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 Q2	$231K	Sell	2,542 -239	-9%	-$21K	0.02%	362
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 $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

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

PFA

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Financial Group's SPTM Position: Q2 2026 in Review

Victory Financial Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 8.6% in Q2 2026, selling an estimated $21K and leaving 2,542 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #362.

Victory Financial Group first reported a position in SPTM in Q1 2024 and has held it in 9 quarters since. The position peaked at $297K in Q1 2024. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Victory Financial Group held 2,542 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $231K as of Q2 2026.
Victory Financial Group sold 239 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $21K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Victory Financial Group's portfolio in Q2 2026, its #362 holding.
Victory Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
Victory Financial Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $297K in Q1 2024.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.