Principal Financial Group
SPAB icon

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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Principal Financial Group's SPAB Position: Q4 2021 in Review

Principal Financial Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2021, closing a stake of 21,817 shares — an estimated $651K sold.

Principal Financial Group first reported a position in SPAB in Q4 2018 and held it in 12 quarters. The position peaked at $3.03M in Q1 2021. 398 funds tracked by Wall St. Rank hold SPAB as of Q4 2021.

  • Principal Financial Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 21,817 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2021, an estimated $651K.
  • Principal Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and held it in 12 quarters.
  • Principal Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.03M in Q1 2021.
  • 398 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.