Cetera Investment Advisers’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.2M | Sell |
70,728
-3,172
| -4% | -$605K | 0.01% | 909 |
|
|
2025
Q4 | $13.7M | Sell |
73,900
-525
| -0.7% | -$95.4K | 0.02% | 853 |
|
|
2025
Q3 | $14M | Buy |
74,425
+17,493
| +31% | +$3.02M | 0.02% | 812 |
|
|
2025
Q2 | $9.15M | Buy |
56,932
+11,156
| +24% | +$1.76M | 0.02% | 871 |
|
|
2025
Q1 | $7.6M | Buy |
45,776
+2,669
| +6% | +$467K | 0.01% | 901 |
|
|
2024
Q4 | $7.42M | Sell |
43,107
-18,545
| -30% | -$3.25M | 0.02% | 846 |
|
|
2024
Q3 | $10.4M | Buy |
61,652
+202
| +0.3% | +$32K | 0.02% | 681 |
|
|
2024
Q2 | $9.33M | Sell |
61,450
-1,155
| -2% | -$170K | 0.02% | 700 |
|
|
2024
Q1 | $9.8M | Buy |
62,605
+37,093
| +145% | +$5.44M | 0.02% | 678 |
|
|
2023
Q4 | $3.64M | Sell |
25,512
-3,030
| -11% | -$366K | 0.03% | 559 |
|
|
2023
Q3 | $3.08M | Buy |
28,542
+227
| +0.8% | +$26.6K | 0.03% | 587 |
|
|
2023
Q2 | $3.27M | Sell |
28,315
-1,542
| -5% | -$168K | 0.03% | 572 |
|
|
2023
Q1 | $3.34M | Buy |
29,857
+610
| +2% | +$72.8K | 0.03% | 526 |
|
|
2022
Q4 | $3.44M | Buy |
29,247
+19,314
| +194% | +$2.15M | 0.03% | 500 |
|
|
2022
Q3 | $891K | Sell |
9,933
-5,808
| -37% | -$594K | 0.02% | 770 |
|
|
2022
Q2 | $1.49M | Sell |
15,741
-72
| -0.5% | -$8.25K | 0.02% | 627 |
|
|
2022
Q1 | $2.08M | Sell |
15,813
-1,847
| -10% | -$263K | 0.03% | 549 |
|
|
2021
Q4 | $2.82M | Buy |
17,660
+1,207
| +7% | +$184K | 0.04% | 445 |
|
|
2021
Q3 | $2.14M | Buy |
16,453
+2,375
| +17% | +$309K | 0.03% | 503 |
|
|
2021
Q2 | $1.84M | Buy |
14,078
+2,076
| +17% | +$258K | 0.03% | 541 |
|
|
2021
Q1 | $1.36M | Sell |
12,002
-284
| -2% | -$29.6K | 0.03% | 542 |
|
|
2020
Q4 | $1.05M | Buy |
12,286
+8,958
| +269% | +$684K | 0.02% | 643 |
|
|
2020
Q3 | $215K | Buy |
3,328
+189
| +6% | +$12.4K | 0.02% | 584 |
|
|
2020
Q2 | $215K | Buy |
+3,139
| New | +$197K | 0.02% | 563 |
|
|
2020
Q1 | – | Sell |
-2,701
| Closed | -$401K | – | 617 |
|
|
2019
Q4 | $401K | Buy |
+2,701
| New | +$405K | 0.04% | 384 |
|
|
2019
Q3 | – | Sell |
-1,351
| Closed | -$215K | – | 564 |
|
|
2019
Q2 | $215K | Buy |
+1,351
| New | +$233K | 0.03% | 471 |
|
Other funds holding SPG
VPM
VCM
