Number of Shares
484,247.00
Current Holdings Value*
$24.12 Mil
% of Portfolio
6.41%
Total Estimate Gain
$3.35 Mil
% of Total Estimate Gain
15.10%

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

As of 2025-03-31, New Harbor Financial Group, LLC held 484,247.00 shares of Financial Select Sector SPDR(XLF), totaling $24.12 Mil. This investment constitutes 6.41% of their stock portfolio, and New Harbor Financial Group, LLC now holds 0.05% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2024Q3. And since then New Harbor Financial Group, LLC has made 3 purchases of XLF, at an average price of $45.77, for a total of 484,247.00 shares. Based on historical transaction data and XLF's current price of $52.68, New Harbor Financial Group, LLC's estimated gain on his XLF holdings is $3.35 Mil, reflecting a 15.10% gain to date.

New Harbor Financial Group, LLC XLF ($52.68) Holding Chart

New Harbor Financial Group, LLC XLF ($52.68) 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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