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HOUSE · IN-5 · SINCE 2021

Victoria Spartz portfolio

Victoria Spartz has represented IN's 5th district in the House since 2021. Committee seats: Economic Committee. Victoria Spartz has disclosed 29 trades (23 purchases, 6 sales); the latest was on Apr 3, 2025. Over the past year the disclosed stock holdings returned +24.8%, against +11.8% for the S&P 500.

RRepublicanParty
Member of HouseRepresents IN
$52KEst. portfolio value
2 years agoLast trade
+24.8%1Y return, from filings
1M return+7.7%S&P 500 -0.3% · 1 positionOn their trade dates: +7.7%
3M return-5.7%S&P 500 +1.7% · 1 positionOn their trade dates: -5.7%
YTD return+16.8%S&P 500 +11.4% · 1 positionOn their trade dates: +16.8%
1Y return+24.8%S&P 500 +11.8% · 1 positionOn their trade dates: +24.8%
3Y return+87.7%S&P 500 +81.7% · 1 positionOn their trade dates: +89.0%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $52K across 1 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Victoria Spartz
InvestmentEst. holding valueLast transactionTotal boughtAvg. costSince filedCurrent priceTrades
SPGP Simon Property group, Inc.$52KApr 3, 2025Purchase$873K–2.1M23 purchases$130.51+69.52%$216.2924

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.