Principal Financial Group’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-11,774	Closed	-$440K	–	2619
2021 Q1	$440K	Buy	11,774 +780	+7%	+$28.7K	﹤0.01%	2188
2020 Q4	$389K	Sell	10,994 -336	-3%	-$10.9K	﹤0.01%	2182
2020 Q3	$344K	Sell	11,330 -1,262	-10%	-$37.1K	﹤0.01%	2102
2020 Q2	$344K	Sell	12,592 -1,116	-8%	-$28.8K	﹤0.01%	2057
2020 Q1	$312K	Buy	13,708 +1,688	+14%	+$47.3K	﹤0.01%	1955
2019 Q4	$383K	Sell	12,020 -42	-0.3%	-$1.3K	﹤0.01%	1999
2019 Q3	$355K	Buy	12,062 +1,312	+12%	+$38.4K	﹤0.01%	2021
2019 Q2	$322K	Sell	10,750 -13,813	-56%	-$417K	﹤0.01%	2047
2019 Q1	$745K	Sell	24,563 -6,772	-22%	-$202K	﹤0.01%	1870
2018 Q4	$875K	Buy	+31,335	New	+$962K	﹤0.01%	1831

Other funds holding GWX

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Principal Financial Group's GWX Position: Q2 2021 in Review

Principal Financial Group sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2021, closing a stake of 11,774 shares — an estimated $440K sold.

Principal Financial Group first reported a position in GWX in Q4 2018 and held it in 10 quarters. The position peaked at $875K in Q4 2018. 212 funds tracked by Wall St. Rank hold GWX as of Q2 2021.

Principal Financial Group reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2021 after selling out during the quarter.
Principal Financial Group sold 11,774 State Street SPDR S&P International Small Cap ETF shares in Q2 2021, an estimated $440K.
Principal Financial Group first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2018 and held it in 10 quarters.
Principal Financial Group's State Street SPDR S&P International Small Cap ETF position peaked at $875K in Q4 2018.
212 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2021.

Based on Principal Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.