Jaffetilchin Investment Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.3M	Buy	28,388 +976	+4%	+$43.8K	0.08%	167
2025 Q4	$1.17M	Buy	27,412 +1,474	+6%	+$65.3K	0.07%	174
2025 Q3	$1.13M	Buy	25,938 +1,270	+5%	+$53.7K	0.07%	176
2025 Q2	$1.01M	Buy	24,668 +7,638	+45%	+$304K	0.07%	182
2025 Q1	$671K	Buy	17,030 +444	+3%	+$17.3K	0.05%	215
2024 Q4	$628K	Buy	16,586 +68	+0.4%	+$2.7K	0.05%	206
2024 Q3	$667K	Sell	16,518 -188	-1%	-$6.97K	0.05%	191
2024 Q2	$569K	Buy	16,706 +284	+2%	+$9.75K	0.05%	200
2024 Q1	$539K	Sell	16,422 -27,600	-63%	-$862K	0.05%	200
2023 Q4	$1.39M	Buy	44,022 +31,026	+239%	+$949K	0.14%	105
2023 Q3	$383K	Sell	12,996 -1,242	-9%	-$40K	0.04%	237
2023 Q2	$466K	Buy	14,238 +628	+5%	+$21.1K	0.05%	211
2023 Q1	$461K	Sell	13,610 -5,920	-30%	-$201K	0.05%	214
2022 Q4	$688K	Buy	19,530 +6,756	+53%	+$230K	0.08%	164
2022 Q3	$418K	Buy	12,774 +58	+0.5%	+$2.13K	0.05%	199
2022 Q2	$446K	Buy	12,716 +44	+0.3%	+$1.59K	0.05%	197
2022 Q1	$447K	Sell	12,672 -406	-3%	-$14.1K	0.05%	202
2021 Q4	$468K	Buy	13,078 +862	+7%	+$29.1K	0.04%	226
2021 Q3	$390K	Sell	12,216 -71,416	-85%	-$2.39M	0.04%	239
2021 Q2	$2.63M	Buy	83,632 +30,748	+58%	+$1.01M	0.18%	92
2021 Q1	$1.69M	Sell	52,884 -19,818	-27%	-$615K	0.2%	92
2020 Q4	$2.28M	Sell	72,702 -3,726	-5%	-$118K	0.32%	50
2020 Q3	$2.27M	Sell	76,428 -180	-0.2%	-$5.34K	0.42%	41
2020 Q2	$2.16M	Buy	+76,608	New	+$2.21M	0.48%	37

Other funds holding XLU

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Jaffetilchin Investment Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.6% in Q1 2026, buying an estimated $43.8K and bringing the position to 28,388 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #167.

Jaffetilchin Investment Partners first reported a position in XLU in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.63M in Q2 2021. 1,595 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Jaffetilchin Investment Partners held 28,388 shares of State Street Utilities Select Sector SPDR ETF worth $1.3M as of Q1 2026.
Jaffetilchin Investment Partners bought 976 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $43.8K.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #167 holding.
Jaffetilchin Investment Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
Jaffetilchin Investment Partners's State Street Utilities Select Sector SPDR ETF position peaked at $2.63M in Q2 2021.
1,595 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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