Spdr Ser Tr spdr russel 2000 shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) 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 Ser Tr spdr russel 2000
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Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.7M | 180k | 43.04 |
| 2023-09-30 | $15M | 392k | 36.90 |
| 2023-06-30 | $18M | 465k | 38.84 |
| 2023-03-31 | $19M | 514k | 37.77 |
| 2022-12-31 | $20M | 527k | 36.97 |
| 2022-09-30 | $45M | 1.3M | 34.06 |
| 2022-06-30 | $50M | 1.4M | 35.98 |
| 2022-03-31 | $59M | 1.4M | 42.07 |
| 2021-12-31 | $64M | 1.4M | 44.69 |
| 2021-09-30 | $63M | 1.5M | 42.60 |
| 2021-06-30 | $67M | 1.5M | 43.94 |
| 2021-03-31 | $69M | 1.6M | 42.27 |
| 2020-12-31 | $62M | 1.7M | 35.80 |
| 2020-09-30 | $48M | 1.8M | 27.38 |
| 2020-06-30 | $46M | 1.7M | 26.57 |
| 2020-03-31 | $35M | 1.6M | 21.84 |
| 2019-12-31 | $110M | 3.5M | 31.32 |
| 2019-09-30 | $36M | 1.2M | 30.00 |
| 2019-06-30 | $32M | 1.1M | 30.64 |
| 2019-03-31 | $28M | 929k | 30.23 |
| 2018-12-31 | $20M | 754k | 26.36 |
| 2018-09-30 | $20M | 592k | 33.24 |
| 2018-06-30 | $15M | 474k | 32.28 |
| 2018-03-31 | $9.7M | 323k | 29.92 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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