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

Spdr S&p 500 Etf shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) 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 500 Etf

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All positions including Spdr S&p 500 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 S&p 500 Etf by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.3M 13k 666.19
2025-06-30 $7.9M 13k 617.84
2025-03-31 $6.2M 11k 559.42
2024-12-31 $7.3M 12k 586.07
2024-09-30 $6.0M 11k 573.77
2024-06-30 $5.7M 10k 544.23
2024-03-31 $5.5M 11k 523.06
2023-09-30 $3.5M 8.1k 427.50
2023-06-30 $3.5M 7.9k 443.33
2023-03-31 $3.4M 8.3k 409.44
2022-12-31 $3.3M 8.6k 382.44
2022-09-30 $3.7M 10k 357.17
2022-06-30 $4.5M 12k 377.30
2022-03-31 $3.4M 7.5k 451.56
2021-12-31 $4.3M 9.0k 474.97
2021-09-30 $2.9M 6.8k 429.10
2021-06-30 $2.9M 6.8k 428.13
2021-03-31 $2.4M 5.9k 396.30
2020-12-31 $2.6M 6.9k 373.93
2020-09-30 $2.1M 6.2k 334.83
2020-06-30 $2.4M 7.9k 308.32
2020-03-31 $50M 195k 257.75
2019-12-31 $6.0M 303k 19.70
2019-09-30 $4.6M 16k 296.77
2019-06-30 $4.3M 15k 292.97
2019-03-31 $3.7M 13k 282.46
2018-12-31 $3.6M 14k 249.91
2018-09-30 $3.2M 11k 290.75
2018-06-30 $3.1M 11k 271.24
2018-03-31 $2.8M 11k 263.10
2017-12-31 $1.9M 7.3k 266.86
2017-09-30 $2.0M 7.8k 251.28
2017-06-30 $2.0M 8.1k 241.85
2017-03-31 $1.8M 7.7k 235.73
2016-12-31 $1.8M 8.2k 223.54
2016-09-30 $1.6M 7.5k 216.35
2016-06-30 $1.6M 7.5k 209.53
2016-03-31 $1.6M 7.7k 205.54
2015-12-31 $1.7M 8.4k 203.91
2015-09-30 $1.5M 7.8k 191.62
2015-06-30 $1.6M 7.6k 205.87
2015-03-31 $1.6M 7.9k 206.43
2014-12-31 $1.9M 9.2k 205.56
2014-09-30 $1.8M 8.9k 197.03
2014-06-30 $1.7M 8.8k 195.67
2014-03-31 $1.6M 8.8k 186.98
2013-12-31 $1.6M 8.9k 184.67
2013-09-30 $1.5M 9.0k 168.00
2013-06-30 $1.5M 9.3k 160.32

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

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View all funds holding Spdr S&p 500 Etf