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Annex Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Annex Advisory Services’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-200
Closed -$117K – 331
2024
Q4 		$117K Buy
+200
New +$118K ﹤0.01% 308

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Annex Advisory Services's SPY Position: Q2 2026 in Review

Annex Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.4% in Q2 2026, buying an estimated $384K and bringing the position to 12,658 shares worth $9.45M. The position accounts for 0.16% of the portfolio, ranked #84.

Annex Advisory Services first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. The position peaked at $50.3M in Q1 2020. 1,019 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Annex Advisory Services held 12,658 shares of State Street SPDR S&P 500 ETF Trust worth $9.45M as of Q2 2026.
  • Annex Advisory Services bought 530 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $384K.
  • State Street SPDR S&P 500 ETF Trust made up 0.16% of Annex Advisory Services's portfolio in Q2 2026, its #84 holding.
  • Annex Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
  • Annex Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $50.3M in Q1 2020.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.