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Spirit of America Management Corp’s NuScale Power SMR Stock Holding History

Spirit of America Management Corp’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.1K Hold
4,500
– – 0.01% 274
2026
Q1 		$48.8K Hold
4,500
– – 0.01% 284
2025
Q4 		$63.8K Hold
4,500
– – 0.01% 278
2025
Q3 		$162K Buy
+4,500
New +$179K 0.03% 266

Other funds holding SMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Spirit of America Management Corp held its NuScale Power (SMR) position steady in Q2 2026 at 4,500 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #274.

Spirit of America Management Corp first reported a position in SMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $162K in Q3 2025. 324 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Spirit of America Management Corp held 4,500 shares of NuScale Power worth $45.1K as of Q2 2026.
  • Spirit of America Management Corp left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up 0.01% of Spirit of America Management Corp's portfolio in Q2 2026, its #274 holding.
  • Spirit of America Management Corp first reported a position in NuScale Power in Q3 2025 and has held it in 4 quarters since.
  • Spirit of America Management Corp's NuScale Power position peaked at $162K in Q3 2025.
  • 324 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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