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 (SPTM). 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 | UNCHANGED | 198 | — | 0% | 0.00% | $16K | $80.17 |
| 2025 Q2 | REDUCED | 198 | -32 | -13.9% | 0.00% | $15K | $74.23 |
| 2025 Q1 | UNCHANGED | 230 | — | 0% | 0.00% | $16K | $67.19 |
| 2024 Q4 | REDUCED | 230 | -32 | -12.2% | 0.00% | $16K | $70.34 |
| 2024 Q3 | REDUCED | 262 | -564 | -68.3% | 0.00% | $18K | $68.76 |
| 2024 Q2 | ADDED | 826 | +596 | +259.1% | 0.00% | $55K | $64.91 |
| 2024 Q1 | UNCHANGED | 230 | — | 0% | 0.00% | $15K | $62.53 |
| 2023 Q4 | INITIATED | 230 | — | — | 0.00% | $13K | — |
As of 2025 Q4 — sorted by position size