Energy Select Sector SPDR shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) 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 Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $589k | 6.9k | 85.66 |
| 2024-09-30 | $465k | 5.3k | 87.81 |
| 2024-06-30 | $505k | 5.5k | 91.15 |
| 2024-03-31 | $599k | 6.3k | 94.41 |
| 2023-09-30 | $1.1M | 12k | 90.39 |
| 2023-06-30 | $46M | 562k | 81.17 |
| 2023-03-31 | $66M | 797k | 82.83 |
| 2022-12-31 | $66M | 750k | 87.47 |
| 2022-09-30 | $54M | 747k | 72.02 |
| 2022-06-30 | $323k | 4.5k | 71.57 |
| 2022-03-31 | $497k | 6.5k | 76.43 |
| 2021-12-31 | $468k | 8.4k | 55.50 |
| 2021-09-30 | $236k | 4.5k | 52.01 |
| 2021-06-30 | $386k | 7.2k | 53.86 |
| 2014-03-31 | $253k | 2.8k | 89.08 |
| 2013-12-31 | $13M | 148k | 88.51 |
| 2013-09-30 | $10M | 123k | 82.91 |
| 2013-06-30 | $7.6M | 97k | 78.31 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management