Number of Shares
175,762.00
Current Holdings Value*
$23.04 Mil
% of Portfolio
6.13%
Total Estimate Gain
$7.01 Mil
% of Total Estimate Gain
17.22%

New Harbor Financial Group, LLC's Industrial Select Sector SPDR Holding Summary

As of 2025-03-31, New Harbor Financial Group, LLC held 175,762.00 shares of Industrial Select Sector SPDR(XLI), totaling $23.04 Mil. This investment constitutes 6.13% of their stock portfolio, and New Harbor Financial Group, LLC now holds 0.12% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2023Q2. And since then New Harbor Financial Group, LLC has made 6 purchases of XLI, at an average price of $114.44, for a total of 355,649.00 shares. In addition, there have been 1 sales at an average price of $117.68 for 179,887.00 shares. Based on historical transaction data and XLI's current price of $151.00, New Harbor Financial Group, LLC's estimated gain on his XLI holdings is $7.01 Mil, reflecting a 17.22% gain to date.

New Harbor Financial Group, LLC XLI ($151.00) Holding Chart

New Harbor Financial Group, LLC XLI ($151.00) 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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