Principal Financial Group

Principal Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-21,817	Closed	-$651K	–	2621
2021 Q3	$651K	Sell	21,817 -45,917	-68%	-$1.38M	﹤0.01%	2102
2021 Q2	$2.03M	Sell	67,734 -34,523	-34%	-$1.03M	﹤0.01%	1905
2021 Q1	$3.03M	Buy	102,257 +9,492	+10%	+$286K	﹤0.01%	1783
2020 Q4	$2.86M	Buy	92,765 +7,368	+9%	+$226K	﹤0.01%	1723
2020 Q3	$2.63M	Buy	85,397 +4,996	+6%	+$155K	﹤0.01%	1675
2020 Q2	$2.48M	Buy	80,401 +8,447	+12%	+$258K	﹤0.01%	1653
2020 Q1	$2.17M	Sell	71,954 -9,798	-12%	-$291K	﹤0.01%	1576
2019 Q4	$2.4M	Buy	81,752 +1,397	+2%	+$41.2K	﹤0.01%	1692
2019 Q3	$2.38M	Buy	80,355 +3,639	+5%	+$107K	﹤0.01%	1691
2019 Q2	$2.24M	Buy	76,716 +5,203	+7%	+$149K	﹤0.01%	1709
2019 Q1	$2.04M	Buy	71,513 +231	+0.3%	+$6.49K	﹤0.01%	1736
2018 Q4	$1.99M	Buy	+71,282	New	+$1.96M	﹤0.01%	1716

Other funds holding SPAB

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

Envestnet Asset Management

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return