SOAMC
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Spirit of America Management Corp’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Spirit of America Management Corp’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,388
Closed -$60.3K – 316
2024
Q1 		$60.3K Buy
+2,388
New +$61.1K 0.01% 263

Other funds holding SPIP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spirit of America Management Corp's SPIP Position: Q2 2024 in Review

Spirit of America Management Corp sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2024, closing a stake of 2,388 shares — an estimated $60.3K sold.

Spirit of America Management Corp first reported a position in SPIP in Q1 2024 and held it in 1 quarter. The position peaked at $60.3K in Q1 2024. 225 funds tracked by Wall St. Rank hold SPIP as of Q2 2024.

  • Spirit of America Management Corp reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Spirit of America Management Corp sold 2,388 State Street SPDR Portfolio TIPS ETF shares in Q2 2024, an estimated $60.3K.
  • Spirit of America Management Corp first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2024 and held it in 1 quarter.
  • Spirit of America Management Corp's State Street SPDR Portfolio TIPS ETF position peaked at $60.3K in Q1 2024.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2024.

Based on Spirit of America Management Corp's 13F filing for Q2 2024, filed 25 Jul 2024.