SPWM
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Spartan Planning & Wealth Management’s Simon Property Group SPG Stock Holding History

Spartan Planning & Wealth Management’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
2023
Q4 		$59.9K Buy
420
+417
+13,900% +$50.4K 0.06% 130
2023
Q3 		$324 Buy
+3
New +$351 ﹤0.01% 132
2022
Q4 		$20.1K Buy
+171
New +$19K 0.03% 115
2022
Q2 		– Sell
-78
Closed -$10K – 146
2022
Q1 		$10K Buy
+78
New +$11.1K 0.01% 112

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spartan Planning & Wealth Management's SPG Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its Simon Property Group (SPG) stake by 13,900% in Q4 2023, buying an estimated $50.4K and bringing the position to 420 shares worth $59.9K. The position accounts for 0.06% of the portfolio, ranked #130.

Spartan Planning & Wealth Management first reported a position in SPG in Q1 2022 and has held it in 4 quarters since. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

  • Spartan Planning & Wealth Management held 420 shares of Simon Property Group worth $59.9K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 417 Simon Property Group shares in Q4 2023, an estimated $50.4K.
  • Simon Property Group made up 0.06% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #130 holding.
  • Spartan Planning & Wealth Management first reported a position in Simon Property Group in Q1 2022 and has held it in 4 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.