Meeder Advisory Services’s Simon Property Group SPG Stock Holding History

Meeder Advisory Services’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	$1.87M	Buy	10,017 +460	+5%	+$87.7K	0.08%	184
2025 Q4	$1.77M	Sell	9,557 -396	-4%	-$71.9K	0.08%	179
2025 Q3	$1.87M	Buy	9,953 +579	+6%	+$100K	0.09%	166
2025 Q2	$1.51M	Sell	9,374 -321	-3%	-$50.7K	0.08%	180
2025 Q1	$1.61M	Sell	9,695 -461	-5%	-$80.6K	0.1%	168
2024 Q4	$1.75M	Sell	10,156 -22	-0.2%	-$3.86K	0.11%	141
2024 Q3	$1.72M	Sell	10,178 -149	-1%	-$23.6K	0.11%	153
2024 Q2	$1.57M	Buy	10,327 +2,952	+40%	+$435K	0.11%	153
2024 Q1	$1.15M	Buy	7,375 +398	+6%	+$58.4K	0.12%	152
2023 Q4	$995K	Buy	6,977 +482	+7%	+$58.3K	0.11%	157
2023 Q3	$702K	Sell	6,495 -1,089	-14%	-$128K	0.09%	196
2023 Q2	$876K	Sell	7,584 -843	-10%	-$91.8K	0.09%	184
2023 Q1	$944K	Sell	8,427 -752	-8%	-$89.8K	0.11%	161
2022 Q4	$1.08M	Buy	+9,179	New	+$1.02M	0.14%	144

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meeder Advisory Services's SPG Position: Q1 2026 in Review

Meeder Advisory Services increased its Simon Property Group (SPG) stake by 4.8% in Q1 2026, buying an estimated $87.7K and bringing the position to 10,017 shares worth $1.87M. The position accounts for 0.08% of the portfolio, ranked #184.

Meeder Advisory Services first reported a position in SPG in Q4 2022 and has held it in 14 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Meeder Advisory Services held 10,017 shares of Simon Property Group worth $1.87M as of Q1 2026.
Meeder Advisory Services bought 460 Simon Property Group shares in Q1 2026, an estimated $87.7K.
Simon Property Group made up 0.08% of Meeder Advisory Services's portfolio in Q1 2026, its #184 holding.
Meeder Advisory Services first reported a position in Simon Property Group in Q4 2022 and has held it in 14 quarters since.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.