Principal Financial Group
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Principal Financial Group’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Principal Financial Group’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,952
Closed -$254K – 2595
2021
Q4 		$254K Sell
6,952
-10,520
-60% -$387K ﹤0.01% 2292
2021
Q3 		$633K Sell
17,472
-4,407
-20% -$164K ﹤0.01% 2114
2021
Q2 		$805K Sell
21,879
-14,981
-41% -$556K ﹤0.01% 2096
2021
Q1 		$1.3M Buy
36,860
+3,193
+9% +$112K ﹤0.01% 1938
2020
Q4 		$1.14M Buy
33,667
+915
+3% +$28.8K ﹤0.01% 1917
2020
Q3 		$958K Sell
32,752
-1,412
-4% -$41.2K ﹤0.01% 1880
2020
Q2 		$944K Sell
34,164
-19,697
-37% -$515K ﹤0.01% 1844
2020
Q1 		$1.29M Buy
53,861
+712
+1% +$20.4K ﹤0.01% 1698
2019
Q4 		$1.67M Sell
53,149
-5,318
-9% -$162K ﹤0.01% 1755
2019
Q3 		$1.72M Buy
58,467
+4,691
+9% +$136K ﹤0.01% 1742
2019
Q2 		$1.59M Sell
53,776
-33,067
-38% -$974K ﹤0.01% 1762
2019
Q1 		$2.54M Sell
86,843
-18,111
-17% -$516K ﹤0.01% 1698
2018
Q4 		$2.78M Buy
+104,954
New +$2.96M ﹤0.01% 1666

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Financial Group's SPDW Position: Q1 2022 in Review

Principal Financial Group sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2022, closing a stake of 6,952 shares — an estimated $254K sold.

Principal Financial Group first reported a position in SPDW in Q4 2018 and held it in 13 quarters. The position peaked at $2.78M in Q4 2018. 642 funds tracked by Wall St. Rank hold SPDW as of Q1 2022.

  • Principal Financial Group reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2022 after selling out during the quarter.
  • Principal Financial Group sold 6,952 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2022, an estimated $254K.
  • Principal Financial Group first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and held it in 13 quarters.
  • Principal Financial Group's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.78M in Q4 2018.
  • 642 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2022.

Based on Principal Financial Group's 13F filing for Q1 2022, filed 9 May 2022.