Principal Securities’s S&P Global SPGI Stock Holding History

Principal Securities’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.25M	Buy
2025 Q2	$2.03M	Buy
2025 Q1	$1.8M	Hold
2024 Q4	$1.8M	Buy
2024 Q3	$1.36M	Buy
2024 Q2	$1.07M	Sell
2024 Q1	$1.27M	Sell
2023 Q4	$1.69M	Buy