Ownership history in Sigma Planning Corp · 88 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 87,921 | +63,321 | +257.4% | 1.66% | $60.0M | $681.92 |
| 2025 Q4 | ADDED | 24,600 | +700 | +2.9% | 0.00% | $89K | $681.92 |
| 2025 Q3 | REDUCED | 23,900 | -63,203 | -72.6% | 0.00% | $129K | $664.22 |
| 2025 Q3 | ADDED | 87,103 | +50,903 | +140.6% | 1.65% | $58.0M | $664.22 |
As of 2025 Q4 — sorted by position size