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Jaffetilchin Investment Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Jaffetilchin Investment Partners’s Portfolio XAR Stock Details XAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$820K Sell
3,230
-94
-3% -$25.7K 0.05% 210
2025
Q4 		$802K Sell
3,324
-178
-5% -$42.3K 0.05% 214
2025
Q3 		$823K Sell
3,502
-18
-0.5% -$3.93K 0.05% 214
2025
Q2 		$742K Sell
3,520
-10
-0.3% -$1.81K 0.05% 214
2025
Q1 		$567K Buy
3,530
+177
+5% +$29.8K 0.04% 231
2024
Q4 		$556K Sell
3,353
-50
-1% -$8.25K 0.04% 217
2024
Q3 		$535K Sell
3,403
-109
-3% -$16.2K 0.04% 215
2024
Q2 		$492K Buy
3,512
+72
+2% +$10K 0.04% 219
2024
Q1 		$483K Sell
3,440
-213
-6% -$28.6K 0.04% 213
2023
Q4 		$495K Sell
3,653
-2
-0.1% -$246 0.05% 219
2023
Q3 		$410K Sell
3,655
-151
-4% -$18.1K 0.05% 227
2023
Q2 		$462K Sell
3,806
-31
-0.8% -$3.6K 0.05% 212
2023
Q1 		$449K Buy
3,837
+103
+3% +$12K 0.05% 219
2022
Q4 		$411K Sell
3,734
-30
-0.8% -$3.17K 0.05% 226
2022
Q3 		$345K Buy
3,764
+1
+0% +$105 0.04% 228
2022
Q2 		$379K Hold
3,763
– – 0.04% 223
2022
Q1 		$383K Sell
3,763
-70
-2% -$8.21K 0.05% 226
2021
Q4 		$446K Sell
3,833
-39
-1% -$4.64K 0.04% 229
2021
Q3 		$462K Buy
3,872
+85
+2% +$10.5K 0.05% 211
2021
Q2 		$501K Buy
3,787
+237
+7% +$30.4K 0.03% 258
2021
Q1 		$446K Buy
+3,550
New +$430K 0.05% 212

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

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

Jaffetilchin Investment Partners reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 2.8% in Q1 2026, selling an estimated $25.7K and leaving 3,230 shares worth $820K. The position accounts for 0.05% of the portfolio, ranked #210.

Jaffetilchin Investment Partners first reported a position in XAR in Q1 2021 and has held it in 21 quarters since. The position peaked at $823K in Q3 2025. 567 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Jaffetilchin Investment Partners held 3,230 shares of State Street SPDR S&P Aerospace & Defense ETF worth $820K as of Q1 2026.
  • Jaffetilchin Investment Partners sold 94 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $25.7K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.05% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #210 holding.
  • Jaffetilchin Investment Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2021 and has held it in 21 quarters since.
  • Jaffetilchin Investment Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $823K in Q3 2025.
  • 567 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

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