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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-220,848	Closed	-$6.59M	–	2213
2024 Q4	$6.59M	Hold	220,848	–	–	﹤0.01%	1493
2024 Q3	$6.69M	Buy	220,848 +145,000	+191%	+$4.35M	﹤0.01%	1458
2024 Q2	$2.25M	Buy	+75,848	New	+$2.25M	﹤0.01%	1745
2019 Q2	–	Sell	-16,340	Closed	-$499K	–	2271
2019 Q1	$499K	Sell	16,340 -5,723	-26%	-$174K	﹤0.01%	1938
2018 Q4	$665K	Buy	+22,063	New	+$664K	﹤0.01%	1868

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Principal Financial Group's SPSB Position: Q1 2025 in Review

Principal Financial Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2025, closing a stake of 220,848 shares — an estimated $6.59M sold.

Principal Financial Group first reported a position in SPSB in Q4 2018 and held it in 5 quarters. The position peaked at $6.69M in Q3 2024. 551 funds tracked by Wall St. Rank hold SPSB as of Q1 2025.

Principal Financial Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Principal Financial Group sold 220,848 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2025, an estimated $6.59M.
Principal Financial Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
Principal Financial Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $6.69M in Q3 2024.
551 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2025.

Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.