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

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

Quarter-by-quarter ownership of SPDR S&P Homebuilders (XHB) 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 Homebuilders

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $45M 409k 110.80

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

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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

Top funds holding SPDR S&P Homebuilders

Susquehanna International
Goldman Sachs Group
Morgan Stanley
Citadel Advisors
Natixis
Millennium Management
Jane Street
Barclays
Healthcare Of Ontario Pension Plan Trust Fund
Bnp Paribas Arbitrage, Snc
Capula Management
UBS Group
Jpmorgan Chase & Co
Mirae Asset Securities
Marshall Wace

View all funds holding SPDR S&P Homebuilders