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

Spdr Series Trust dj ttl mkt etf shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Spdr Series Trust dj ttl mkt etf (SPTM) 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 Series Trust dj ttl mkt etf

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All positions including Spdr Series Trust dj ttl mkt etf 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 Series Trust dj ttl mkt etf by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 283k 70.06
2024-06-30 $19M 289k 66.35
2024-03-31 $19M 292k 64.15
2023-09-30 $16M 307k 52.49
2023-06-30 $18M 333k 54.44
2023-03-31 $18M 352k 50.43
2022-12-31 $18M 376k 47.29
2022-09-30 $74M 1.7M 44.11
2022-06-30 $82M 1.8M 46.48
2022-03-31 $106M 1.9M 55.58
2021-12-31 $116M 2.0M 58.45
2021-09-30 $110M 2.1M 52.99
2021-06-30 $119M 2.3M 52.98
2021-03-31 $120M 2.4M 49.19
2020-12-31 $117M 2.5M 46.09
2020-09-30 $105M 2.6M 40.89
2020-06-30 $97M 2.6M 37.78
2020-03-31 $76M 2.4M 31.45
2019-12-31 $179M 5.8M 30.96
2019-09-30 $78M 2.1M 36.74
2019-06-30 $73M 2.0M 36.46
2019-03-31 $65M 1.9M 35.18
2018-12-31 $48M 1.6M 30.91
2018-09-30 $29M 795k 36.20
2018-06-30 $23M 661k 33.99
2018-03-31 $16M 474k 32.82

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

Top funds holding Spdr Series Trust dj ttl mkt etf

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