Purchases and Sales Made in Q1 2023 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)

This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.

Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held
Apr 13, 2023 Q1 2023	Family Investment Center, Inc. Saint Joseph, MO	BUY	-	580 + 2.23%	$18.8K - $21.1K	26.6K $1.06M
Apr 13, 2023 Q1 2023	Leavell Investment Management, Inc.	BUY	-	560 + 2.27%	$18.2K - $20.4K	25.2K $1.01M
May 05, 2023 Q1 2023	C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH	BUY	-	547 + 2.88%	$17.8K - $19.9K	19.5K $782K
May 02, 2023 Q1 2023	Wealth Alliance Advisory Group, LLC	BUY	-	539 + 0.29%	$17.5K - $19.6K	183K $7.33M
May 12, 2023 Q1 2023	Farmers & Merchants Investments Inc	BUY	-	525 New	$17.1K - $19.1K	525 $21K
Apr 18, 2023 Q1 2023	Vantage Investment Partners, LLC	BUY	-	480 + 6.02%	$15.6K - $17.5K	8.45K $338K
Apr 19, 2023 Q1 2023	Central Trust CO Jefferson City, MO	BUY	-	468 New	$15.2K - $17.1K	468 $18.7K
Jul 22, 2024 Q1 2023	Focus Financial Network, Inc. Minneapolis, MN	BUY	-	462 + 7.63%	$15K - $16.8K	6.51K $261K
May 03, 2023 Q1 2023	Insight Advisors, LLC Newtown, PA	BUY	-	422 + 4.75%	$13.7K - $15.4K	9.31K $372K
Apr 27, 2023 Q1 2023	Benjamin F. Edwards & Company, Inc. St. Louis, MO	BUY	-	387 + 2.03%	$12.6K - $14.1K	19.5K $778K
May 22, 2023 Q1 2023	Front Row Advisors LLC Tiburon, CA	BUY	-	341 + 2841.67%	$11.1K - $12.4K	353 $14.1K
Apr 18, 2023 Q1 2023	Independent Wealth Network Inc.	BUY	-	313 + 3.75%	$10.2K - $11.4K	8.65K $346K
May 04, 2023 Q1 2023	Wescap Management Group, Inc. Glendale, CA	BUY	-	303 + 0.47%	$9.84K - $11K	64.4K $2.58M
Apr 21, 2023 Q1 2023	Ahrens Investment Partners LLC	BUY	-	300 New	$9.75K - $10.9K	300 $12K
Apr 20, 2023 Q1 2023	Private Ocean, LLC	BUY	-	299 New	$9.71K - $10.9K	299 $12K
Sep 12, 2023 Q1 2023	New Republic Capital, LLC Charlotte, NC	BUY	-	285 New	$9.26K - $10.4K	285 $11.4K
Apr 24, 2023 Q1 2023	First Personal Financial Services	BUY	-	273 New	$8.87K - $9.95K	273 $10.9K
May 08, 2023 Q1 2023	Laurel Wealth Advisors LLC Charlotte, NC	BUY	-	247 + 4.61%	$8.03K - $9K	5.6K $224K
Apr 17, 2023 Q1 2023	Ronald Blue Trust, Inc. Brentwood, TN	BUY	-	205 New	$6.66K - $7.47K	205 $8.2K
May 15, 2023 Q1 2023	Liberty One Investment Management, LLC	BUY	-	202 + 0.62%	$6.56K - $7.36K	32.6K $1.3M
May 10, 2023 Q1 2023	Vise Technologies, Inc. New York, NY	BUY	-	198 + 2.53%	$6.43K - $7.22K	8.02K $321K
May 12, 2023 Q1 2023	Foster Dykema Cabot & CO Inc	BUY	-	196 New	$6.37K - $7.14K	196 $7.84K
May 09, 2023 Q1 2023	Spire Wealth Management	BUY	-	176 + 5.42%	$5.72K - $6.41K	3.42K $137K
May 05, 2023 Q1 2023	Silver Oak Securities, Inc Jackson, TN	BUY	-	170 + 1.08%	$5.52K - $6.19K	16K $639K
May 15, 2023 Q1 2023	Zacks Investment Management Chicago, IL	BUY	-	158 + 2.42%	$5.13K - $5.76K	6.69K $268K
