13FBOX
SPIRIT OF AMERICA MANAGEMENT CORP/NY · 13F Holdings
Options Calculator Rankings

SPIRIT OF AMERICA MANAGEMENT CORP/NY

No.2831 Data as of 2026Q2
Latest AUM (Q2 2026)
$979.1M
QoQ Change Q1 2026
+$472.5M+93.3%
Holdings
308
New Buys
11
Adds
108
Reduces
54
Exits
9
Unchanged
135
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVOO
9.71%0.04%$95.1M138,463$191,739304+138,159+45,447.04%Add
VVANGUARD SPECIALIZED FUNDSVIG
9.14%0.09%$89.5M378,100$443,9091,988+376,112+18,919.11%Add
AAMERICAN FUNDS WASHINGTON MUTUAL F2WMFFX
6.01%0.1%$58.8M880,616$486,4667,382+873,234+11,829.23%Add
IISHARES TRIWL
4.95%0.06%$48.4M261,905$294,2561,735+260,170+14,995.39%Add
NVIDIA CORPORATIONNVDA
3.23%5.58%$31.6M158,020$28.3M162,120-4,100-2.53%Reduce
IINVESCO QQQ TRVOO
3.16%0.01%$31.0M42,060$43,21770+41,990+59,985.71%Add
IISHARES 7-10YRIEF
2.86%0.07%$28.0M296,006$355,1193,719+292,287+7,859.29%Add
AAMERICAN FUNDS AMERICAN BALANCED F2AMBFX
1.68%0.1%$16.5M401,774$495,42912,872+388,902+3,021.30%Add
ALPHABET INCGOOGL
1.57%2.51%$15.4M43,100$12.7M44,300-1,200-2.71%Reduce
IISHARES TRMTUM
1.56%0.01%$15.3M44,622$44,962169+44,453+26,303.55%Add
IISHARES COREIJH
1.37%0.05%$13.4M173,366$232,6793,268+170,098+5,204.96%Add
CATERPILLAR INCCAT
1.22%1.56%$11.9M11,190$7.9M11,19000.00%Unchanged
VVANGUARD HEALTHVHT
1.19%0.01%$11.7M39,109$40,004145+38,964+26,871.72%Add
VALERO ENERGY CORP COMVLO
1.1%2.24%$10.8M41,284$11.3M45,834-4,550-9.93%Reduce
WILLIAMS COS INCWMB
1.05%2.1%$10.3M138,332$10.6M146,132-7,800-5.34%Reduce
APPLE INCAAPL
1.05%1.79%$10.3M35,482$9.1M35,682-200-0.56%Reduce
WELLTOWER INC COMWELL
0.97%1.62%$9.5M41,725$8.2M41,425+300+0.72%Add
IISHARES CORE 1-5 YEAR USD BOND ETFISTB
0.96%0.04%$9.4M195,083$221,0234,560+190,523+4,178.14%Add
MARATHON PETE CORPMPC
0.94%1.92%$9.2M36,175$9.7M39,875-3,700-9.28%Reduce
TARGA RES CORPTRGP
0.93%1.77%$9.1M34,033$9.0M35,733-1,700-4.76%Reduce
AMAZON COM INCAMZN
0.89%1.48%$8.7M36,550$7.5M35,950+600+1.67%Add
APPLIED MATLS INCAMAT
0.88%0.8%$8.6M11,920$4.1M11,92000.00%Unchanged
GE VERNOVA INCGEV
0.84%1.11%$8.3M7,030$5.6M6,450+580+8.99%Add
FFIRST TR EXCHANGE-TRADED ALPFTC
0.83%0.01%$8.1M42,056$43,686263+41,793+15,890.87%Add
PHILLIPS 66PSX
0.78%1.74%$7.7M45,436$8.8M48,486-3,050-6.29%Reduce
JPMORGAN CHASE & COJPM
0.77%1.34%$7.6M23,092$6.8M23,09200.00%Unchanged
KINDER MORGAN INC DEL COMKMI
0.74%1.58%$7.3M227,994$8.0M237,994-10,000-4.20%Reduce
CHENIERE ENERGY INCLNG
0.74%1.69%$7.3M30,450$8.6M30,250+200+0.66%Add
MICROSOFT CORPMSFT
0.74%1.41%$7.2M19,299$7.1M19,29900.00%Unchanged
EXXON MOBIL CORPXOM
0.73%1.84%$7.2M52,447$9.3M54,847-2,400-4.38%Reduce
VVANGUARD BD INDEX FDSBLV
0.71%0.03%$7.0M100,885$132,5721,918+98,967+5,159.91%Add
CHEVRON CORPORATIONCVX
0.69%1.72%$6.8M40,788$8.7M42,088-1,300-3.09%Reduce
ENBRIDGE INCENB
0.66%1.33%$6.5M119,777$6.7M124,027-4,250-3.43%Reduce
SSELECT SECTOR SPDR TRXLU
0.66%0.03%$6.5M142,951$174,1023,753+139,198+3,708.98%Add
VISTRA CORPVST
0.57%1.03%$5.6M35,200$5.2M34,800+400+1.15%Add
NNEXTERA ENERGY INCNEE
0.56%1.13%$5.5M62,225$5.7M61,525+700+1.14%Add
CONSTELLATION ENERGY CORPCEG
0.55%1.19%$5.4M21,850$6.0M21,650+200+0.92%Add
ADVANCED MICRO DEVICES INCAMD
0.55%0.37%$5.4M9,300$1.9M9,100+200+2.20%Add
EQUINIX INCEQIX
0.55%1%$5.4M5,160$5.1M5,16000.00%Unchanged
TTALEN ENERGY CORPTLN
0.51%0.81%$5.0M13,050$4.1M12,850+200+1.56%Add
IRON MTN INC DEL COMIRM
0.5%0.78%$4.9M38,650$3.9M38,450+200+0.52%Add
VERTIV HOLDINGS COVRT
0.49%0.7%$4.8M14,200$3.6M14,20000.00%Unchanged
IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB
0.48%0.03%$4.7M104,547$135,7952,999+101,548+3,386.06%Add
ORACLE CORPORCL
0.47%0.9%$4.6M31,225$4.6M31,025+200+0.64%Add
CROWDSTRIKE HLDGS INCCRWD
0.46%0.43%$4.5M5,850$2.2M5,625+225+4.00%Add
ENTERPRISE PRODS PARTNERS LEPD
0.46%1.01%$4.5M121,386$5.1M134,886-13,500-10.01%Reduce
EENERGY TRANSFER L PET
0.45%0.97%$4.4M229,200$4.9M255,200-26,000-10.19%Reduce
ONEOK INC NEWOKE
0.44%0.89%$4.3M49,472$4.5M50,072-600-1.20%Reduce
COSTCO WHOLESALE CORPORATIONCOST
0.43%0.92%$4.2M4,481$4.7M4,681-200-4.27%Reduce
ABBVIE INCABBV
0.42%0.79%$4.1M16,350$4.0M18,500-2,150-11.62%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow