Principal Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$447K	Hold	2,936	–	–	﹤0.01%	2017
2026 Q1	$428K	Hold	2,936	–	–	﹤0.01%	2037
2025 Q4	$409K	Hold	2,936	–	–	﹤0.01%	2067
2025 Q3	$413K	Hold	2,936	–	–	﹤0.01%	2083
2025 Q2	$399K	Hold	2,936	–	–	﹤0.01%	2025
2025 Q1	$398K	Hold	2,936	–	–	﹤0.01%	1959
2024 Q4	$388K	Hold	2,936	–	–	﹤0.01%	1998
2024 Q3	$417K	Hold	2,936	–	–	﹤0.01%	1986
2024 Q2	$373K	Hold	2,936	–	–	﹤0.01%	2021
2024 Q1	$385K	Hold	2,936	–	–	﹤0.01%	2039
2023 Q4	$367K	Hold	2,936	–	–	﹤0.01%	2015
2023 Q3	$337K	Hold	2,936	–	–	﹤0.01%	2031
2023 Q2	$360K	Hold	2,936	–	–	﹤0.01%	2029
2023 Q1	$363K	Hold	2,936	–	–	﹤0.01%	2044
2022 Q4	$367K	Hold	2,936	–	–	﹤0.01%	2052
2022 Q3	$327K	Hold	2,936	–	–	﹤0.01%	2058
2022 Q2	$348K	Hold	2,936	–	–	﹤0.01%	2147
2022 Q1	$376K	Buy	+2,936	New	+$371K	﹤0.01%	2183

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Principal Financial Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,936 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Principal Financial Group first reported a position in SDY in Q1 2022 and has held it in 18 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Principal Financial Group held 2,936 shares of State Street SPDR S&P Dividend ETF worth $447K as of Q2 2026.
Principal Financial Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2017 holding.
Principal Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 18 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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