Apr 11, 2023 Q1 2023	Paradigm Financial Partners, LLC	BUY	-	156 + 1.65%	$5.07K - $5.68K	9.6K $384K
Apr 17, 2023 Q1 2023	E&G Advisors, LP	BUY	-	154 + 1.54%	$5K - $5.61K	10.2K $407K
Apr 28, 2023 Q1 2023	Salomon & Ludwin, LLC	BUY	-	139 + 2.03%	$4.52K - $5.07K	6.99K $280K
May 03, 2023 Q1 2023	River Street Advisors LLC Aurora, IL	BUY	-	127 + 1.25%	$4.13K - $4.63K	10.3K $412K
Apr 11, 2023 Q1 2023	Pacifica Partners Inc.	BUY	-	124 + 1.32%	$4.03K - $4.52K	9.54K $382K
May 15, 2023 Q1 2023	Towerpoint Wealth, LLC Sacramento, CA	BUY	-	120 + 0.71%	$3.9K - $4.37K	17K $678K
May 15, 2023 Q1 2023	Lido Advisors, LLC Los Angeles, CA	BUY	-	120 + 1.76%	$3.9K - $4.37K	6.95K $278K
May 10, 2023 Q1 2023	Northwest Wealth Management, LLC	BUY	-	99 + 0.42%	$3.22K - $3.61K	23.9K $958K
May 09, 2023 Q1 2023	Formidable Asset Management, LLC Cincinnati, OH	BUY	-	89 + 0.27%	$2.89K - $3.24K	33.5K $1.34M
Oct 12, 2023 Q1 2023	Cape Investment Advisory, Inc. Mcdonough, GA	BUY	-	51 New	$1.66K - $1.86K	51 $2.04K
May 11, 2023 Q1 2023	Citigroup Inc	BUY	-	51 + 0.27%	$1.66K - $1.86K	18.8K $750K
Apr 19, 2023 Q1 2023	Carnegie Capital Asset Management, LLC	BUY	-	49 + 0.35%	$1.59K - $1.79K	14.1K $563K
Apr 26, 2023 Q1 2023	Maryland Capital Advisors Inc.	BUY	-	48 New	$1.56K - $1.75K	48 $1.92K
Apr 25, 2023 Q1 2023	United Asset Strategies, Inc. Garden City, NY	BUY	-	45 + 0.41%	$1.46K - $1.64K	10.9K $436K
May 09, 2023 Q1 2023	25 LLC St. Louis, MO	BUY	-	40 New	$1.3K - $1.46K	40 $1.6K
May 11, 2023 Q1 2023	Balboa Wealth Partners Newport Beach, CA	BUY	-	40 + 0.48%	$1.3K - $1.46K	8.43K $337K
Apr 26, 2023 Q1 2023	Chicago Partners Investment Group LLC	BUY	-	39 + 0.41%	$1.27K - $1.42K	9.48K $379K
Apr 18, 2023 Q1 2023	Flagship Private Wealth, LLC	BUY	-	27 + 0.22%	$877 - $984	12.3K $491K
Apr 03, 2023 Q1 2023	M&R Capital Management Inc	BUY	-	25 New	$812 - $911	25 $1K
May 11, 2023 Q1 2023	Western Pacific Wealth Management, LP	BUY	-	21 New	$682 - $765	21 $840
Apr 27, 2023 Q1 2023	Simplex Trading, LLC	BUY	-	21 New	$682 - $765	21 $840
May 15, 2023 Q1 2023	Castleview Partners, LLC Dallas, TX	BUY	-	14 + 0.56%	$455 - $510	2.5K $99.9K
May 03, 2023 Q1 2023	Guardian Wealth Advisors, LLC Bloomington, MN	BUY	-	11 New	$357 - $401	11 $440
May 11, 2023 Q1 2023	Tucker Asset Management LLC Littleton, CO	BUY	-	3 New	$97.5 - $109	3 $120
May 15, 2023 Q1 2023	Covestor LTD Boston, MA	BUY	-	2 + 2.3%	$65 - $72.9	89 $3.56K

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Account

Purchases and Sales Made in Q1 2023 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)

580

560

547

539

525

480

468

462

422

387

341

313

303

300

299

285

273

247

205

202

198

196

176

170

158

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154

139

127

124

120

120

99

89

51

51

49

48

45

40

40

39

27

25

21

21

14

11

3

2

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