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Herbst Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Herbst Group’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3M Buy
30,814
+100
+0.3% +$11.4K 1.8% 23
2026
Q1 		$3.4M Buy
30,714
+2,771
+10% +$321K 2.1% 19
2025
Q4 		$3.29M Buy
27,943
+5,740
+26% +$661K 1.94% 22
2025
Q3 		$2.63M Sell
22,203
-264
-1% -$29.3K 1.63% 29
2025
Q2 		$2.44M Buy
22,467
+133
+0.6% +$13.1K 1.46% 33
2025
Q1 		$2.15M Buy
22,334
+665
+3% +$66.4K 1.52% 32
2024
Q4 		$2.1M Buy
21,669
+304
+1% +$29K 1.31% 33
2024
Q3 		$1.93M Sell
21,365
-130
-0.6% -$11.2K 1.2% 39
2024
Q2 		$1.84M Sell
21,495
-392
-2% -$32.3K 1.12% 38
2024
Q1 		$1.79M Sell
21,887
-505
-2% -$39.3K 1.11% 40
2023
Q4 		$1.63M Sell
22,392
-278
-1% -$19.1K 1.04% 42
2023
Q3 		$1.49M Buy
22,670
+149
+0.7% +$9.94K 1.06% 39
2023
Q2 		$1.47M Sell
22,521
-538
-2% -$32.8K 1.01% 42
2023
Q1 		$1.34M Buy
23,059
+132
+0.6% +$7.17K 0.94% 46
2022
Q4 		$1.1M Sell
22,927
-312
-1% -$15.3K 0.89% 49
2022
Q3 		$1.11M Buy
23,239
+1,929
+9% +$106K 0.91% 46
2022
Q2 		$1.17M Buy
21,310
+6
+0% +$361 0.92% 48
2022
Q1 		$1.47M Buy
21,304
+3,426
+19% +$241K 0.96% 48
2021
Q4 		$1.39M Buy
+17,878
New +$1.41M 0.86% 51

Other funds holding XLC

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Herbst Group's XLC Position: Q2 2026 in Review

Herbst Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.33% in Q2 2026, buying an estimated $11.4K and bringing the position to 30,814 shares worth $3.3M. The position accounts for 1.8% of the portfolio, ranked #23.

Herbst Group first reported a position in XLC in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.4M in Q1 2026. 189 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Herbst Group held 30,814 shares of State Street Communication Services Select Sector SPDR ETF worth $3.3M as of Q2 2026.
  • Herbst Group bought 100 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $11.4K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.8% of Herbst Group's portfolio in Q2 2026, its #23 holding.
  • Herbst Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Herbst Group's State Street Communication Services Select Sector SPDR ETF position peaked at $3.4M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.