Spdr Series Trust cmn shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Spdr Series Trust cmn (HYMB) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Spdr Series Trust cmn
Tip: Access up to 7 years of quarterly data
All positions including Spdr Series Trust cmn held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr Series Trust cmn by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $220k | 9.2k | 23.82 |
2023-03-31 | $503k | 20k | 25.04 |
2022-12-31 | $685k | 14k | 48.97 |
2022-09-30 | $401k | 8.4k | 47.90 |
2022-06-30 | $1.1M | 21k | 51.36 |
2022-03-31 | $536k | 9.7k | 55.18 |
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