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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.5M Sell
2025
Q1
$12M Buy
2024
Q4
$12.7M Buy
2024
Q3
$10M Buy
2024
Q2
$8.17M Sell
2024
Q1
$10.3M Hold
2023
Q4
$9.43M Buy
2023
Q3
$7.61M Buy
2023
Q2
$4.55M Buy
2023
Q1
$3.28M Buy
2022
Q4
$369K Sell
2022
Q3
$460K Hold
2022
Q2
$489K Hold
2022
Q1
$586K Buy