Victory Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.04M	Sell	3,143 -794	-20%	-$540K	0.25%	68
2025 Q4	$2.68M	Buy	3,937 +1,377	+54%	+$931K	0.34%	50
2025 Q3	$1.71M	Buy	2,560 +1,236	+93%	+$792K	0.23%	56
2025 Q2	$818K	Sell	1,324 -391	-23%	-$224K	0.13%	86
2025 Q1	$960K	Buy	1,715 +187	+12%	+$110K	0.18%	64
2024 Q4	$896K	Buy	+1,528	New	+$900K	0.24%	56
2024 Q2	$555K	Sell	1,019 -75	-7%	-$39.3K	0.26%	42
2024 Q1	$572K	Sell	1,094 -89	-8%	-$44.3K	0.34%	31
2023 Q4	$562K	Buy	+1,183	New	+$527K	0.38%	37

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Financial Group's SPY Position: Q1 2026 in Review

Victory Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 20% in Q1 2026, selling an estimated $540K and leaving 3,143 shares worth $2.04M. The position accounts for 0.25% of the portfolio, ranked #68.

Victory Financial Group first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.68M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Victory Financial Group held 3,143 shares of State Street SPDR S&P 500 ETF Trust worth $2.04M as of Q1 2026.
Victory Financial Group sold 794 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $540K.
State Street SPDR S&P 500 ETF Trust made up 0.25% of Victory Financial Group's portfolio in Q1 2026, its #68 holding.
Victory Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 9 quarters since.
Victory Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $2.68M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.