Health Care SPDR shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) 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 Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.1M | 53k | 154.02 |
| 2024-06-30 | $7.9M | 54k | 145.75 |
| 2024-03-31 | $8.1M | 55k | 147.73 |
| 2023-09-30 | $10M | 77k | 128.74 |
| 2023-06-30 | $12M | 89k | 132.73 |
| 2023-03-31 | $12M | 94k | 129.46 |
| 2022-12-31 | $13M | 94k | 135.85 |
| 2022-09-30 | $12M | 98k | 121.11 |
| 2022-06-30 | $13M | 104k | 128.24 |
| 2022-03-31 | $15M | 107k | 136.99 |
| 2021-12-31 | $15M | 103k | 140.89 |
| 2021-09-30 | $13M | 103k | 127.30 |
| 2021-06-30 | $13M | 103k | 125.94 |
| 2021-03-31 | $12M | 107k | 116.74 |
| 2020-12-31 | $84M | 743k | 113.44 |
| 2020-09-30 | $75M | 708k | 105.48 |
| 2020-06-30 | $68M | 682k | 100.07 |
| 2020-03-31 | $55M | 616k | 88.58 |
| 2019-12-31 | $87M | 3.5M | 24.67 |
| 2019-09-30 | $53M | 582k | 90.13 |
| 2019-06-30 | $51M | 555k | 92.64 |
| 2019-03-31 | $49M | 533k | 91.75 |
| 2018-12-31 | $45M | 514k | 86.51 |
| 2018-09-30 | $48M | 500k | 95.15 |
| 2018-06-30 | $41M | 487k | 83.46 |
| 2018-03-31 | $38M | 466k | 81.40 |
| 2017-12-31 | $37M | 450k | 82.68 |
| 2017-09-30 | $36M | 438k | 81.73 |
| 2017-06-30 | $34M | 426k | 79.24 |
| 2017-03-31 | $30M | 409k | 74.36 |
| 2016-12-31 | $27M | 388k | 68.94 |
| 2016-09-30 | $27M | 374k | 72.11 |
| 2016-06-30 | $27M | 373k | 71.70 |
| 2016-03-31 | $25M | 364k | 67.78 |
| 2015-12-31 | $28M | 388k | 72.03 |
| 2015-09-30 | $25M | 378k | 66.23 |
| 2015-06-30 | $27M | 368k | 74.39 |
| 2015-03-31 | $25M | 350k | 72.50 |
| 2014-12-31 | $23M | 343k | 68.38 |
| 2014-09-30 | $13M | 204k | 63.91 |
| 2014-06-30 | $12M | 202k | 60.83 |
| 2014-03-31 | $11M | 193k | 58.49 |
| 2013-12-31 | $9.7M | 175k | 55.44 |
| 2013-09-30 | $6.3M | 125k | 50.59 |
| 2013-06-30 | $3.8M | 79k | 47.61 |
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