Principal Financial Group
SPY icon

Principal Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Principal Financial Group’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40M Sell
61,574
-29
-0% -$19.7K 0.02% 552
2025
Q4 		$42M Sell
61,603
-1,164
-2% -$787K 0.02% 519
2025
Q3 		$41.8M Sell
62,767
-1,989
-3% -$1.28M 0.02% 522
2025
Q2 		$40M Sell
64,756
-1,927
-3% -$1.1M 0.02% 526
2025
Q1 		$37.3M Buy
66,683
+1,940
+3% +$1.14M 0.02% 526
2024
Q4 		$37.9M Sell
64,743
-5,892
-8% -$3.47M 0.02% 556
2024
Q3 		$40.5M Buy
70,635
+1,312
+2% +$725K 0.02% 536
2024
Q2 		$37.7M Sell
69,323
-821
-1% -$430K 0.02% 556
2024
Q1 		$36.7M Sell
70,144
-690
-1% -$344K 0.02% 595
2023
Q4 		$33.7M Buy
70,834
+2,458
+4% +$1.09M 0.02% 588
2023
Q3 		$29.2M Buy
68,376
+3,708
+6% +$1.65M 0.02% 600
2023
Q2 		$28.7M Buy
64,668
+1,186
+2% +$498K 0.02% 642
2023
Q1 		$26M Buy
63,482
+9,534
+18% +$3.8M 0.02% 691
2022
Q4 		$20.6M Buy
53,948
+6,756
+14% +$2.6M 0.02% 812
2022
Q3 		$16.9M Buy
47,192
+2,256
+5% +$896K 0.01% 885
2022
Q2 		$17M Buy
44,936
+4,131
+10% +$1.69M 0.01% 952
2022
Q1 		$18.4M Buy
+40,805
New +$18.2M 0.01% 974
2021
Q4 		– Sell
-543
Closed -$233K – 2622
2021
Q3 		$233K Sell
543
-273
-33% -$120K ﹤0.01% 2389
2021
Q2 		$349K Buy
816
+26
+3% +$10.9K ﹤0.01% 2309
2021
Q1 		$313K Buy
+790
New +$305K ﹤0.01% 2266
2015
Q2 		– Sell
-1,000
Closed -$206K – 2209
2015
Q1 		$206K Sell
1,000
-500
-33% -$103K ﹤0.01% 2019
2014
Q4 		$308K Buy
+1,500
New +$302K ﹤0.01% 1922
2014
Q2 		– Sell
-4,410
Closed -$825K – 2298
2014
Q1 		$825K Buy
4,410
+426
+11% +$78.2K ﹤0.01% 1796
2013
Q4 		$736K Sell
3,984
-816
-17% -$144K ﹤0.01% 1819
2013
Q3 		$807K Sell
4,800
-8,400
-64% -$1.41M ﹤0.01% 1776
2013
Q2 		$2.11M Buy
+13,200
New +$2.13M ﹤0.01% 1590

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Financial Group's SPY Position: Q1 2026 in Review

Principal Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.05% in Q1 2026, selling an estimated $19.7K and leaving 61,574 shares worth $40M. The position accounts for 0.02% of the portfolio, ranked #552.

Principal Financial Group first reported a position in SPY in Q2 2013 and has held it in 26 quarters since. The position peaked at $42M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Principal Financial Group held 61,574 shares of State Street SPDR S&P 500 ETF Trust worth $40M as of Q1 2026.
  • Principal Financial Group sold 29 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $19.7K.
  • State Street SPDR S&P 500 ETF Trust made up 0.02% of Principal Financial Group's portfolio in Q1 2026, its #552 holding.
  • Principal Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 26 quarters since.
  • Principal Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $42M in Q4 2025.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.