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

Principal Financial Group Inc

$1.66 Trillion
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

372

Shares Held

27.5M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$510 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$112 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$93.7 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$55.5 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$46.7 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

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