Annex Advisory Services, LLC Spdr Portfolio Transaction History

Annex Advisory Services, LLC

$2.96 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 22, 2020	SELL	$21.39 - $37.02 $5.38 Million - $9.32 Million	-251,691 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$32.63 - $36.43 $13.8 Million - $15.4 Million	-423,016 Reduced 62.7%	251,691 $9.12 Million
Q4 2019 Feb 10, 2020	BUY	$32.63 - $36.43 $13.9 Million - $15.5 Million	425,485 Added 170.73%	674,707 $20.7 Million
Q3 2019 Nov 14, 2019	BUY	$33.7 - $34.71 $687,648 - $708,257	20,405 Added 8.92%	249,222 $8.45 Million
Q2 2019 Jul 18, 2019	BUY	N/A	23,453 Added 11.42%	228,817 $7.8 Million
Q1 2019 May 15, 2019	BUY	N/A	86,455 Added 72.71%	205,364 $6.85 Million
Q4 2018 Feb 12, 2019	BUY	N/A	34,452 Added 40.79%	118,909 $3.5 Million
Q3 2018 Nov 13, 2018	BUY	N/A	21,059 Added 33.22%	84,457 $3.05 Million
Q2 2018 Aug 13, 2018	BUY	N/A	29,220 Added 85.49%	63,398 $2.21 Million
Q1 2018 May 03, 2018	BUY	N/A	34,178 New	34,178 $1.13 Million

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

0

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