Sigma Planning's Portfolio Shift
Sigma Planning Corp Rebalances Portfolio with Cuts to Gold and Global ETFs, Expands VTI
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Key Points
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Beyond Sigma Planning Corp's sale of 6,589 NextEra Energy shares, NextEra Energy remains heavily owned by institutions (about 78.72%), and Morgan Stanley raised its price target on NEE from $111.00 to $117.00.
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In the iShares Global 100 ETF (IOO), Jane Street Group LLC bought a new stake in the first quarter worth about $7.86 million.
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Vanguard Total Stock Market ETF (VTI) remains Sigma Planning’s 26th largest holding and accounts for roughly 0.5% of the portfolio, with 57,145 shares valued at about $18.333 million.
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SPDR Gold Shares (GLD) is Sigma Planning’s 22nd largest position, with 46,617 shares worth about $20.059 million, and 42.19% of the stock is owned by institutional investors and hedge funds.
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iShares S&P Small-Cap 600 Value ETF (IJS) increased by 7.2% to 56,475 shares, worth about $6.689 million.
Sigma Planning Corp trimmed its positions in iShares Global 100 ETF and SPDR Gold Shares while sharply boosting its Vanguard Total Stock Market ETF stake in the first quarter, according to Ticker Report. The Michigan-based firm cut its IOO stake by 12.6% to 60,002 shares and slashed its GLD position by 21.0% to 46,617 shares worth about $20.1 million.
At the same time, Sigma Planning added 13,837 shares of VTI, growing that position by 32.0% to 57,145 shares valued at roughly $18.3 million. The moves reflect a broad rebalancing — cutting precious metals and global large-caps while leaning into U.S. broad market exposure.
Gold and Global ETFs Take the Biggest Cuts
Sigma Planning's largest percentage trim came in SPDR Gold Shares. The firm sold enough shares to drop its GLD holding by 21.0%, leaving 46,617 shares. That stake is now worth about $20.059 million and remains the firm's 22nd largest position, according to Ticker Report. About 42.19% of GLD is held by institutional investors and hedge funds.
The iShares Global 100 ETF also got a haircut. Sigma Planning cut its IOO position by 12.6%, bringing it down to 60,002 shares. Even as Sigma was selling, other institutions were buying in. Jane Street Group LLC opened a brand-new IOO stake in the first quarter worth about $7.86 million.
VTI Gets the Biggest Boost in the Quarter
Sigma Planning made its boldest move into the Vanguard Total Stock Market ETF. The firm added 13,837 shares — a 32.0% jump — bringing its total to 57,145 shares, according to Ticker Report. VTI is now the firm's 26th largest holding. It makes up about 0.5% of the total portfolio.
VTI tracks the entire U.S. stock market. Buying more of it signals a shift toward broad domestic equity exposure. The move came as Sigma also added to its iShares S&P Small-Cap 600 Value ETF, lifting that stake by 7.2% to 56,475 shares worth about $6.689 million.
NextEra Energy Trimmed as Institutions Stay Bullish
Sigma Planning also cut its NextEra Energy stake by 5.6%, selling 6,589 shares and leaving 110,611. NextEra is one of the largest clean energy companies in the U.S. Despite Sigma's trim, institutions still own about 78.72% of the stock. Morgan Stanley raised its price target on NEE from $111.00 to $117.00, a sign Wall Street remains upbeat on the stock.
Sigma Also Expands NASDAQ and Small-Cap Value Bets
Sigma Planning wasn't only cutting. The firm grew its Fidelity NASDAQ Composite Index ETF stake by 16.4% to 80,961 shares worth about $6.87 million, according to Watchlist News. That fund tracks the full NASDAQ Composite, giving exposure to thousands of tech-heavy stocks.
Together, the quarter's moves paint a clear picture. Sigma took profits in gold and global equities. It put fresh money into U.S. broad market funds, small-cap value, and NASDAQ-linked ETFs. The portfolio shift tilts more toward domestic stocks and away from precious metals and international large-caps.
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