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Simon Property shares owned by Spectrum Wealth Advisory Group

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Spectrum Wealth Advisory Group from 13F filings

Historical chart of Spectrum Wealth Advisory Group investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Spectrum Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Spectrum Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $18k 80 222.50

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Federated Hermes Etf Trust Mdt Large Cap (FLCC)
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View all positions for Spectrum Wealth Advisory Group

Top funds holding Simon Property

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Wellington Management Company
Capital World Investors
Bank of America Corporation
Cohen & Steers Capital Management
FMR
Morgan Stanley
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Simon Property