Jim Simons’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Jim Simons’s Portfolio SPGP Stock Details SPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,600	Closed	-$523K	–	3726
2025 Q3	$523K	Sell	4,600 -200	-4%	-$22.2K	﹤0.01%	2769
2025 Q2	$517K	Sell	4,800 -19,800	-80%	-$1.97M	﹤0.01%	2811
2025 Q1	$2.46M	Buy	24,600 +14,200	+137%	+$1.5M	﹤0.01%	1874
2024 Q4	$1.09M	Buy	+10,400	New	+$1.12M	﹤0.01%	2451
2024 Q2	–	Sell	-31,300	Closed	-$3.33M	–	3935
2024 Q1	$3.33M	Sell	31,300 -5,200	-14%	-$517K	0.01%	1686
2023 Q4	$3.58M	Buy	+36,500	New	+$3.37M	0.01%	1560
2023 Q1	–	Sell	-13,000	Closed	-$1.07M	–	4366
2022 Q4	$1.07M	Buy	13,000 +8,900	+217%	+$733K	﹤0.01%	2489
2022 Q3	$307K	Buy	+4,100	New	+$341K	﹤0.01%	3202
2022 Q1	–	Sell	-17,000	Closed	-$1.65M	–	4439
2021 Q4	$1.65M	Buy	17,000 +12,600	+286%	+$1.17M	﹤0.01%	2287
2021 Q3	$383K	Buy	+4,400	New	+$397K	﹤0.01%	2995

Other funds holding SPGP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Jim Simons's SPGP Position: Q4 2025 in Review

Jim Simons sold out of Invesco S&P 500 GARP ETF (SPGP) in Q4 2025, closing a stake of 4,600 shares — an estimated $523K sold.

Jim Simons first reported a position in SPGP in Q3 2021 and held it in 10 quarters. The position peaked at $3.58M in Q4 2023. 322 funds tracked by Wall St. Rank hold SPGP as of Q4 2025.

Jim Simons reported no remaining Invesco S&P 500 GARP ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 4,600 Invesco S&P 500 GARP ETF shares in Q4 2025, an estimated $523K.
Jim Simons first reported a position in Invesco S&P 500 GARP ETF in Q3 2021 and held it in 10 quarters.
Jim Simons's Invesco S&P 500 GARP ETF position peaked at $3.58M in Q4 2023.
322 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.