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Spirit of America Management Corp’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Spirit of America Management Corp’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$514 Buy
40,215
+39,656
+7,094% +$2.94M ﹤0.01% 300
2026
Q1 		$41.1K Sell
559
-154
-22% -$11.4K 0.01% 293
2025
Q4 		$55.1K Sell
713
-1,745
-71% -$132K 0.01% 288
2025
Q3 		$186K Buy
2,458
+25
+1% +$1.88K 0.04% 254
2025
Q2 		$181K Sell
2,433
-319
-12% -$22.1K 0.04% 254
2025
Q1 		$191K Sell
2,752
-19
-0.7% -$1.35K 0.04% 245
2024
Q4 		$190K Buy
2,771
+213
+8% +$14.6K 0.04% 236
2024
Q3 		$163K Sell
2,558
-195
-7% -$12K 0.03% 249
2024
Q2 		$159K Buy
2,753
+143
+5% +$8.28K 0.03% 241
2024
Q1 		$147K Buy
+2,610
New +$145K 0.03% 236

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Spirit of America Management Corp increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 7,094% in Q2 2026, buying an estimated $2.94M and bringing the position to 40,215 shares worth $514. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Spirit of America Management Corp first reported a position in FNCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $191K in Q1 2025. 152 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Spirit of America Management Corp held 40,215 shares of Fidelity MSCI Financials Index ETF worth $514 as of Q2 2026.
  • Spirit of America Management Corp bought 39,656 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $2.94M.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Spirit of America Management Corp's portfolio in Q2 2026, its #300 holding.
  • Spirit of America Management Corp first reported a position in Fidelity MSCI Financials Index ETF in Q1 2024 and has held it in 10 quarters since.
  • Spirit of America Management Corp's Fidelity MSCI Financials Index ETF position peaked at $191K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

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