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CIK: 0001041283
Total reported value
$530.5M
$530.5M
310 檔
14.4%
During the Q4 2024 filing period, Spirit Of America Management Corp/ny (CIK: 0001041283) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $530.5M across 310 reported positions.
In Q4 2024, Spirit Of America Management Corp/ny adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 310 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.52% | +0.38% | -8.66% | |
| 2 | WMB | Williams Cos Inc | Stock-Energy | 3.12% | -0.16% | -13.53% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.29% | +0.15% | -0.44% | |
| 4 | ET | Energy Transfer LP | Stock-Energy | 2.28% | -0.14% | -9.60% | |
| 5 | TRGP | Targa Resources CORP | Stock-Energy | 2.25% | -0.05% | +1.55% | |
| 6 | OKE | Oneok Inc | Stock-Energy | 2.20% | -0.08% | -17.21% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.16% | -0.45% | -8.81% | |
| 8 | LNG | Cheniere Energy Inc | Stock-Energy | 2.13% | -0.32% | -5.14% | |
| 9 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.09% | -0.21% | -2.08% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.01% | -0.49% | -15.36% | |
| 11 | VLO | Valero Energy CORP | Stock-Energy | 1.91% | -0.21% | -9.40% | |
| 12 | ENB | Enbridge Inc | Stock-Energy | 1.74% | -0.11% | -0.98% | |
| 13 | PSX | Phillips 66 | Stock-Energy | 1.73% | -0.29% | -9.48% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | +0.39% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | -0.05% | — | |
| 16 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.60% | -0.18% | -10.31% | |
| 17 | EQIX | Equinix Inc | Stock-Real Estate | 1.45% | +0.01% | +4.53% | |
| 18 | MPLX | Mplx LP | Stock-Energy | 1.43% | -0.20% | -11.68% | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 1.42% | -0.17% | -8.58% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | +0.16% | +1.51% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.27% | -0.13% | — | |
| 22 | WES | Western Midstream Partners L | Stock-Energy | 1.26% | -0.04% | -9.87% | |
| 23 | HESM | Hess Midstream LP - Class A | Stock-Other | 1.15% | -0.14% | -16.09% | |
| 24 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 1.15% | -0.08% | -8.28% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | +0.08% | +0.46% | |
| 26 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.04% | -0.04% | +2.85% | |
| 27 | COP | Conocophillips | Stock-Energy | 1.02% | -0.20% | +83.35% | |
| 28 | WELL | Welltower Inc | Stock-Real Estate | 0.92% | +0.17% | +0.56% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.91% | -0.04% | — | |
| 30 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.88% | +0.14% | +7.40% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.87% | -0.01% | -2.02% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.10% | — | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.84% | +0.69% | -0.87% | |
| 34 | PLD | Prologis Inc | Stock-Real Estate | 0.73% | -0.01% | -9.50% | |
| 35 | BSM | Black Stone Minerals LP | Stock-Other | 0.72% | -0.02% | -22.96% | |
| 36 | EOG | Eog Resources Inc | Stock-Energy | 0.72% | -0.08% | — | |
| 37 | TRP | Tc Energy CORP | Stock-Energy | 0.72% | — | +3.72% | |
| 38 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.71% | — | — | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | -0.10% | +12.15% | |
| 40 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.68% | -0.05% | — | |
| 41 | FANG | Diamondback Energy Inc | Stock-Energy | 0.66% | -0.09% | — | |
| 42 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.61% | +0.09% | — | |
| 43 | BKR | Baker Hughes Co | Stock-Energy | 0.58% | -0.08% | — | |
| 44 | MCK | Mckesson CORP | Stock-Healthcare | 0.56% | -0.13% | — | |
| 45 | PSA | Public Storage | Stock-Real Estate | 0.53% | +0.06% | -2.23% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.13% | — | |
| 47 | VICI | Vici Properties Inc | Stock-Real Estate | 0.51% | -0.02% | — | |
