Principal Financial Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-6,545	Closed	-$537K	–	2644
2021 Q1	$537K	Sell	6,545 -283	-4%	-$21.8K	﹤0.01%	2134
2020 Q4	$452K	Sell	6,828 -540	-7%	-$32.1K	﹤0.01%	2138
2020 Q3	$369K	Sell	7,368 -627	-8%	-$32.2K	﹤0.01%	2080
2020 Q2	$393K	Sell	7,995 -842	-10%	-$38.6K	﹤0.01%	2025
2020 Q1	$361K	Buy	8,837 +1,571	+22%	+$88.9K	﹤0.01%	1925
2019 Q4	$477K	Buy	7,266 +81	+1%	+$5.13K	﹤0.01%	1959
2019 Q3	$440K	Buy	7,185 +708	+11%	+$42.5K	﹤0.01%	1974
2019 Q2	$393K	Sell	6,477 -13,823	-68%	-$838K	﹤0.01%	2010
2019 Q1	$1.22M	Sell	20,300 -7,272	-26%	-$439K	﹤0.01%	1803
2018 Q4	$1.48M	Buy	+27,572	New	+$1.67M	﹤0.01%	1758

Other funds holding SLYV

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

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

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

Principal Financial Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2021, closing a stake of 6,545 shares — an estimated $537K sold.

Principal Financial Group first reported a position in SLYV in Q4 2018 and held it in 10 quarters. The position peaked at $1.48M in Q4 2018. 391 funds tracked by Wall St. Rank hold SLYV as of Q2 2021.

Principal Financial Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2021 after selling out during the quarter.
Principal Financial Group sold 6,545 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2021, an estimated $537K.
Principal Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 10 quarters.
Principal Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.48M in Q4 2018.
391 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2021.

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