Principal Financial Group Inc Spdr S&P 600 Small Cap Value E 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	$65.44 - $87.88 $18,519 - $24,870	-283 Reduced 4.14%	6,545 $537,000
Q4 2020 Feb 08, 2021	SELL	$50.84 - $66.37 $27,453 - $35,839	-540 Reduced 7.33%	6,828 $452,000
Q3 2020 Nov 06, 2020	SELL	$46.51 - $54.78 $29,161 - $34,347	-627 Reduced 7.84%	7,368 $0
Q2 2020 Aug 05, 2020	SELL	$37.01 - $56.66 $31,162 - $47,707	-842 Reduced 9.53%	7,995 $393,000
Q1 2020 May 12, 2020	BUY	$35.74 - $66.24 $56,147 - $104,063	1,571 Added 21.62%	8,837 $361,000
Q4 2019 Feb 05, 2020	BUY	$58.81 - $66.14 $4,763 - $5,357	81 Added 1.13%	7,266 $477,000
Q3 2019 Nov 13, 2019	BUY	$60.53 - $63.24 $42,855 - $44,773	708 Added 10.93%	7,185 $440,000
Q2 2019 Aug 12, 2019	SELL	N/A	-13,823 Reduced 68.09%	6,477 $393,000
Q1 2019 May 10, 2019	SELL	N/A	-7,272 Reduced 26.37%	20,300 $1.22 Million
Q4 2018 Feb 14, 2019	BUY	N/A	27,572 New	27,572 $1.48 Million

Others Institutions Holding SLYV

# of Institutions

591

Shares Held

31.3M

Call Options Held

4K

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$237 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$133 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$121 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$81.5 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$80.7 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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