Technology SPDR shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Technology SPDR (XLK) 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 Technology SPDR
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Quarterly reported holdings in Technology SPDR by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.7k | 281.86 |
| 2025-06-30 | $1.1M | 4.2k | 253.23 |
| 2025-03-31 | $807k | 3.9k | 206.48 |
| 2024-12-31 | $909k | 3.9k | 232.54 |
| 2024-09-30 | $878k | 3.9k | 225.76 |
| 2024-06-30 | $1.0M | 4.6k | 226.25 |
| 2024-03-31 | $996k | 4.8k | 208.27 |
| 2023-09-30 | $964k | 5.9k | 163.93 |
| 2023-06-30 | $1.2M | 7.1k | 173.87 |
| 2023-03-31 | $1.1M | 7.5k | 151.02 |
| 2022-12-31 | $1.0M | 8.2k | 124.44 |
| 2022-09-30 | $994k | 8.4k | 118.73 |
| 2022-06-30 | $1.2M | 9.4k | 127.07 |
| 2022-03-31 | $506k | 3.2k | 159.07 |
| 2021-12-31 | $528k | 3.0k | 173.97 |
| 2021-09-30 | $379k | 2.5k | 149.21 |
| 2021-06-30 | $399k | 2.7k | 147.78 |
| 2021-03-31 | $234k | 1.8k | 132.95 |
| 2020-12-31 | $238k | 1.8k | 129.77 |
| 2020-09-30 | $225k | 1.9k | 116.52 |
| 2018-09-30 | $228k | 3.0k | 75.22 |
| 2018-06-30 | $281k | 4.0k | 69.43 |
| 2018-03-31 | $308k | 4.7k | 65.34 |
| 2017-12-31 | $296k | 4.6k | 63.86 |
| 2017-09-30 | $296k | 5.0k | 59.15 |
| 2017-06-30 | $302k | 5.5k | 54.73 |
| 2017-03-31 | $297k | 5.6k | 53.35 |
| 2016-12-31 | $366k | 7.6k | 48.37 |
| 2016-09-30 | $280k | 5.9k | 47.74 |
| 2016-06-30 | $276k | 6.4k | 43.36 |
| 2016-03-31 | $307k | 6.9k | 44.29 |
| 2015-12-31 | $294k | 6.9k | 42.88 |
| 2015-09-30 | $303k | 7.7k | 39.48 |
| 2015-06-30 | $293k | 7.1k | 41.38 |
| 2015-03-31 | $305k | 7.4k | 41.41 |
| 2014-12-31 | $344k | 8.3k | 41.32 |
| 2014-09-30 | $356k | 8.9k | 39.92 |
| 2014-06-30 | $354k | 9.2k | 38.38 |
| 2014-03-31 | $338k | 9.3k | 36.31 |
| 2013-12-31 | $359k | 10k | 35.75 |
| 2013-09-30 | $348k | 11k | 32.08 |
| 2013-06-30 | $378k | 12k | 30.59 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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