SPDR DJ Wilshire Large Cap shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) 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 Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 40k | 67.51 |
| 2024-06-30 | $2.7M | 42k | 64.00 |
| 2024-03-31 | $2.6M | 43k | 61.53 |
| 2023-09-30 | $2.2M | 45k | 50.26 |
| 2023-06-30 | $2.7M | 52k | 52.11 |
| 2023-03-31 | $2.7M | 56k | 48.15 |
| 2022-12-31 | $2.8M | 62k | 44.98 |
| 2022-09-30 | $8.8M | 210k | 41.99 |
| 2022-06-30 | $9.7M | 219k | 44.34 |
| 2022-03-31 | $12M | 229k | 53.13 |
| 2021-12-31 | $13M | 238k | 55.83 |
| 2021-09-30 | $13M | 255k | 50.47 |
| 2021-06-30 | $14M | 278k | 50.34 |
| 2021-03-31 | $15M | 311k | 46.61 |
| 2020-12-31 | $15M | 330k | 43.96 |
| 2020-09-30 | $14M | 343k | 39.35 |
| 2020-06-30 | $13M | 350k | 36.25 |
| 2020-03-31 | $11M | 360k | 30.25 |
| 2019-12-31 | $22M | 675k | 32.47 |
| 2019-09-30 | $15M | 438k | 34.85 |
| 2019-06-30 | $14M | 417k | 34.54 |
| 2019-03-31 | $13M | 375k | 33.23 |
| 2018-12-31 | $14M | 465k | 29.21 |
| 2018-09-30 | $5.7M | 166k | 34.07 |
| 2018-06-30 | $3.8M | 118k | 31.88 |
| 2018-03-31 | $1.7M | 56k | 30.94 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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