Principal Financial Group
SPIB icon

Principal Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Principal Financial Group’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,179,809
Closed -$41.6M – 2276
2019
Q3 		$41.6M Buy
+1,179,809
New +$41.4M 0.04% 437
2019
Q2 		– Sell
-12,379
Closed -$423K – 2270
2019
Q1 		$423K Sell
12,379
-3,504
-22% -$118K ﹤0.01% 1972
2018
Q4 		$525K Buy
+15,883
New +$523K ﹤0.01% 1910

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Principal Financial Group's SPIB Position: Q4 2019 in Review

Principal Financial Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2019, closing a stake of 1,179,809 shares — an estimated $41.6M sold.

Principal Financial Group first reported a position in SPIB in Q4 2018 and held it in 3 quarters. The position peaked at $41.6M in Q3 2019. 310 funds tracked by Wall St. Rank hold SPIB as of Q4 2019.

  • Principal Financial Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Principal Financial Group sold 1,179,809 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2019, an estimated $41.6M.
  • Principal Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
  • Principal Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $41.6M in Q3 2019.
  • 310 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2019.

Based on Principal Financial Group's 13F filing for Q4 2019, filed 5 Feb 2020.