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 Q2	$43.5M	Sell	58,258 -3,316	-5%	-$2.4M	0.02%	576
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Financial Group's SPY Position: Q2 2026 in Review

Principal Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.4% in Q2 2026, selling an estimated $2.4M and leaving 58,258 shares worth $43.5M. The position accounts for 0.02% of the portfolio, ranked #576.

Principal Financial Group first reported a position in SPY in Q2 2013 and has held it in 27 quarters since. 4,663 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Principal Financial Group held 58,258 shares of State Street SPDR S&P 500 ETF Trust worth $43.5M as of Q2 2026.
Principal Financial Group sold 3,316 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.4M.
State Street SPDR S&P 500 ETF Trust made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #576 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 27 quarters since.
4,663 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.