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Spire Wealth Management’s Simon Property Group SPG Stock Holding History

Spire 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
2026
Q2 		$1.83M Buy
8,188
+4,494
+122% +$925K 0.06% 288
2026
Q1 		$689K Sell
3,694
-3,125
-46% -$596K 0.02% 462
2025
Q4 		$1.26M Buy
6,819
+3,735
+121% +$679K 0.04% 348
2025
Q3 		$579K Sell
3,084
-2,930
-49% -$506K 0.02% 496
2025
Q2 		$948K Buy
6,014
+3,957
+192% +$625K 0.03% 374
2025
Q1 		$342K Sell
2,057
-1,408
-41% -$246K 0.01% 682
2024
Q4 		$597K Buy
+3,465
New +$608K 0.02% 510
2022
Q2 		– Sell
-3,250
Closed -$428K – 2820
2022
Q1 		$428K Sell
3,250
-193
-6% -$27.5K 0.01% 623
2021
Q4 		$550K Buy
3,443
+1,380
+67% +$211K 0.01% 666
2021
Q3 		$268K Buy
2,063
+271
+15% +$35.3K 0.01% 802
2021
Q2 		$234K Sell
1,792
-830
-32% -$103K 0.01% 880
2021
Q1 		$298K Buy
+2,622
New +$274K 0.01% 871

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 $3.37T AUM 44.26% 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

Spire Wealth Management's SPG Position: Q2 2026 in Review

Spire Wealth Management increased its Simon Property Group (SPG) stake by 122% in Q2 2026, buying an estimated $925K and bringing the position to 8,188 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #288.

Spire Wealth Management first reported a position in SPG in Q1 2021 and has held it in 12 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Spire Wealth Management held 8,188 shares of Simon Property Group worth $1.83M as of Q2 2026.
  • Spire Wealth Management bought 4,494 Simon Property Group shares in Q2 2026, an estimated $925K.
  • Simon Property Group made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Spire Wealth Management first reported a position in Simon Property Group in Q1 2021 and has held it in 12 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.