Jaffetilchin Investment Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.58M	Sell	123,814 -5,243	-4%	-$281K	0.45%	43
2025 Q4	$5.77M	Buy	129,057 +919	+0.7%	+$40.9K	0.34%	49
2025 Q3	$5.72M	Sell	128,138 -32	-0%	-$1.4K	0.34%	49
2025 Q2	$5.44M	Buy	128,170 +1,130	+0.9%	+$47.1K	0.36%	48
2025 Q1	$5.94M	Buy	127,040 +72,002	+131%	+$3.25M	0.43%	42
2024 Q4	$2.36M	Buy	55,038 +608	+1%	+$27.6K	0.17%	91
2024 Q3	$2.39M	Buy	54,430 +348	+0.6%	+$15.6K	0.18%	83
2024 Q2	$2.46M	Sell	54,082 -2,988	-5%	-$139K	0.21%	77
2024 Q1	$2.69M	Sell	57,070 -528	-0.9%	-$22.7K	0.24%	71
2023 Q4	$2.41M	Buy	57,598 +210	+0.4%	+$8.98K	0.24%	74
2023 Q3	$2.59M	Buy	57,388 +194	+0.3%	+$8.49K	0.29%	61
2023 Q2	$2.32M	Sell	57,194 -3,602	-6%	-$147K	0.24%	67
2023 Q1	$2.52M	Buy	60,796 +756	+1%	+$32.3K	0.29%	69
2022 Q4	$2.63M	Buy	60,040 +1,126	+2%	+$49K	0.32%	66
2022 Q3	$2.12M	Buy	58,914 +1,672	+3%	+$63.2K	0.27%	57
2022 Q2	$2.05M	Buy	57,242 +1,082	+2%	+$43.4K	0.24%	71
2022 Q1	$2.19M	Buy	56,160 +9,794	+21%	+$339K	0.26%	61
2021 Q4	$1.29M	Buy	46,366 +956	+2%	+$27K	0.12%	116
2021 Q3	$1.18M	Sell	45,410 -39,636	-47%	-$982K	0.13%	112
2021 Q2	$2.21M	Buy	85,046 +38,764	+84%	+$1.01M	0.15%	106
2021 Q1	$1.14M	Buy	+46,282	New	+$1.07M	0.13%	123
2020 Q3	–	Sell	-105,396	Closed	-$2M	–	257
2020 Q2	$2M	Buy	105,396 +80,892	+330%	+$1.5M	0.44%	43
2020 Q1	$356K	Buy	+24,504	New	+$581K	0.13%	106
2018 Q4	–	Sell	-12,280	Closed	-$465K	–	365
2018 Q3	$465K	Buy	12,280 +6,000	+96%	+$225K	0.1%	165
2018 Q2	$238K	Buy	+6,280	New	+$233K	0.05%	251
2017 Q2	–	Sell	-127,198	Closed	-$4.45M	–	301
2017 Q1	$4.45M	Sell	127,198 -11,774	-8%	-$426K	1.13%	24
2016 Q4	$5.23M	Sell	138,972 -6,786	-5%	-$245K	1.56%	14
2016 Q3	$5.15M	Sell	145,758 -5,094	-3%	-$175K	1.64%	14
2016 Q2	$5.15M	Sell	150,852 -15,050	-9%	-$497K	1.56%	15
2016 Q1	$5.13M	Buy	+165,902	New	+$4.81M	1.62%	18

Other funds holding XLE

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

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

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Jaffetilchin Investment Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.1% in Q1 2026, selling an estimated $281K and leaving 123,814 shares worth $7.58M. The position accounts for 0.45% of the portfolio, ranked #43.

Jaffetilchin Investment Partners first reported a position in XLE in Q1 2016 and has held it in 30 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Jaffetilchin Investment Partners held 123,814 shares of State Street Energy Select Sector SPDR ETF worth $7.58M as of Q1 2026.
Jaffetilchin Investment Partners sold 5,243 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $281K.
State Street Energy Select Sector SPDR ETF made up 0.45% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #43 holding.
Jaffetilchin Investment Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and has held it in 30 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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