PWA
SPG icon

Provenance Wealth Advisors’s Simon Property Group SPG Stock Holding History

Provenance Wealth Advisors’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
2025
Q2 		– Sell
-100
Closed -$16.6K – 532
2025
Q1 		$16.6K Hold
100
– – ﹤0.01% 288
2024
Q4 		$17.2K Hold
100
– – ﹤0.01% 281
2024
Q3 		$16.9K Hold
100
– – ﹤0.01% 301
2024
Q2 		$15.2K Hold
100
– – ﹤0.01% 272
2024
Q1 		$15.6K Hold
100
– – ﹤0.01% 290
2023
Q4 		$14.3K Buy
+100
New +$12.1K ﹤0.01% 284

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Provenance Wealth Advisors's SPG Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 100 shares — an estimated $16.6K sold.

Provenance Wealth Advisors first reported a position in SPG in Q4 2023 and held it in 6 quarters. The position peaked at $17.2K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 100 Simon Property Group shares in Q2 2025, an estimated $16.6K.
  • Provenance Wealth Advisors first reported a position in Simon Property Group in Q4 2023 and held it in 6 quarters.
  • Provenance Wealth Advisors's Simon Property Group position peaked at $17.2K in Q4 2024.
  • 1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.