Jaffetilchin Investment Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Jaffetilchin Investment Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.59M	Sell	7,053 -66	-0.9%	-$44.9K	0.27%	63
2025 Q4	$4.85M	Buy	7,119 +743	+12%	+$502K	0.28%	59
2025 Q3	$4.25M	Buy	6,376 +8	+0.1%	+$5.13K	0.25%	69
2025 Q2	$3.93M	Buy	6,368 +226	+4%	+$129K	0.26%	70
2025 Q1	$3.44M	Buy	6,142 +157	+3%	+$92.3K	0.25%	68
2024 Q4	$3.51M	Buy	5,985 +198	+3%	+$117K	0.25%	65
2024 Q3	$3.32M	Buy	5,787 +504	+10%	+$279K	0.25%	65
2024 Q2	$2.87M	Buy	5,283 +257	+5%	+$135K	0.25%	68
2024 Q1	$2.63M	Sell	5,026 -50	-1%	-$24.9K	0.24%	72
2023 Q4	$2.41M	Buy	5,076 +108	+2%	+$48.1K	0.24%	75
2023 Q3	$2.12M	Buy	4,968 +84	+2%	+$37.4K	0.23%	70
2023 Q2	$2.17M	Sell	4,884 -1	-0%	-$420	0.23%	71
2023 Q1	$2M	Sell	4,885 -440	-8%	-$176K	0.23%	83
2022 Q4	$2.04M	Sell	5,325 -1,822	-25%	-$700K	0.25%	78
2022 Q3	$2.55M	Sell	7,147 -2,575	-26%	-$1.02M	0.33%	50
2022 Q2	$3.67M	Buy	9,722 +6,626	+214%	+$2.71M	0.43%	47
2022 Q1	$1.22M	Buy	3,096 +412	+15%	+$183K	0.14%	102
2021 Q4	$1.27M	Buy	2,684 +348	+15%	+$160K	0.12%	120
2021 Q3	$1M	Sell	2,336 -979	-30%	-$432K	0.11%	131
2021 Q2	$1.36M	Buy	3,315 +1,362	+70%	+$569K	0.09%	145
2021 Q1	$774K	Buy	1,953 +925	+90%	+$357K	0.09%	153
2020 Q4	$384K	Buy	1,028 +135	+15%	+$47.9K	0.05%	196
2020 Q3	$299K	Buy	893 +74	+9%	+$24.5K	0.06%	188
2020 Q2	$253K	Buy	+819	New	+$240K	0.06%	181
2016 Q3	–	Sell	-1,104	Closed	-$231K	–	260
2016 Q2	$231K	Buy	+1,104	New	+$229K	0.07%	195

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jaffetilchin Investment Partners's SPY Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.93% in Q1 2026, selling an estimated $44.9K and leaving 7,053 shares worth $4.59M. The position accounts for 0.27% of the portfolio, ranked #63.

Jaffetilchin Investment Partners first reported a position in SPY in Q2 2016 and has held it in 25 quarters since. The position peaked at $4.85M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Jaffetilchin Investment Partners held 7,053 shares of State Street SPDR S&P 500 ETF Trust worth $4.59M as of Q1 2026.
Jaffetilchin Investment Partners sold 66 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $44.9K.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #63 holding.
Jaffetilchin Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2016 and has held it in 25 quarters since.
Jaffetilchin Investment Partners's State Street SPDR S&P 500 ETF Trust position peaked at $4.85M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.