Victoria Spartz (R-IN-5), a current Republican member of the House, has disclosed 25 trades since 2021: 21 purchases worth about $1.46M and 4 sales worth about $3.73M, in 3 stocks. Most traded: SPG, LUV, ALK. As a portfolio, their stock holdings and trades returned +87.9% from May 2021, against +83.3% for the S&P 500. Trades took a median 19 days to be disclosed; 1 came late.
Victoria Spartz’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2021: +87.9%, against +83.3% for SPY; the largest fall on the way was -48.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Victoria Spartz | Nov 2025 | +25.5% | +10.1% | +15.4% | – | -16.5% | 1.29 | 0.18 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Victoria Spartz | Nov 2023 | +89.4% | +72.6% | +16.8% | +23.8% | -25.2% | 1.06 | 0.72 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Victoria Spartz | Nov 2021 | +33.8% | +61.1% | -27.3% | +6.0% | -48.8% | 0.36 | 0.89 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Victoria Spartz | Jan 2026 | +20.5% | +10.1% | +10.4% | – | -16.5% | 1.22 | 0.20 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Victoria Spartz | May 2021 | +87.9% | +83.3% | +4.6% | +12.2% | -48.8% | 0.57 | 0.91 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SPGSimon Property Group Inc. | Real Estate | $903.54K | 100.0% | +10.9% | 22 | 21 | 1 | $1.46M | $3.00M | +4.6% | Apr 3, 2025 |
| ALKAlaska Air Group, Inc. | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $375.00K | – | May 17, 2021 |
| LUVSouthwest Airlines Co | Industrials | Closed | – | – | 2 | 0 | 2 | $0.00 | $350.00K | – | May 18, 2021 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| SPGSimon Property Group, Inc. Common Stock | Spouse | Buy | $1K–$15K | Apr 3, 2025 | Apr 26, 2025 | 23d | +44.8% | +4.6% | |
| SPGSimon Property Group, Inc. Common Stock | Spouse | Buy | $15K–$50K | Feb 3, 2025 | Feb 10, 2025 | 7d | +27.9% | +2.1% | |
| SPGSimon Property Group, Inc. Common Stock | Spouse | Sell (Partial) | $1M–$5M | Sep 20, 2024 | Nov 4, 2024 | 45d | +33.1% | +0.8% | |
| SPGSimon Property Group, Inc. Common Stock | Spouse | Buy | $50K–$100K | Jun 28, 2024 | Jul 25, 2024 | 27d | +46.1% | +7.9% | |
| SPGSimon Property Group, Inc. Common Stock | Self | Buy | $50K–$100K | Feb 2, 2024 | Feb 15, 2024 | 13d | +60.8% | +8.6% | |
| SPGSimon Property Group, Inc. Common Stock | Dependent Child | Buy | $1K–$15K | Feb 2, 2024 | Feb 15, 2024 | 13d | +60.8% | +8.6% | |
| SPGSimon Property Group, Inc. Common Stock | Dependent Child | Buy | $1K–$15K | Feb 2, 2024 | Feb 15, 2024 | 13d | +60.8% | +8.6% | |
| SPGSimon Property Group, Inc. | Self | Buy | $15K–$50K | Aug 3, 2023 | Aug 22, 2023 | 19d | +87.3% | +19.8% | |
| SPGSimon Property Group, Inc. | Dependent Child | Buy | $1K–$15K | May 3, 2023 | May 10, 2023 | 7d | +106.1% | +21.8% | |
| SPGSimon Property Group, Inc. | Self | Buy | $15K–$50K | Apr 13, 2023 | Apr 30, 2023 | 17d | +103.6% | +21.6% | |
| SPGSimon Property Group, Inc. | Self | Buy | $15K–$50K | Jan 10, 2023 | Jan 12, 2023 | 2d | +89.8% | -2.8% | |
| SPGSimon Property Group, Inc. | Self | Buy | $15K–$50K | Nov 28, 2022 | Dec 21, 2022 | 23d | +91.6% | +1.6% | |
| SPGSimon Property Group, Inc. | Self | Buy | $15K–$50K | Sep 1, 2022 | Sep 12, 2022 | 11d | +118.8% | +29.1% | |
| SPGSimon Property Group, Inc. | Self | Buy | $15K–$50K | May 14, 2022 | May 16, 2022 | 2d | +89.9% | +2.7% | |
| SPGSimon Property Group, Inc. | Dependent Child | Buy | $1K–$15K | Jan 19, 2022 | Feb 8, 2022 | 20d | +49.2% | -17.3% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Victoria Spartz (R-IN-5), a current Republican member of the House, has disclosed 25 trades since 2021: 21 purchases worth about $1.46M and 4 sales worth about $3.73M, in 3 stocks. Most traded: SPG, LUV, ALK. As a portfolio, their stock holdings and trades returned +87.9% from May 2021, against +83.3% for the S&P 500. Trades took a median 19 days to be disclosed; 1 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Victoria Spartz still holds 1 stock; the largest are SPG (about $903.54K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +87.9% from May 2021 to November 2026, against +83.3% for the S&P 500, with a largest fall of -48.8%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 19 days to be disclosed. 1 of 25 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.