Principal Financial Group
MDYV icon

Principal Financial Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Principal Financial Group’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,074
Closed -$463K – 2625
2021
Q1 		$463K Sell
7,074
-120
-2% -$7.36K ﹤0.01% 2171
2020
Q4 		$399K Sell
7,194
-100
-1% -$5.05K ﹤0.01% 2174
2020
Q3 		$316K Sell
7,294
-428
-6% -$19K ﹤0.01% 2120
2020
Q2 		$329K Sell
7,722
-1,148
-13% -$46.2K ﹤0.01% 2071
2020
Q1 		$313K Buy
8,870
+2,101
+31% +$101K ﹤0.01% 1954
2019
Q4 		$371K Sell
6,769
-452
-6% -$23.8K ﹤0.01% 2006
2019
Q3 		$371K Buy
7,221
+671
+10% +$33.9K ﹤0.01% 2010
2019
Q2 		$336K Buy
6,550
+57
+0.9% +$2.9K ﹤0.01% 2040
2019
Q1 		$327K Sell
6,493
-494
-7% -$24.5K ﹤0.01% 2019
2018
Q4 		$310K Buy
+6,987
New +$343K ﹤0.01% 2021

Other funds holding MDYV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

Principal Financial Group sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2021, closing a stake of 7,074 shares — an estimated $463K sold.

Principal Financial Group first reported a position in MDYV in Q4 2018 and held it in 10 quarters. The position peaked at $463K in Q1 2021. 240 funds tracked by Wall St. Rank hold MDYV as of Q2 2021.

  • Principal Financial Group reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Principal Financial Group sold 7,074 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2021, an estimated $463K.
  • Principal Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and held it in 10 quarters.
  • Principal Financial Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $463K in Q1 2021.
  • 240 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2021.

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