Spirit of America Management Corp/Ny Portfolio Changes in Q2 2026
This report details the significant purchases and sales observed by Spirit of America Management Corp/Ny during the second quarter of 2026.
As reported for the period ending June 30, 2026 (Q2), Spirit of America Management Corp/Ny, a prominent investment entity, demonstrated notable activity in its portfolio. The analysis focuses on changes observed across various sectors and specific holdings.
The investor's portfolio saw significant shifts primarily concentrated within the Energy sector during Q2 2026. Notable purchases included substantial increases in holdings of Devon Energy Corporation (DVN), adding approximately 42,350 shares to its position.
In the Technology sector, while most major tech stocks like NVIDIA (NVDA) and Alphabet (GOOGL) showed slight decreases in share count during Q2, Apple Inc. (AAPL) experienced a very minor reduction of just 0.56%. However, the Energy sector allocation remains dominant.
The most pronounced changes occurred in fixed income and bond fund holdings. The investor significantly increased its exposure to several bond funds during Q2:
- Vanguard Dividend Appreciation ETF (VIG): Purchased over 376,000 shares.
- iShares 7-10 Year Treasury Bond ETF (IEF): Acquired more than 292,000 shares.
- iShares Core Europe Top 200 ETF (IWL): Added over 260,000 shares.
Conversely, the investor also divested from certain positions during Q2:
Furthermore, the investor's portfolio includes a diverse range of other assets such as SPDR Utilities ETF (XLU), Vanguard S&P 500 ETF (VOO), and various other bond funds, all reflecting the investor's strategic allocation across different sectors as of June 30, 2026.