Principal Financial Group
SPYM

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

Principal Financial Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.8M Sell
509,443
-78,515
-13% -$6.7M 0.02% 568
2026
Q1 		$45M Sell
587,958
-7,662
-1% -$613K 0.02% 519
2025
Q4 		$47.8M Sell
595,620
-4,478
-0.7% -$356K 0.02% 483
2025
Q3 		$47M Sell
600,098
-75,132
-11% -$5.67M 0.02% 486
2025
Q2 		$49.1M Buy
675,230
+205,254
+44% +$13.8M 0.03% 460
2025
Q1 		$30.9M Buy
469,976
+16,807
+4% +$1.16M 0.02% 604
2024
Q4 		$31.2M Buy
453,169
+70,841
+19% +$4.91M 0.02% 627
2024
Q3 		$25.8M Buy
382,328
+12,336
+3% +$802K 0.01% 709
2024
Q2 		$23.7M Buy
369,992
+12,197
+3% +$751K 0.01% 756
2024
Q1 		$22M Buy
357,795
+4,646
+1% +$272K 0.01% 864
2023
Q4 		$19.7M Buy
353,149
+8,859
+3% +$464K 0.01% 879
2023
Q3 		$17.3M Buy
344,290
+55,827
+19% +$2.92M 0.01% 898
2023
Q2 		$15M Buy
288,463
+35,647
+14% +$1.76M 0.01% 1023
2023
Q1 		$12.2M Buy
252,816
+50,970
+25% +$2.39M 0.01% 1154
2022
Q4 		$9.08M Buy
201,846
+82,101
+69% +$3.71M 0.01% 1296
2022
Q3 		$5.03M Buy
119,745
+81,888
+216% +$3.82M ﹤0.01% 1490
2022
Q2 		$1.68M Buy
+37,857
New +$1.82M ﹤0.01% 1838

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Principal Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, selling an estimated $6.7M and leaving 509,443 shares worth $44.8M. The position accounts for 0.02% of the portfolio, ranked #568.

Principal Financial Group first reported a position in SPYM in Q2 2022 and has held it in 17 quarters since. The position peaked at $49.1M in Q2 2025. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Principal Financial Group held 509,443 shares of State Street SPDR Portfolio S&P 500 ETF worth $44.8M as of Q2 2026.
  • Principal Financial Group sold 78,515 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.7M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #568 holding.
  • Principal Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • Principal Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $49.1M in Q2 2025.
  • 1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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