Sigma Planning Corp Utilities Sector Spdr Transaction History

Sigma Planning Corp

$3.32 Billion
Q3 2025

A detailed history of Sigma Planning Corp transactions in Utilities Sector Spdr stock. As of the latest transaction made, Sigma Planning Corp holds 84,846 shares of XLU stock, worth $7.53 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

84,846

Previous 79,647 6.53%

Holding current value

$7.53 Million

Previous $6.5 Million 13.78%

% of portfolio

0.22%

Previous 0.2%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$81.14 - $87.32 $421,846 - $453,976	5,199 Added 6.53%	84,846 $7.4 Million
Q2 2025 Aug 05, 2025	SELL	$73.09 - $82.77 $143,256 - $162,229	-1,960 Reduced 2.4%	79,647 $6.5 Million
Q1 2025 May 01, 2025	SELL	$74.7 - $80.27 $63,644 - $68,390	-852 Reduced 1.03%	81,607 $6.43 Million
Q4 2024 Feb 03, 2025	SELL	$74.89 - $82.93 $758,261 - $839,666	-10,125 Reduced 10.94%	82,459 $6.24 Million
Q3 2024 Nov 01, 2024	SELL	$67.67 - $80.78 $57,181 - $68,259	-845 Reduced 0.9%	92,584 $7.48 Million
Q2 2024 Aug 05, 2024	SELL	$62.77 - $72.87 $180,400 - $209,428	-2,874 Reduced 2.98%	93,429 $6.37 Million
Q1 2024 May 01, 2024	BUY	$59.95 - $65.65 $2.66 Million - $2.91 Million	44,326 Added 85.28%	96,303 $6.32 Million
Q4 2023 Feb 01, 2024	SELL	$56.19 - $65.96 $1.28 Million - $1.5 Million	-22,800 Reduced 30.49%	51,977 $3.29 Million
Q3 2023 Nov 06, 2023	BUY	$58.83 - $68.46 $287,678 - $334,769	4,890 Added 7.0%	74,777 $4.41 Million
Q2 2023 Aug 01, 2023	SELL	$64.34 - $69.97 $505,197 - $549,404	-7,852 Reduced 10.1%	69,887 $4.57 Million
Q1 2023 May 05, 2023	SELL	$63.7 - $72.08 $531,512 - $601,435	-8,344 Reduced 9.69%	77,739 $5.26 Million
Q4 2022 Jan 24, 2023	SELL	$61.52 - $72.67 $1.18 Million - $1.39 Million	-19,142 Reduced 18.19%	86,083 $0
Q3 2022 Nov 10, 2022	BUY	$65.51 - $78.12 $1.11 Million - $1.33 Million	16,991 Added 19.26%	105,225 $6.89 Million
Q2 2022 Aug 11, 2022	SELL	$64.87 - $76.96 $12,195 - $14,468	-188 Reduced 0.21%	88,234 $6.19 Million
Q1 2022 Apr 20, 2022	BUY	$65.03 - $74.54 $369,435 - $423,461	5,681 Added 6.87%	88,422 $6.58 Million
Q4 2021 Feb 02, 2022	BUY	$63.88 - $71.58 $111,917 - $125,408	1,752 Added 2.16%	82,741 $5.92 Million
Q3 2021 Oct 28, 2021	BUY	$63.56 - $70.07 $510,005 - $562,241	8,024 Added 11.0%	80,989 $5.17 Million
Q2 2021 Aug 13, 2021	SELL	$63.23 - $67.72 $3.61 Million - $3.86 Million	-57,071 Reduced 43.89%	72,965 $4.61 Million
Q1 2021 May 06, 2021	BUY	$58.36 - $64.15 $3.37 Million - $3.71 Million	57,806 Added 80.03%	130,036 $8.33 Million
Q4 2020 Feb 09, 2021	SELL	$59.98 - $66.76 $231,162 - $257,293	-3,854 Reduced 5.07%	72,230 $4.53 Million
Q3 2020 Nov 03, 2020	SELL	$56.7 - $61.49 $1.33 Million - $1.44 Million	-23,417 Reduced 23.53%	76,084 $4.52 Million
Q2 2020 Jul 31, 2020	BUY	$51.79 - $62.83 $1.62 Million - $1.96 Million	31,214 Added 45.71%	99,501 $5.62 Million
Q1 2020 May 01, 2020	SELL	$44.93 - $70.98 $602,556 - $951,912	-13,411 Reduced 16.42%	68,287 $3.78 Million
Q4 2019 Feb 03, 2020	SELL	$61.37 - $64.82 $3.99 Million - $4.22 Million	-65,082 Reduced 44.34%	81,698 $5.28 Million
Q3 2019 Nov 01, 2019	BUY	$62.5 - $64.93 $640,750 - $665,662	10,252 Added 7.51%	146,780 $9.5 Million
Q2 2019 Aug 01, 2019	BUY	N/A	4,646 Added 3.52%	136,528 $8.14 Million
Q1 2019 May 01, 2019	BUY	N/A	53,322 Added 67.87%	131,882 $7.67 Million
Q4 2018 Jan 31, 2019	BUY	N/A	38,090 Added 94.12%	78,560 $4.16 Million
Q3 2018 Nov 07, 2018	SELL	N/A	-5,613 Reduced 12.18%	40,470 $2.13 Million
Q2 2018 Aug 02, 2018	SELL	N/A	-4,886 Reduced 9.59%	46,083 $2.39 Million
Q1 2018 May 11, 2018	SELL	N/A	-3,554 Reduced 6.52%	50,969 $2.58 Million
Q4 2017 Feb 07, 2018	BUY	N/A	921 Added 1.72%	54,523 $2.87 Million
Q3 2017 Nov 06, 2017	BUY	N/A	53,602	53,602 $2.84 Million

Others Institutions Holding XLU

# of Institutions

1,665

Shares Held

153M

Call Options Held

15.2M

Put Options Held

33.4M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sigma Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Planning Corp with notifications on news.

Account

Sigma Planning Corp Utilities Sector Spdr Transaction History