SPDR S&P World ex-US shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of SPDR S&P World ex-US (SPDW) 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 S&P World ex-US
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Quarterly reported holdings in SPDR S&P World ex-US by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $279k | 7.4k | 37.56 |
| 2024-06-30 | $264k | 7.5k | 35.08 |
| 2024-03-31 | $281k | 7.8k | 35.84 |
| 2023-09-30 | $298k | 9.6k | 31.01 |
| 2023-06-30 | $595k | 18k | 32.54 |
| 2023-03-31 | $1.1M | 35k | 32.12 |
| 2022-12-31 | $1.1M | 38k | 29.69 |
| 2022-09-30 | $1.2M | 45k | 25.81 |
| 2022-06-30 | $1.3M | 46k | 28.85 |
| 2022-03-31 | $1.5M | 45k | 34.27 |
| 2021-12-31 | $1.8M | 49k | 36.48 |
| 2021-09-30 | $1.9M | 52k | 36.22 |
| 2021-06-30 | $2.1M | 57k | 36.76 |
| 2021-03-31 | $2.6M | 73k | 35.36 |
| 2020-12-31 | $3.5M | 104k | 33.75 |
| 2020-09-30 | $3.3M | 113k | 29.26 |
| 2020-06-30 | $3.3M | 118k | 27.62 |
| 2020-03-31 | $2.8M | 116k | 23.94 |
| 2019-12-31 | $7.5M | 236k | 31.60 |
| 2019-09-30 | $3.6M | 124k | 29.36 |
| 2019-06-30 | $3.4M | 117k | 29.60 |
| 2019-03-31 | $3.0M | 104k | 29.21 |
| 2018-12-31 | $9.1M | 344k | 26.45 |
| 2018-09-30 | $8.3M | 271k | 30.77 |
| 2018-06-30 | $2.5M | 82k | 30.40 |
| 2018-03-31 | $1.6M | 51k | 31.42 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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