Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in SPDR SER TR (SPMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 863 | +509 | +143.8% | 0.00% | $19K | $21.96 |
| 2025 Q2 | ADDED | 354 | +334 | +1670.0% | 0.00% | $8K | $21.42 |
| 2025 Q1 | UNCHANGED | 20 | — | 0% | 0.00% | $431 | $21.18 |
| 2024 Q4 | REDUCED | 20 | -4,323 | -99.5% | 0.00% | $431 | $20.57 |
| 2024 Q3 | ADDED | 4,343 | +3,981 | +1099.7% | 0.00% | $98K | $21.21 |
| 2024 Q2 | REDUCED | 362 | -77 | -17.5% | 0.00% | $8K | $20.13 |
| 2024 Q1 | REDUCED | 439 | -1,583 | -78.3% | 0.00% | $10K | $20.09 |
| 2023 Q4 | INITIATED | 2,022 | — | — | 0.00% | $45K | — |
As of 2025 Q4 — sorted by position size