Principal Securities’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Principal Securities’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 Q1	$18.4M	Buy	28,295 +4,152	+17%	+$2.82M	0.27%	67
2025 Q4	$16.5M	Buy	24,143 +3,926	+19%	+$2.65M	0.25%	72
2025 Q3	$13.5M	Buy	20,217 +345	+2%	+$221K	0.22%	83
2025 Q2	$12.3M	Buy	19,872 +2,105	+12%	+$1.2M	0.23%	82
2025 Q1	$10.4M	Hold	17,767	–	–	0.23%	83
2024 Q4	$10.4M	Sell	17,767 -378	-2%	-$223K	0.23%	81
2024 Q3	$10.4M	Sell	18,145 -705	-4%	-$390K	0.25%	80
2024 Q2	$10.3M	Buy	18,850 +1,074	+6%	+$562K	0.28%	67
2024 Q1	$9.3M	Buy	17,776 +358	+2%	+$178K	0.29%	70
2023 Q4	$8.28M	Buy	+17,418	New	+$7.76M	0.31%	67

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Securities's SPY Position: Q1 2026 in Review

Principal Securities increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q1 2026, buying an estimated $2.82M and bringing the position to 28,295 shares worth $18.4M. The position accounts for 0.27% of the portfolio, ranked #67.

Principal Securities first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Principal Securities held 28,295 shares of State Street SPDR S&P 500 ETF Trust worth $18.4M as of Q1 2026.
Principal Securities bought 4,152 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.82M.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Principal Securities's portfolio in Q1 2026, its #67 holding.
Principal Securities first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.