SOAMC
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Spirit of America Management Corp’s ProShares Short S&P500 SH Stock Holding History

Spirit of America Management Corp’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,500
Closed -$160K – 242
2022
Q4 		$160K Hold
2,500
– – 0.04% 189
2022
Q3 		$173K Hold
2,500
– – 0.04% 194
2022
Q2 		$165K Hold
2,500
– – 0.04% 203
2022
Q1 		$141K Hold
2,500
– – 0.03% 217
2021
Q4 		$136K Hold
2,500
– – 0.03% 217
2021
Q3 		$152K Buy
+2,500
New +$149K 0.03% 217

Other funds holding SH

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Spirit of America Management Corp's SH Position: Q1 2023 in Review

Spirit of America Management Corp sold out of ProShares Short S&P500 (SH) in Q1 2023, closing a stake of 2,500 shares — an estimated $160K sold.

Spirit of America Management Corp first reported a position in SH in Q3 2021 and held it in 6 quarters. The position peaked at $173K in Q3 2022. 222 funds tracked by Wall St. Rank hold SH as of Q1 2023.

  • Spirit of America Management Corp reported no remaining ProShares Short S&P500 position as of Q1 2023 after selling out during the quarter.
  • Spirit of America Management Corp sold 2,500 ProShares Short S&P500 shares in Q1 2023, an estimated $160K.
  • Spirit of America Management Corp first reported a position in ProShares Short S&P500 in Q3 2021 and held it in 6 quarters.
  • Spirit of America Management Corp's ProShares Short S&P500 position peaked at $173K in Q3 2022.
  • 222 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2023.

Based on Spirit of America Management Corp's 13F filing for Q1 2023, filed 11 Apr 2023.