Principal Financial Group
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Principal Financial Group’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Principal Financial Group’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-14,882
Closed -$456K – 2646
2021
Q1 		$456K Buy
14,882
+744
+5% +$22.8K ﹤0.01% 2175
2020
Q4 		$434K Buy
14,138
+1,128
+9% +$34.6K ﹤0.01% 2145
2020
Q3 		$399K Buy
13,010
+46
+0.4% +$1.41K ﹤0.01% 2061
2020
Q2 		$398K Buy
12,964
+1,109
+9% +$34K ﹤0.01% 2018
2020
Q1 		$364K Sell
11,855
-2,181
-16% -$66K ﹤0.01% 1923
2019
Q4 		$421K Buy
14,036
+447
+3% +$13.4K ﹤0.01% 1982
2019
Q3 		$408K Sell
13,589
-259
-2% -$7.77K ﹤0.01% 1990
2019
Q2 		$415K Sell
13,848
-4,338
-24% -$129K ﹤0.01% 2005
2019
Q1 		$541K Sell
18,186
-272
-1% -$8.06K ﹤0.01% 1919
2018
Q4 		$546K Buy
+18,458
New +$543K ﹤0.01% 1898

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
MCM
Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
MKA
M. Kulyk & Associates Decatur, Georgia $613M AUM 22.75% 1-Year Est. Return

Principal Financial Group's SPTS Position: Q2 2021 in Review

Principal Financial Group sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2021, closing a stake of 14,882 shares — an estimated $456K sold.

Principal Financial Group first reported a position in SPTS in Q4 2018 and held it in 10 quarters. The position peaked at $546K in Q4 2018. 238 funds tracked by Wall St. Rank hold SPTS as of Q2 2021.

  • Principal Financial Group reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Principal Financial Group sold 14,882 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2021, an estimated $456K.
  • Principal Financial Group first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2018 and held it in 10 quarters.
  • Principal Financial Group's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $546K in Q4 2018.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2021.

Based on Principal Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.