XML Financial, LLC NANR Holdings History

Number of Shares
128,816.00
Current Holdings Value*
$7.15 Mil
% of Portfolio
0.67%
Total Estimate Gain
$-385,796.03
% of Total Estimate Gain
-5.20%

XML Financial, LLC's SPDR S&P North American Natural Resources ETF Holding Summary

As of 2025-03-31, XML Financial, LLC held 128,816.00 shares of SPDR S&P North American Natural Resources ETF(NANR), totaling $7.15 Mil. This investment constitutes 0.67% of their stock portfolio, and XML Financial, LLC now holds 1.13% of the outstanding SPDR S&P North American Natural Resources ETF(NANR) stock.

The initial trade took place in 2024Q4. And since then XML Financial, LLC has made 1 purchases of NANR, at an average price of $55.89, for a total of 132,820.00 shares. In addition, there have been 1 sales at an average price of $54.10 for 4,004.00 shares. Based on historical transaction data and NANR's current price of $52.95, XML Financial, LLC's estimated gain on his NANR holdings is $-385,796.03, reflecting a -5.20% gain to date.

XML Financial, LLC NANR ($52.95) Holding Chart

XML Financial, LLC NANR ($52.95) 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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