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Savvy Advisors Inc’s Simon Property Group SPG Stock Holding History

Savvy Advisors Inc’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
Q2 		$1.02M Buy
4,558
+19
+0.4% +$3.91K 0.02% 527
2026
Q1 		$847K Buy
4,539
+1,721
+61% +$328K 0.02% 480
2025
Q4 		$522K Buy
2,818
+1,359
+93% +$247K 0.02% 555
2025
Q3 		$274K Buy
+1,459
New +$252K 0.01% 655

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Savvy Advisors Inc's SPG Position: Q2 2026 in Review

Savvy Advisors Inc increased its Simon Property Group (SPG) stake by 0.42% in Q2 2026, buying an estimated $3.91K and bringing the position to 4,558 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #527.

Savvy Advisors Inc first reported a position in SPG in Q3 2025 and has held it in 4 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Savvy Advisors Inc held 4,558 shares of Simon Property Group worth $1.02M as of Q2 2026.
  • Savvy Advisors Inc bought 19 Simon Property Group shares in Q2 2026, an estimated $3.91K.
  • Simon Property Group made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #527 holding.
  • Savvy Advisors Inc first reported a position in Simon Property Group in Q3 2025 and has held it in 4 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.