SOAMC
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Spirit of America Management Corp’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Spirit of America Management Corp’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2 Buy
115
+111
+2,775% +$5.93K ﹤0.01% 308
2026
Q1 		$218 Hold
4
– – ﹤0.01% 306
2025
Q4 		$210 Hold
4
– – ﹤0.01% 308
2025
Q3 		$197 Hold
4
– – ﹤0.01% 308
2025
Q2 		$185 Hold
4
– – ﹤0.01% 314
2025
Q1 		$173 Hold
4
– – ﹤0.01% 315
2024
Q4 		$190 Hold
4
– – ﹤0.01% 310
2024
Q3 		$192 Hold
4
– – ﹤0.01% 311
2024
Q2 		$175 Sell
4
-4,220
-100% -$176K ﹤0.01% 314
2024
Q1 		$172K Buy
+4,224
New +$175K 0.03% 224

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

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

Spirit of America Management Corp increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2,775% in Q2 2026, buying an estimated $5.93K and bringing the position to 115 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Spirit of America Management Corp first reported a position in SPSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $172K in Q1 2024. 725 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Spirit of America Management Corp held 115 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2 as of Q2 2026.
  • Spirit of America Management Corp bought 111 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.93K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Spirit of America Management Corp's portfolio in Q2 2026, its #308 holding.
  • Spirit of America Management Corp first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • Spirit of America Management Corp's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $172K in Q1 2024.
  • 725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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