Number of Shares
98,751.00
Current Holdings Value*
$5.53 Mil
% of Portfolio
2.15%
Total Estimate Gain
$2.16 Mil
% of Total Estimate Gain
31.67%

FORTEM FINANCIAL GROUP, LLC's SPDR Metals & Mining ETF Holding Summary

As of 2025-03-31, FORTEM FINANCIAL GROUP, LLC held 98,751.00 shares of SPDR Metals & Mining ETF(XME), totaling $5.53 Mil. This investment constitutes 2.15% of their stock portfolio, and FORTEM FINANCIAL GROUP, LLC now holds 0.39% of the outstanding SPDR Metals & Mining ETF(XME) stock.

The initial trade took place in 2022Q1. And since then FORTEM FINANCIAL GROUP, LLC has made 8 purchases of XME, at an average price of $52.97, for a total of 128,994.00 shares. In addition, there have been 6 sales at an average price of $51.99 for 30,243.00 shares. Based on historical transaction data and XME's current price of $75.18, FORTEM FINANCIAL GROUP, LLC's estimated gain on his XME holdings is $2.16 Mil, reflecting a 31.67% gain to date.

FORTEM FINANCIAL GROUP, LLC XME ($75.18) Holding Chart

FORTEM FINANCIAL GROUP, LLC XME ($75.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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