Spectrum Wealth Counsel’s Annaly Capital Management NLY Stock Holding History

Spectrum Wealth Counsel’s Portfolio NLY Stock Details NLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$55.3K	Hold	2,722	–	–	0.01%	167
2024 Q4	$49.8K	Buy	2,722 +2,538	+1,379%	+$49.6K	0.01%	163
2024 Q3	$3.69K	Buy	184 +34	+23%	+$681	﹤0.01%	280
2024 Q2	$2.86K	Hold	150	–	–	﹤0.01%	333
2024 Q1	$2.95K	Hold	150	–	–	﹤0.01%	335
2023 Q4	$2.91K	Buy	+150	New	+$2.68K	﹤0.01%	302

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spectrum Wealth Counsel's NLY Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Annaly Capital Management (NLY) position steady in Q1 2025 at 2,722 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #167.

Spectrum Wealth Counsel first reported a position in NLY in Q4 2023 and has held it in 6 quarters since. 649 funds tracked by Wall St. Rank hold NLY as of Q1 2025.

Spectrum Wealth Counsel held 2,722 shares of Annaly Capital Management worth $55.3K as of Q1 2025.
Spectrum Wealth Counsel left its Annaly Capital Management share count unchanged in Q1 2025.
Annaly Capital Management made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #167 holding.
Spectrum Wealth Counsel first reported a position in Annaly Capital Management in Q4 2023 and has held it in 6 quarters since.
649 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.