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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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 |
|---|---|---|---|
| 2024-03-31 | $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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