| 48 | TRNO | Terreno Realty CORP | Stock-Real Estate | 0.50% | -0.07% | -1.18% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.49% | +0.04% | -5.73% | |
| 50 | BP | Bp Plc-spons Adr | Stock-Energy | 0.49% | -0.14% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COP | Conocophillips | +0.4% | +83.35% | Add |
| 2 | TRGP | Targa Resources CORP | +0.4% | +1.55% | Add |
| 3 | KMI | Kinder Morgan, Inc. | +0.4% | -2.08% | Trim |
| 4 | LNG | Cheniere Energy Inc | +0.3% | -5.14% | Trim |
| 5 | ET | Energy Transfer LP | +0.3% | -9.60% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.2% | +1.51% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Unchanged |
| 8 | AAPL | Apple Inc | +0.2% | -0.44% | Trim |
| 9 | EQIX | Equinix Inc | +0.2% | +4.53% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +0.46% | Add |
| 11 | DLR | Digital Realty Trust Inc | +0.1% | +2.85% | Add |
| 12 | VST | Vistra CORP | +0.1% | +20.65% | Add |
| 13 | WMB | Williams Cos Inc | +0.1% | -13.53% | Trim |
| 14 | BX | Blackstone Inc | +0.1% | +11.49% | Add |
| 15 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 16 | TPL | Texas Pacific Land CORP | +0.1% | +3.32% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +4.35% | Add |
| 18 | MCK | Mckesson CORP | +0.1% | — | Unchanged |
| 19 | BKR | Baker Hughes Co | +0.1% | — | Unchanged |
| 20 | TLN | Talen Energy CORP | +0.1% | +133.33% | Add |
| 21 | SOBO | South Bow CORP | +0.1% | NEW | New buy |
| 22 | ETR | Entergy CORP | +0.1% | +123.20% | Add |
| 23 | DIS | Walt Disney Co/the | +0.1% | — | Unchanged |
| 24 | MPLX | Mplx LP | -0.1% | -11.68% | Trim |
| 25 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 26 | CAT | Caterpillar Inc | -0.1% | -0.87% | Trim |
| 27 | UNH | Unitedhealth Group Inc | -0.1% | -17.02% | Trim |
| 28 | TRNO | Terreno Realty CORP | -0.1% | -1.18% | Trim |
| 29 | VICI | Vici Properties Inc | -0.1% | — | Unchanged |
| 30 | STAG | Stag Industrial Inc | -0.1% | -6.53% | Trim |
| 31 | TGT | Target CORP | -0.1% | -7.19% | Trim |
| 32 | MRK | Merck & Co. Inc. | -0.1% | -8.17% | Trim |
| 33 | ODIYX | Invesco Discovery-y | -0.1% | EXIT | Sold out |
| 34 | PAA | Plains All Amer Pipeline LP | -0.1% | -8.28% | Trim |
| 35 | ABBV | Abbvie Inc | -0.1% | -2.02% | Trim |
| 36 | WES | Western Midstream Partners L | -0.1% | -9.87% | Trim |
| 37 | AMAT | Applied Materials Inc | -0.1% | -1.41% | Trim |
| 38 | PSA | Public Storage | -0.1% | -2.23% | Trim |
| 39 | HESM | Hess Midstream LP - Class A | -0.1% | -16.09% | Trim |
| 40 | EXR | Extra Space Storage Inc | -0.2% | -14.40% | Trim |
| 41 | SUN | Sunoco LP | -0.2% | -51.01% | Trim |
| 42 | OKE | Oneok Inc | -0.2% | -17.21% | Trim |
| 43 | CVX | Chevron CORP | -0.2% | -8.81% | Trim |
| 44 | PLD | Prologis Inc | -0.2% | -9.50% | Trim |
| 45 | BSM | Black Stone Minerals LP | -0.2% | -22.96% | Trim |
| 46 | VLO | Valero Energy CORP | -0.4% | -9.40% | Trim |
| 47 | PSX | Phillips 66 | -0.4% | -9.48% | Trim |
| 48 | MPC | Marathon Petroleum CORP | -0.5% | -10.31% | Trim |
| 49 | MRO* | Marathon Oil CORP | -0.5% | EXIT | Sold out |
| 50 | XOM | Exxon Mobil CORP | -0.5% | -15.36% | Trim |
According to official SEC Form 13F filings, Spirit Of America Management Corp/ny reported a total U.S. public equity portfolio value of $530.5M across 310 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, WMB, AAPL) accounted for 14.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
SOBO
市值: $348.0K
Top Position Liquidated / Trimmed
MRO*
前期市值: $2.6M
During Q4 2024, Spirit Of America Management Corp/ny's top holdings by market value included NVDA (5.5%)、WMB (3.1%)、AAPL (2.3%). The largest single position, NVDA, represented 5.5% of total portfolio value.
In Q4 2024, Spirit Of America Management Corp/ny made 43 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 28 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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