GSWM
SPG icon

Golden State Wealth Management’s Simon Property Group SPG Stock Holding History

Golden State Wealth Management’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64.7K Buy
347
+194
+127% +$37K 0.01% 617
2025
Q4 		$28.5K Hold
153
– – ﹤0.01% 836
2025
Q3 		$28.7K Sell
153
-110
-42% -$19K ﹤0.01% 825
2025
Q2 		$42.3K Hold
263
– – 0.01% 685
2025
Q1 		$43.7K Hold
263
– – 0.01% 618
2024
Q4 		$45.3K Buy
+263
New +$46.2K 0.01% 599
2020
Q3 		– Hold
0
– – – 462
2020
Q2 		– Sell
-142
Closed -$8.91K – 789
2020
Q1 		$8K Buy
+142
New +$17K ﹤0.01% 662
2019
Q4 		– Sell
-169
Closed -$26K – 794
2019
Q3 		$26K Buy
169
+1
+0.6% +$156 0.01% 568
2019
Q2 		$26K Hold
168
– – 0.01% 571
2019
Q1 		$31K Buy
+168
New +$29.9K 0.01% 540

Other funds holding SPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return