Consumer Staples Select Sect. SPDR shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) 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 Consumer Staples Select Sect. SPDR
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All positions including Consumer Staples Select Sect. SPDR 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 Consumer Staples Select Sect. SPDR by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $11M | 136k | 77.68 |
| 2022-06-30 | $316k | 4.4k | 72.21 |
| 2019-03-31 | $202k | 3.6k | 56.16 |
| 2013-12-31 | $503k | 12k | 42.97 |
| 2013-09-30 | $1.1M | 28k | 39.81 |
| 2013-06-30 | $1.9M | 47k | 39.67 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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