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 Q2	$30.4M	Buy	40,728 +12,433	+44%	+$9.01M	0.37%	49
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Securities's SPY Position: Q2 2026 in Review

Principal Securities increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 44% in Q2 2026, buying an estimated $9.01M and bringing the position to 40,728 shares worth $30.4M. The position accounts for 0.37% of the portfolio, ranked #49.

Principal Securities first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,650 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Principal Securities held 40,728 shares of State Street SPDR S&P 500 ETF Trust worth $30.4M as of Q2 2026.
Principal Securities bought 12,433 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $9.01M.
State Street SPDR S&P 500 ETF Trust made up 0.37% of Principal Securities's portfolio in Q2 2026, its #49 holding.
Principal Securities first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
4,650 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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