Jaffetilchin Investment Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$534K	Buy	10,819 +2,681	+33%	+$140K	0.03%	265
2025 Q4	$446K	Buy	8,138 +1,099	+16%	+$58.6K	0.03%	285
2025 Q3	$379K	Buy	7,039 +221	+3%	+$11.7K	0.02%	316
2025 Q2	$357K	Buy	6,818 +22	+0.3%	+$1.09K	0.02%	309
2025 Q1	$339K	Sell	6,796 -2	-0%	-$100	0.02%	304
2024 Q4	$329K	Sell	6,798 -47	-0.7%	-$2.27K	0.02%	290
2024 Q3	$310K	Buy	6,845 +20	+0.3%	+$873	0.02%	291
2024 Q2	$281K	Buy	6,825 +25	+0.4%	+$1.03K	0.02%	290
2024 Q1	$286K	Buy	6,800 +56	+0.8%	+$2.21K	0.03%	298
2023 Q4	$254K	Buy	6,744 +31	+0.5%	+$1.07K	0.02%	299
2023 Q3	$223K	Buy	6,713 +2	+0%	+$69	0.02%	309
2023 Q2	$226K	Sell	6,711 -420	-6%	-$13.7K	0.02%	325
2023 Q1	$229K	Sell	7,131 -415	-5%	-$14.4K	0.03%	322
2022 Q4	$258K	Buy	+7,546	New	+$255K	0.03%	301
2022 Q3	–	Sell	-8,104	Closed	-$255K	–	348
2022 Q2	$255K	Buy	8,104 +30	+0.4%	+$1.04K	0.03%	273
2022 Q1	$267K	Buy	+8,074	New	+$316K	0.03%	275
2018 Q4	–	Sell	-16,007	Closed	-$441K	–	366
2018 Q3	$441K	Buy	16,007 +3,985	+33%	+$112K	0.09%	175
2018 Q2	$320K	Buy	+12,022	New	+$332K	0.07%	222
2015 Q4	–	Sell	-49,840	Closed	-$991K	–	228
2015 Q3	$991K	Buy	49,840 +250	+0.5%	+$5.3K	0.37%	46
2015 Q2	$1.06M	Buy	49,590 +216	+0.4%	+$4.66K	0.32%	54
2015 Q1	$1.04M	Buy	49,374 +401	+0.8%	+$8.48K	0.32%	50
2014 Q4	$1.06M	Buy	48,973 +246	+0.5%	+$5.15K	0.36%	43
2014 Q3	$991K	Buy	48,727 +19,165	+65%	+$387K	0.36%	37
2014 Q2	$590K	Buy	29,562 +330	+1%	+$6.43K	0.21%	77
2014 Q1	$573K	Sell	29,232 -3,336	-10%	-$63.7K	0.22%	76
2013 Q4	$625K	Buy	32,568 +150	+0.5%	+$2.76K	0.31%	76
2013 Q3	$566K	Buy	32,418 +3,660	+13%	+$64.9K	0.33%	72
2013 Q2	$491K	Buy	+28,758	New	+$482K	0.34%	80

Other funds holding XLF

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Jaffetilchin Investment Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 33% in Q1 2026, buying an estimated $140K and bringing the position to 10,819 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #265.

Jaffetilchin Investment Partners first reported a position in XLF in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.06M in Q4 2014. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Jaffetilchin Investment Partners held 10,819 shares of State Street Financial Select Sector SPDR ETF worth $534K as of Q1 2026.
Jaffetilchin Investment Partners bought 2,681 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $140K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #265 holding.
Jaffetilchin Investment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 28 quarters since.
Jaffetilchin Investment Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.06M in Q4 2014.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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