Herbst Group, LLC’s Select Sector Spdr Tr Position
Does Herbst Group, LLC own Select Sector Spdr Tr (XLE)? Yes — 58.8K shares worth $3M (+1.70% of its 13F portfolio) as of Q2 2026, down from 102.1K shares the prior filed quarter.
Position Value
$3M
Q2 2026
Shares
58.8K
% of Portfolio
+1.70%
Quarters Held
19
currently held
Position History XLE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 58.8K | $3M | +1.70% |
| Q1 2026 | 102.1K | $6M | +3.86% |
| Q4 2025 | 84.3K | $4M | +2.22% |
| Q3 2025 | 41.1K | $4M | +2.28% |
| Q2 2025 | 46.0K | $4M | +2.34% |
| Q1 2025 | 46.7K | $4M | +3.09% |
| Q4 2024 | 47.2K | $4M | +2.52% |
| Q3 2024 | 49.1K | $4M | +2.67% |
| Q2 2024 | 48.7K | $4M | +2.70% |
| Q1 2024 | 49.3K | $5M | +2.88% |
| Q4 2023 | 52.1K | $4M | +2.80% |
| Q3 2023 | 52.8K | $5M | +3.41% |
| Q2 2023 | 52.5K | $4M | +2.95% |
| Q1 2023 | 53.9K | $4M | +3.15% |
| Q4 2022 | 43.7K | $4M | +3.09% |
| Q3 2022 | 46.6K | $3M | +2.75% |
| Q2 2022 | 46.2K | $3M | +2.65% |
| Q1 2022 | 46.8K | $4M | +2.33% |
| Q4 2021 | 44.4K | $2M | +1.52% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Herbst Group, LLC’s full portfolio or all institutional holders of XLE.