.02%	747
2021 Q1	$857K	Buy	+4,689	New	+$866K	0.03%	561
2020 Q3	–	Sell	-2,033	Closed	-$228K	–	1175
2020 Q2	$228K	Buy	+2,033	New	+$206K	0.01%	889
2016 Q1	–	Sell	-10,170	Closed	-$444K	–	783
2015 Q4	$444K	Buy	+10,170	New	+$436K	0.06%	347

Other funds holding XSD

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Beaumont Asset Management Beaumont, Texas $289M AUM 14.36% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Sigma Planning Corp's XSD Position: Q3 2026 in Review

Sigma Planning Corp sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2026, closing a stake of 387 shares — an estimated $241K sold.

Sigma Planning Corp first reported a position in XSD in Q4 2015 and held it in 11 quarters. The position peaked at $2.98M in Q2 2023. 86 funds tracked by Wall St. Rank hold XSD as of Q3 2026.

Sigma Planning Corp reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2026 after selling out during the quarter.
Sigma Planning Corp sold 387 State Street SPDR S&P Semiconductor ETF shares in Q3 2026, an estimated $241K.
Sigma Planning Corp first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2015 and held it in 11 quarters.
Sigma Planning Corp's State Street SPDR S&P Semiconductor ETF position peaked at $2.98M in Q2 2023.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.