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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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 |
|---|---|---|---|
| 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
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