SWIG
SPG icon

Strategic Wealth Investment Group’s Simon Property Group SPG Stock Holding History

Strategic Wealth Investment Group’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
Q4 		– Sell
-1,673
Closed -$314K – 119
2025
Q3 		$314K Buy
+1,673
New +$289K 0.03% 103
2025
Q1 		– Sell
-1,687
Closed -$291K – 101
2024
Q4 		$291K Hold
1,687
– – 0.03% 115
2024
Q3 		$286K Sell
1,687
-4
-0.2% -$633 0.03% 114
2024
Q2 		$248K Buy
+1,691
New +$249K 0.03% 120
2023
Q4 		$243K Buy
+1,703
New +$206K 0.04% 116
2023
Q3 		– Sell
-1,743
Closed -$201K – 110
2023
Q2 		$201K Sell
1,743
-782
-31% -$85.2K 0.03% 120
2023
Q1 		$283K Buy
2,525
+13
+0.5% +$1.55K 0.05% 109
2022
Q4 		$307K Buy
2,512
+12
+0.5% +$1.33K 0.07% 95
2022
Q3 		$224K Buy
2,500
+14
+0.6% +$1.43K 0.06% 98
2022
Q2 		$236K Buy
2,486
+13
+0.5% +$1.49K 0.06% 119
2022
Q1 		$325K Buy
2,473
+8
+0.3% +$1.14K 0.08% 72
2021
Q4 		$394K Buy
2,465
+65
+3% +$9.92K 0.1% 64
2021
Q3 		$312K Buy
2,400
+16
+0.7% +$2.08K 0.09% 66
2021
Q2 		$311K Buy
2,384
+21
+0.9% +$2.61K 0.11% 64
2021
Q1 		$269K Buy
2,363
+10
+0.4% +$1.04K 0.13% 63
2020
Q4 		$201K Buy
+2,353
New +$180K 0.12% 75
2020
Q1 		– Sell
-2,049
Closed -$305K – 54
2019
Q4 		$305K Buy
+2,049
New +$307K 0.32% 42

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Strategic Wealth Investment Group's SPG Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 1,673 shares — an estimated $314K sold.

Strategic Wealth Investment Group first reported a position in SPG in Q4 2019 and held it in 17 quarters. The position peaked at $394K in Q4 2021. 1,290 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Strategic Wealth Investment Group reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 1,673 Simon Property Group shares in Q4 2025, an estimated $314K.
  • Strategic Wealth Investment Group first reported a position in Simon Property Group in Q4 2019 and held it in 17 quarters.
  • Strategic Wealth Investment Group's Simon Property Group position peaked at $394K in Q4 2021.
  • 1,290 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.