Principal Financial Group
SPTI icon

Principal Financial Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Principal Financial Group’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-9,434
Closed -$285K – 2272
2019
Q1 		$285K Sell
9,434
-9,456
-50% -$282K ﹤0.01% 2047
2018
Q4 		$562K Buy
+18,890
New +$550K ﹤0.01% 1889

Other funds holding SPTI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group's SPTI Position: Q2 2019 in Review

Principal Financial Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q2 2019, closing a stake of 9,434 shares — an estimated $285K sold.

Principal Financial Group first reported a position in SPTI in Q4 2018 and held it in 2 quarters. The position peaked at $562K in Q4 2018. 121 funds tracked by Wall St. Rank hold SPTI as of Q2 2019.

  • Principal Financial Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q2 2019 after selling out during the quarter.
  • Principal Financial Group sold 9,434 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2019, an estimated $285K.
  • Principal Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2018 and held it in 2 quarters.
  • Principal Financial Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $562K in Q4 2018.
  • 121 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2019.

Based on Principal Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.