SEC 13F Intelligence

Herbst Group, LLC / XLK

Herbst Group, LLC’s Select Sector Spdr Tr Position

Does Herbst Group, LLC own Select Sector Spdr Tr (XLK)? Yes17.7K shares worth $3M (+1.84% of its 13F portfolio) as of Q2 2026, down from 21.8K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
17.7K
% of Portfolio
+1.84%
Quarters Held
19
currently held

Position History XLK

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $1MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3MQ2 ’26: $3MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202617.7K$3M+1.84%
Q1 202621.8K$3M+1.79%
Q4 202524.2K$3M+2.05%
Q3 202511.9K$3M+2.09%
Q2 202511.6K$3M+1.77%
Q1 202511.7K$2M+1.71%
Q4 202411.7K$3M+1.70%
Q3 202411.5K$3M+1.62%
Q2 202412.0K$3M+1.64%
Q1 202412.3K$3M+1.59%
Q4 202312.2K$2M+1.50%
Q3 202312.0K$2M+1.40%
Q2 202312.0K$2M+1.44%
Q1 202312.3K$2M+1.31%
Q4 202212.1K$2M+1.21%
Q3 202212.2K$1M+1.19%
Q2 202212.1K$2M+1.22%
Q1 202212.1K$2M+1.25%
Q4 202111.1K$2M+1.19%

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 XLK.