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 Q3	$233K	Sell	2,526 -16	-0.6%	-$1.47K	0.02%	390
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 $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Victory Financial Group's SPTM Position: Q3 2026 in Review

Victory Financial Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.63% in Q3 2026, selling an estimated $1.47K and leaving 2,526 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #390.

Victory Financial Group first reported a position in SPTM in Q1 2024 and has held it in 10 quarters since. The position peaked at $297K in Q1 2024. 558 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Victory Financial Group held 2,526 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $233K as of Q3 2026.
Victory Financial Group sold 16 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $1.47K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Victory Financial Group's portfolio in Q3 2026, its #390 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 10 quarters since.
Victory Financial Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $297K in Q1 2024.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Victory Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.