Semmax Financial Advisors’s Simon Property Group SPG Stock Holding History

Semmax Financial 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
2024 Q4	–	Sell	-5	Closed	-$955	–	388
2024 Q3	$955	Hold	5	–	–	﹤0.01%	324
2024 Q2	$825	Hold	5	–	–	﹤0.01%	362
2024 Q1	$768	Hold	5	–	–	﹤0.01%	351
2023 Q4	$740	Hold	5	–	–	﹤0.01%	356
2023 Q3	$588	Buy	+5	New	+$586	﹤0.01%	327
2020 Q4	–	Sell	-39	Closed	-$3K	–	274
2020 Q3	$3K	Hold	39	–	–	﹤0.01%	195
2020 Q2	$3K	Hold	39	–	–	﹤0.01%	214
2020 Q1	$2K	Sell	39 -30	-43%	-$3.59K	﹤0.01%	232
2019 Q4	$10K	Buy	+69	New	+$10.3K	0.01%	179
2019 Q3	–	Hold	0	–	–	–	160
2019 Q2	–	Hold	0	–	–	–	148
2019 Q1	–	Hold	0	–	–	–	45
2018 Q4	–	Hold	0	–	–	–	25

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Semmax Financial Advisors's SPG Position: Q4 2024 in Review

Semmax Financial Advisors sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 5 shares — an estimated $955 sold.

Semmax Financial Advisors first reported a position in SPG in Q4 2019 and held it in 9 quarters. The position peaked at $10K in Q4 2019. 1,190 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

Semmax Financial Advisors reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
Semmax Financial Advisors sold 5 Simon Property Group shares in Q4 2024, an estimated $955.
Semmax Financial Advisors first reported a position in Simon Property Group in Q4 2019 and held it in 9 quarters.
Semmax Financial Advisors's Simon Property Group position peaked at $10K in Q4 2019.
1,190 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Semmax Financial Advisors's 13F filing for Q4 2024, filed 14 May 2025.