Victory Financial Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Victory Financial Group’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$220K	Buy	2,781 +3	+0.1%	+$248	0.03%	322
2025 Q4	$229K	Sell	2,778 -102	-4%	-$8.34K	0.03%	282
2025 Q3	$232K	Sell	2,880 -73	-2%	-$5.67K	0.03%	227
2025 Q2	$221K	Sell	2,953 -792	-21%	-$55K	0.04%	208
2025 Q1	$255K	Buy	3,745 +18	+0.5%	+$1.29K	0.05%	143
2024 Q4	$266K	Buy	+3,727	New	+$268K	0.07%	111
2024 Q2	$294K	Sell	4,427 -200	-4%	-$12.8K	0.14%	59
2024 Q1	$297K	Buy	+4,627	New	+$282K	0.18%	43

Other funds holding SPTM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return