Principal Financial Group
SPYV icon

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

Principal Financial Group’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-11,713
Closed -$444K – 2647
2021
Q1 		$444K Buy
11,713
+803
+7% +$29K ﹤0.01% 2183
2020
Q4 		$375K Buy
10,910
+366
+3% +$11.9K ﹤0.01% 2194
2020
Q3 		$318K Sell
10,544
-867
-8% -$26.3K ﹤0.01% 2119
2020
Q2 		$331K Sell
11,411
-724
-6% -$20.6K ﹤0.01% 2067
2020
Q1 		$314K Buy
12,135
+503
+4% +$16.1K ﹤0.01% 1952
2019
Q4 		$406K Sell
11,632
-3,910
-25% -$131K ﹤0.01% 1991
2019
Q3 		$497K Buy
15,542
+173
+1% +$5.45K ﹤0.01% 1942
2019
Q2 		$481K Sell
15,369
-4,610
-23% -$142K ﹤0.01% 1966
2019
Q1 		$605K Sell
19,979
-495
-2% -$14.6K ﹤0.01% 1897
2018
Q4 		$556K Buy
+20,474
New +$602K ﹤0.01% 1892

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Principal Financial Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2021, closing a stake of 11,713 shares — an estimated $444K sold.

Principal Financial Group first reported a position in SPYV in Q4 2018 and held it in 10 quarters. The position peaked at $605K in Q1 2019. 473 funds tracked by Wall St. Rank hold SPYV as of Q2 2021.

  • Principal Financial Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Principal Financial Group sold 11,713 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2021, an estimated $444K.
  • Principal Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and held it in 10 quarters.
  • Principal Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $605K in Q1 2019.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2021.

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