Consumer Discretionary SPDR shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) 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 Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary 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 | $249k | 1.0k | 239.56 |
| 2025-06-30 | $246k | 1.1k | 217.42 |
| 2025-03-31 | $205k | 1.0k | 197.51 |
| 2024-12-31 | $268k | 1.2k | 224.41 |
| 2024-09-30 | $250k | 1.2k | 200.34 |
| 2024-06-30 | $236k | 1.3k | 182.45 |
| 2024-03-31 | $382k | 2.1k | 183.87 |
| 2023-09-30 | $381k | 2.4k | 160.98 |
| 2023-06-30 | $402k | 2.4k | 169.82 |
| 2023-03-31 | $484k | 3.2k | 149.55 |
| 2022-12-31 | $557k | 4.3k | 129.16 |
| 2022-09-30 | $249k | 1.7k | 142.69 |
| 2022-06-30 | $467k | 3.4k | 137.56 |
| 2022-03-31 | $241k | 1.3k | 185.10 |
| 2021-12-31 | $291k | 1.4k | 204.64 |
| 2021-06-30 | $242k | 1.4k | 178.86 |
| 2020-03-31 | $50M | 507k | 98.08 |
| 2019-12-31 | $83M | 3.4M | 24.18 |
| 2019-09-30 | $58M | 482k | 120.70 |
| 2019-06-30 | $55M | 464k | 119.20 |
| 2019-03-31 | $51M | 449k | 113.85 |
| 2018-12-31 | $43M | 435k | 99.01 |
| 2018-09-30 | $50M | 424k | 117.22 |
| 2018-06-30 | $46M | 418k | 109.30 |
| 2018-03-31 | $41M | 407k | 101.29 |
| 2017-12-31 | $40M | 402k | 98.69 |
| 2017-09-30 | $35M | 392k | 90.08 |
| 2017-06-30 | $34M | 381k | 89.63 |
| 2017-03-31 | $32M | 368k | 87.95 |
| 2016-12-31 | $29M | 353k | 81.40 |
| 2016-09-30 | $27M | 343k | 80.04 |
| 2016-06-30 | $27M | 340k | 78.06 |
| 2016-03-31 | $26M | 330k | 79.10 |
| 2015-12-31 | $27M | 347k | 78.16 |
| 2015-09-30 | $25M | 331k | 74.26 |
| 2015-06-30 | $24M | 316k | 76.48 |
| 2015-03-31 | $22M | 293k | 75.35 |
| 2014-12-31 | $381k | 5.3k | 72.20 |
| 2014-09-30 | $377k | 5.6k | 66.74 |
| 2014-06-30 | $400k | 6.0k | 66.69 |
| 2014-03-31 | $388k | 6.0k | 64.69 |
| 2013-12-31 | $527k | 7.9k | 66.82 |
| 2013-09-30 | $722k | 12k | 60.63 |
| 2013-06-30 | $767k | 14k | 56.43 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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