Principal Financial Group Inc Spdr S&P 400 Mid Cap Value ETF Transaction History

Principal Financial Group Inc

$172 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$54.52 - $67.74 $6,542 - $8,128	-120 Reduced 1.67%	7,074 $463,000
Q4 2020 Feb 08, 2021	SELL	$43.9 - $55.67 $4,390 - $5,567	-100 Reduced 1.37%	7,194 $399,000
Q3 2020 Nov 06, 2020	SELL	$41.0 - $46.73 $17,548 - $20,000	-428 Reduced 5.54%	7,294 $0
Q2 2020 Aug 05, 2020	SELL	$32.45 - $48.54 $37,252 - $55,723	-1,148 Reduced 12.94%	7,722 $329,000
Q1 2020 May 12, 2020	BUY	$29.7 - $55.41 $62,399 - $116,416	2,101 Added 31.04%	8,870 $313,000
Q4 2019 Feb 05, 2020	SELL	$48.98 - $55.16 $22,138 - $24,932	-452 Reduced 6.26%	6,769 $371,000
Q3 2019 Nov 13, 2019	BUY	$50.75 - $52.31 $34,053 - $35,100	671 Added 10.24%	7,221 $371,000
Q2 2019 Aug 12, 2019	BUY	N/A	57 Added 0.88%	6,550 $336,000
Q1 2019 May 10, 2019	SELL	N/A	-494 Reduced 7.07%	6,493 $327,000
Q4 2018 Feb 14, 2019	BUY	N/A	6,987 New	6,987 $310,000

Others Institutions Holding MDYV

# of Institutions

371

Shares Held

27.5M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$526 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$115 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$96.5 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$57.2 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$48.1 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Financial Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Principal Financial Group Inc with notifications on news.