SOAMC
ET icon

Spirit of America Management Corp’s Energy Transfer Partners ET Stock Holding History

Spirit of America Management Corp’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.38M Sell
229,200
-26,000
-10% -$503K 0.83% 32
2026
Q1 		$4.93M Sell
255,200
-48,000
-16% -$879K 0.97% 25
2025
Q4 		$5M Sell
303,200
-87,000
-22% -$1.45M 1.06% 22
2025
Q3 		$6.7M Sell
390,200
-39,500
-9% -$692K 1.34% 18
2025
Q2 		$7.79M Sell
429,700
-132,000
-24% -$2.3M 1.62% 9
2025
Q1 		$10.4M Sell
561,700
-13,000
-2% -$253K 2.11% 8
2024
Q4 		$11.3M Sell
574,700
-61,000
-10% -$1.08M 2.28% 4
2024
Q3 		$10.2M Sell
635,700
-17,000
-3% -$274K 2.03% 10
2024
Q2 		$10.6M Sell
652,700
-49,000
-7% -$770K 2.15% 9
2024
Q1 		$11M Sell
701,700
-94,500
-12% -$1.38M 2.22% 8
2023
Q4 		$11M Buy
796,200
+27,330
+4% +$371K 2.41% 8
2023
Q3 		$10.8M Buy
768,870
+2,000
+0.3% +$26.5K 2.44% 11
2023
Q2 		$9.74M Sell
766,870
-2,000
-0.3% -$25.3K 2.19% 12
2023
Q1 		$9.59M Buy
768,870
+12,500
+2% +$158K 2.14% 12
2022
Q4 		$8.98M Buy
756,370
+10,000
+1% +$120K 2.02% 12
2022
Q3 		$8.23M Buy
746,370
+6,650
+0.9% +$74.1K 1.95% 13
2022
Q2 		$7.38M Buy
739,720
+35,500
+5% +$398K 1.68% 14
2022
Q1 		$7.88M Buy
704,220
+114,000
+19% +$1.13M 1.54% 15
2021
Q4 		$4.86M Hold
590,220
– – 0.98% 29
2021
Q3 		$5.65M Sell
590,220
-9,000
-2% -$86.4K 1.22% 23
2021
Q2 		$6.37M Hold
599,220
– – 1.36% 19
2021
Q1 		$4.6M Sell
599,220
-29,571
-5% -$216K 1.09% 25
2020
Q4 		$3.89M Sell
628,791
-253,000
-29% -$1.53M 0.97% 29
2020
Q3 		$4.78M Sell
881,791
-244,000
-22% -$1.55M 1.3% 21
2020
Q2 		$8.02M Sell
1,125,791
-40,000
-3% -$296K 2.06% 12
2020
Q1 		$5.36M Hold
1,165,791
– – 1.73% 14
2019
Q4 		$15M Sell
1,165,791
-106,500
-8% -$1.31M 2.61% 10
2019
Q3 		$16.6M Sell
1,272,291
-16,600
-1% -$231K 2.69% 7
2019
Q2 		$18.1M Sell
1,288,891
-32,000
-2% -$474K 2.73% 7
2019
Q1 		$20.3M Hold
1,320,891
– – 2.97% 6
2018
Q4 		$17.4M Buy
1,320,891
+683,591
+107% +$10.4M 2.75% 5
2018
Q3 		$11.1M Hold
637,300
– – 1.38% 26
2018
Q2 		$11M Buy
+637,300
New +$10.5M 1.36% 25
2015
Q3 		– Sell
-112,836
Closed -$3.62M – 333
2015
Q2 		$3.62M Buy
112,836
+20,000
+22% +$670K 0.7% 41
2015
Q1 		$2.94M Buy
92,836
+20,000
+27% +$593K 0.62% 47
2014
Q4 		$2.09M Buy
72,836
+6,780
+10% +$195K 0.53% 50
2014
Q3 		$2.04M Buy
+66,056
New +$1.94M 0.62% 39

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Spirit of America Management Corp's ET Position: Q2 2026 in Review

Spirit of America Management Corp reduced its Energy Transfer Partners (ET) stake by 10% in Q2 2026, selling an estimated $503K and leaving 229,200 shares worth $4.38M. The position accounts for 0.83% of the portfolio, ranked #32.

Spirit of America Management Corp first reported a position in ET in Q3 2014 and has held it in 37 quarters since. The position peaked at $20.3M in Q1 2019. 906 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Spirit of America Management Corp held 229,200 shares of Energy Transfer Partners worth $4.38M as of Q2 2026.
  • Spirit of America Management Corp sold 26,000 Energy Transfer Partners shares in Q2 2026, an estimated $503K.
  • Energy Transfer Partners made up 0.83% of Spirit of America Management Corp's portfolio in Q2 2026, its #32 holding.
  • Spirit of America Management Corp first reported a position in Energy Transfer Partners in Q3 2014 and has held it in 37 quarters since.
  • Spirit of America Management Corp's Energy Transfer Partners position peaked at $20.3M in Q1 2019.
  • 906 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.