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

SPDR S&P Biotech shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) 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 Biotech

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Biotech 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 Biotech by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $32M 247k 127.73

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Plus Bd Etf (UBND)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global 100 Etf (IOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)

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

Top funds holding SPDR S&P Biotech

Bnp Paribas Arbitrage, Snc
Bank of America Corporation
Goldman Sachs Group
Morgan Stanley
Citigroup
Deep Track Capital
Healthcare Of Ontario Pension Plan Trust Fund
Susquehanna International
Jane Street
Citadel Advisors
UBS Group
Barclays
Wells Fargo & Company
Leucadia National Corporation
Jain Global

View all funds holding SPDR S&P Biotech