Principal Financial Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Principal Financial Group’s Portfolio SPYD Stock Details SPYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-7,459	Closed	-$292K	–	2623
2021 Q3	$292K	Buy	7,459 +209	+3%	+$8.31K	﹤0.01%	2314
2021 Q2	$291K	Buy	7,250 +397	+6%	+$16.1K	﹤0.01%	2367
2021 Q1	$264K	Hold	6,853	–	–	﹤0.01%	2309
2020 Q4	$226K	Buy	+6,853	New	+$212K	﹤0.01%	2292
2020 Q2	–	Sell	-9,296	Closed	-$229K	–	2362
2020 Q1	$229K	Buy	9,296 +3,440	+59%	+$120K	﹤0.01%	2037
2019 Q4	$231K	Buy	5,856 +30	+0.5%	+$1.16K	﹤0.01%	2107
2019 Q3	$221K	Buy	5,826 +148	+3%	+$5.54K	﹤0.01%	2118
2019 Q2	$216K	Buy	+5,678	New	+$215K	﹤0.01%	2133

Other funds holding SPYD

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Financial Group's SPYD Position: Q4 2021 in Review

Principal Financial Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2021, closing a stake of 7,459 shares — an estimated $292K sold.

Principal Financial Group first reported a position in SPYD in Q2 2019 and held it in 8 quarters. The position peaked at $292K in Q3 2021. 331 funds tracked by Wall St. Rank hold SPYD as of Q4 2021.

Principal Financial Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2021 after selling out during the quarter.
Principal Financial Group sold 7,459 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2021, an estimated $292K.
Principal Financial Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2019 and held it in 8 quarters.
Principal Financial Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $292K in Q3 2021.
331 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.