Industrial SPDR shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Industrial SPDR (XLI) 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 Industrial SPDR
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Quarterly reported holdings in Industrial 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 | $206k | 1.6k | 131.76 |
| 2024-09-30 | $211k | 1.6k | 135.44 |
| 2023-03-31 | $304k | 3.0k | 101.21 |
| 2022-12-31 | $411k | 4.2k | 98.21 |
| 2022-09-30 | $220k | 2.7k | 82.89 |
| 2014-12-31 | $7.2M | 127k | 56.58 |
| 2014-09-30 | $16M | 301k | 53.15 |
| 2014-06-30 | $16M | 288k | 54.06 |
| 2014-03-31 | $14M | 272k | 52.33 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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