Herbst Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Herbst Group’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-17,395	Closed	-$2.81M	–	72
2026 Q1	$2.81M	Buy	17,395 +10,652	+158%	+$1.79M	1.74%	27
2025 Q4	$1.05M	Buy	6,743 +353	+6%	+$54.3K	0.62%	47
2025 Q3	$986K	Buy	6,390 +1,075	+20%	+$163K	0.61%	43
2025 Q2	$784K	Sell	5,315 -353	-6%	-$48.2K	0.47%	43
2025 Q1	$743K	Sell	5,668 -15	-0.3%	-$2.03K	0.53%	43
2024 Q4	$749K	Buy	5,683 +1,670	+42%	+$230K	0.47%	50
2024 Q3	$544K	Sell	4,013 -6	-0.1%	-$763	0.34%	52
2024 Q2	$490K	Sell	4,019 -10	-0.2%	-$1.23K	0.3%	57
2024 Q1	$507K	Hold	4,029	–	–	0.31%	55
2023 Q4	$459K	Sell	4,029 -56	-1%	-$5.88K	0.29%	57
2023 Q3	$414K	Buy	4,085 +227	+6%	+$24.3K	0.3%	60
2023 Q2	$414K	Sell	3,858 -110	-3%	-$11.1K	0.29%	61
2023 Q1	$401K	Buy	3,968 +47	+1%	+$4.73K	0.28%	63
2022 Q4	$385K	Sell	3,921 -100	-2%	-$9.52K	0.31%	61
2022 Q3	$333K	Hold	4,021	–	–	0.27%	66
2022 Q2	$354K	Hold	4,021	–	–	0.28%	65
2022 Q1	$414K	Buy	4,021 +97	+2%	+$9.85K	0.27%	66
2021 Q4	$415K	Buy	+3,924	New	+$408K	0.26%	74

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Herbst Group's XLI Position: Q2 2026 in Review

Herbst Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 17,395 shares — an estimated $2.81M sold.

Herbst Group first reported a position in XLI in Q4 2021 and held it in 18 quarters. The position peaked at $2.81M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Herbst Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Herbst Group sold 17,395 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.81M.
Herbst Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 18 quarters.
Herbst Group's State Street Industrial Select Sector SPDR ETF position peaked at $2.81M in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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