Principal Financial Group Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Principal Financial Group Inc

$172 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$31.42 - $36.91 $218,431 - $256,598	-6,952 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$35.28 - $37.98 $371,145 - $399,549	-10,520 Reduced 60.21%	6,952 $254,000
Q3 2021 Nov 09, 2021	SELL	$35.68 - $38.17 $157,241 - $168,215	-4,407 Reduced 20.14%	17,472 $633,000
Q2 2021 Aug 10, 2021	SELL	$35.87 - $38.34 $537,368 - $574,371	-14,981 Reduced 40.64%	21,879 $0
Q1 2021 May 10, 2021	BUY	$33.6 - $35.9 $107,284 - $114,628	3,193 Added 9.48%	36,860 $1.3 Million
Q4 2020 Feb 08, 2021	BUY	$28.3 - $34.03 $25,894 - $31,137	915 Added 2.79%	33,667 $1.14 Million
Q3 2020 Nov 06, 2020	SELL	$27.73 - $30.19 $39,154 - $42,628	-1,412 Reduced 4.13%	32,752 $0
Q2 2020 Aug 05, 2020	SELL	$22.87 - $29.3 $450,470 - $577,122	-19,697 Reduced 36.57%	34,164 $944,000
Q1 2020 May 12, 2020	BUY	$20.71 - $31.78 $14,745 - $22,627	712 Added 1.34%	53,861 $1.29 Million
Q4 2019 Feb 05, 2020	SELL	$28.52 - $31.66 $151,669 - $168,367	-5,318 Reduced 9.1%	53,149 $1.67 Million
Q3 2019 Nov 13, 2019	BUY	$29.1 - $29.66 $136,508 - $139,135	4,691 Added 8.72%	58,467 $1.72 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-33,067 Reduced 38.08%	53,776 $1.59 Million
Q1 2019 May 10, 2019	SELL	N/A	-18,111 Reduced 17.26%	86,843 $2.54 Million
Q4 2018 Feb 14, 2019	BUY	N/A	104,954 New	104,954 $2.78 Million

Others Institutions Holding SPDW

# of Institutions

953

Shares Held

487M

Call Options Held

500

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

61.9M
Shares

$2.18 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.88 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.05 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$962 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$620 Million
16.39% of portfolio

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