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

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

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P World ex-US 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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2025-09-30 $396k 9.3k 42.79
2025-06-30 $400k 9.9k 40.49
2025-03-31 $369k 10k 36.41
2024-12-31 $1.0M 30k 34.13
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

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 S&P World ex-US

Creative Planning
Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Auto-Owners Insurance
CWM
Tiaa Trust, National Association
Morgan Stanley
UBS Group
Betterment
Envestnet Asset Management
Vantagepoint Investment Advisers
State Street Corporation
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding SPDR S&P World ex-US