Principal Financial Group
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Principal Financial Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Principal Financial Group’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,840
Closed -$224K – 2597
2021
Q4 		$224K Sell
3,840
-2,028
-35% -$115K ﹤0.01% 2329
2021
Q3 		$311K Sell
5,868
-4,681
-44% -$255K ﹤0.01% 2292
2021
Q2 		$559K Sell
10,549
-21,407
-67% -$1.11M ﹤0.01% 2189
2021
Q1 		$1.57M Buy
31,956
+2,624
+9% +$125K ﹤0.01% 1903
2020
Q4 		$1.35M Buy
29,332
+7
+0% +$305 ﹤0.01% 1874
2020
Q3 		$1.2M Sell
29,325
-2,271
-7% -$92K ﹤0.01% 1830
2020
Q2 		$1.19M Sell
31,596
-12,860
-29% -$460K ﹤0.01% 1800
2020
Q1 		$1.4M Sell
44,456
-3,331
-7% -$125K ﹤0.01% 1679
2019
Q4 		$1.91M Sell
47,787
-5,325
-10% -$203K ﹤0.01% 1733
2019
Q3 		$1.95M Buy
53,112
+3,722
+8% +$136K ﹤0.01% 1726
2019
Q2 		$1.8M Sell
49,390
-35,720
-42% -$1.28M ﹤0.01% 1742
2019
Q1 		$2.99M Sell
85,110
-20,444
-19% -$692K ﹤0.01% 1669
2018
Q4 		$3.26M Buy
+105,554
New +$3.53M ﹤0.01% 1626

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

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

Principal Financial Group sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2022, closing a stake of 3,840 shares — an estimated $224K sold.

Principal Financial Group first reported a position in SPTM in Q4 2018 and held it in 13 quarters. The position peaked at $3.26M in Q4 2018. 464 funds tracked by Wall St. Rank hold SPTM as of Q1 2022.

  • Principal Financial Group reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • Principal Financial Group sold 3,840 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2022, an estimated $224K.
  • Principal Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and held it in 13 quarters.
  • Principal Financial Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.26M in Q4 2018.
  • 464 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2022.

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