Principal Financial Group’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Principal Financial Group’s Portfolio EFIV Stock Details EFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.3M	Buy	195,483 +9,476	+5%	+$666K	0.01%	1207
2026 Q1	$11.7M	Buy	186,007 +32,030	+21%	+$2.12M	0.01%	1242
2025 Q4	$10.2M	Hold	153,977	–	–	0.01%	1307
2025 Q3	$9.79M	Sell	153,977 -59,123	-28%	-$3.61M	﹤0.01%	1297
2025 Q2	$12.5M	Sell	213,100 -12,111	-5%	-$656K	0.01%	1129
2025 Q1	$12M	Buy	225,211 +17	+0%	+$955	0.01%	1159
2024 Q4	$12.7M	Buy	225,194 +45,801	+26%	+$2.61M	0.01%	1147
2024 Q3	$10M	Buy	179,393 +25,524	+17%	+$1.38M	0.01%	1276
2024 Q2	$8.17M	Sell	153,869 -50,193	-25%	-$2.55M	﹤0.01%	1374
2024 Q1	$10.3M	Hold	204,062	–	–	0.01%	1284
2023 Q4	$9.43M	Buy	204,062 +20,613	+11%	+$894K	0.01%	1316
2023 Q3	$7.61M	Buy	183,449 +77,656	+73%	+$3.36M	0.01%	1360
2023 Q2	$4.55M	Buy	105,793 +22,660	+27%	+$922K	﹤0.01%	1561
2023 Q1	$3.28M	Buy	83,133 +73,059	+725%	+$2.8M	﹤0.01%	1664
2022 Q4	$369K	Sell	10,074 -3,426	-25%	-$126K	﹤0.01%	2050
2022 Q3	$460K	Hold	13,500	–	–	﹤0.01%	1980
2022 Q2	$489K	Hold	13,500	–	–	﹤0.01%	2066
2022 Q1	$586K	Buy	+13,500	New	+$576K	﹤0.01%	2081

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Principal Financial Group's EFIV Position: Q2 2026 in Review

Principal Financial Group increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 5.1% in Q2 2026, buying an estimated $666K and bringing the position to 195,483 shares worth $14.3M. The position accounts for 0.01% of the portfolio, ranked #1207.

Principal Financial Group first reported a position in EFIV in Q1 2022 and has held it in 18 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Principal Financial Group held 195,483 shares of State Street SPDR S&P 500 ESG ETF worth $14.3M as of Q2 2026.
Principal Financial Group bought 9,476 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $666K.
State Street SPDR S&P 500 ESG ETF made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1207 holding.
Principal Financial Group first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2022 and has held it in 18 quarters since.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.