Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

SPDR DJ Wilshire Mid Cap Value shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) 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 DJ Wilshire Mid Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap Value held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 2.6k 83.41

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Intrmediate (UBND)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
Alps Etf Tr Smith Core Plus (SMTH)
Victory Portfolios Ii Victoryshares Fr (GFLW)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Victory Portfolios Ii Shares Free Cash (VFLO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
NorthRock Partners
Financial Engines Advisors L.L.C
LPL Financial
Honkamp Krueger Financial Services
Morgan Stanley
Lutz Financial Services
AE Wealth Management
Financial Advisory Service
Stifel Financial
Tiaa Trust, National Association
Wells Fargo & Company
Benjamin Edwards
Canandaigua National Bank and Trust Company
Klingman & Associates

View all funds holding SPDR DJ Wilshire Mid Cap Value