SVB Wealth’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $378K | Sell |
2,027
-113
| -5% | -$21.5K | 0.02% | 292 |
|
|
2025
Q4 | $396K | Sell |
2,140
-40
| -2% | -$7.27K | 0.02% | 298 |
|
|
2025
Q3 | $409K | Sell |
2,180
-643
| -23% | -$111K | 0.02% | 316 |
|
|
2025
Q2 | $454K | Buy |
+2,823
| New | +$446K | 0.02% | 308 |
|
|
2025
Q1 | – | Sell |
-3,681
| Closed | -$634K | – | 1760 |
|
|
2024
Q4 | $634K | Buy |
+3,681
| New | +$646K | 0.01% | 387 |
|
|
2024
Q3 | – | Sell |
-4,069
| Closed | -$618K | – | 518 |
|
|
2024
Q2 | $618K | Sell |
4,069
-1,995
| -33% | -$294K | 0.02% | 391 |
|
|
2024
Q1 | $949K | Buy |
6,064
+733
| +14% | +$107K | 0.02% | 358 |
|
|
2023
Q4 | $760K | Buy |
5,331
+1,224
| +30% | +$148K | 0.02% | 388 |
|
|
2023
Q3 | $444K | Sell |
4,107
-762
| -16% | -$89.2K | 0.01% | 490 |
|
|
2023
Q2 | $562K | Sell |
4,869
-1,091
| -18% | -$119K | 0.01% | 458 |
|
|
2023
Q1 | $667K | Sell |
5,960
-1,403
| -19% | -$168K | 0.01% | 469 |
|
|
2022
Q4 | $865K | Buy |
7,363
+2,196
| +43% | +$244K | 0.01% | 434 |
|
|
2022
Q3 | $464K | Buy |
5,167
+1,576
| +44% | +$161K | 0.01% | 552 |
|
|
2022
Q2 | $341K | Sell |
3,591
-445
| -11% | -$51K | 0.01% | 529 |
|
|
2022
Q1 | $531K | Buy |
4,036
+561
| +16% | +$79.9K | 0.01% | 443 |
|
|
2021
Q4 | $555K | Sell |
3,475
-6,239
| -64% | -$952K | 0.01% | 429 |
|
|
2021
Q3 | $1.26M | Buy |
9,714
+2,502
| +35% | +$326K | 0.02% | 341 |
|
|
2021
Q2 | $941K | Buy |
7,212
+639
| +10% | +$79.4K | 0.01% | 401 |
|
|
2021
Q1 | $748K | Buy |
6,573
+3,891
| +145% | +$406K | 0.01% | 421 |
|
|
2020
Q4 | $229K | Buy |
+2,682
| New | +$205K | ﹤0.01% | 708 |
|
|
2019
Q2 | – | Sell |
-1,219
| Closed | -$222K | – | 531 |
|
|
2019
Q1 | $222K | Sell |
1,219
-3
| -0.2% | -$533 | 0.01% | 373 |
|
|
2018
Q4 | $205K | Buy |
1,222
+22
| +2% | +$3.93K | 0.01% | 380 |
|
|
2018
Q3 | $212K | Sell |
1,200
-18
| -1% | -$3.18K | 0.01% | 409 |
|
|
2018
Q2 | $207K | Buy |
+1,218
| New | +$194K | 0.01% | 417 |
|
|
2018
Q1 | – | Sell |
-1,308
| Closed | -$225K | – | 469 |
|
|
2017
Q4 | $225K | Buy |
+1,308
| New | +$212K | 0.01% | 440 |
|
|
2017
Q3 | – | Sell |
-1,261
| Closed | -$204K | – | 480 |
|
|
2017
Q2 | $204K | Buy |
1,261
+63
| +5% | +$10.3K | 0.01% | 452 |
|
|
2017
Q1 | $206K | Hold |
1,198
| – | – | 0.01% | 454 |
|
|
2016
Q4 | $213K | Buy |
1,198
+102
| +9% | +$18.9K | 0.01% | 459 |
|
|
2016
Q3 | $227K | Sell |
1,096
-7
| -0.6% | -$1.52K | 0.01% | 482 |
|
|
2016
Q2 | $239K | Buy |
1,103
+38
| +4% | +$7.75K | 0.01% | 458 |
|
|
2016
Q1 | $221K | Sell |
1,065
-65
| -6% | -$12.5K | 0.01% | 480 |
|
|
2015
Q4 | $220K | Sell |
1,130
-724
| -39% | -$140K | 0.01% | 498 |
|
|
2015
Q3 | $341K | Sell |
1,854
-578
| -24% | -$106K | 0.01% | 460 |
|
|
2015
Q2 | $421K | Buy |
2,432
+56
| +2% | +$10.3K | 0.01% | 457 |
|
|
2015
Q1 | $465K | Sell |
2,376
-5,298
| -69% | -$1.03M | 0.02% | 429 |
|
|
2014
Q4 | $1.4M | Buy |
+7,674
| New | +$1.36M | 0.05% | 275 |
|
Other funds holding SPG
VPM
VCM
