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SPE

SPE — Smart Money Tracker (13F)

Special Opportunities Fund

-$1.8M

Net Activity

Institutions Holding

42

Popularity Rank

#6434

Avg Weight

0.08%

Total Value

$42.7M

Ownership Trend

42 institutions currently hold SPE, with 32 net buyers and 15 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

15

Net Buying Institutions

32

Key Holders

Key Holders

Top 5 by Value

FP
Focus Partners Wealth
$18.4M
SF
Shaker Financial Services, LLC
$5.1M
BB
Blue Bell Private Wealth Management, LLC
$4.1M
CL
Css Llc/il
$1.6M
GC
GatePass Capital, LLC
$1.6M

Top 5 by Conviction

SF
Shaker Financial Services, LLC
1.78%
GC
GatePass Capital, LLC
0.72%
BB
Blue Bell Private Wealth Management, LLC
0.58%
PP
Patron Partners, LLC
0.09%
CL
Css Llc/il
0.08%
View all 42 holding institutions

Across its top 20 institutional holders, SPE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 34/100).

Quarterly Activity

Recent Activity

+$37.3M

Total Buy Value

$9.2M

Total Sell Value

New buy4
Trim10
Add28
Sold out5

32

Net Buyers

15

Net Sellers

Smart Money Convergence

SPE does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

84741T104

FAQ

Who are the top institutional investors holding SPECIAL OPPORTUNITIES FUND (SPE)?
Major stakeholders currently include Focus Partners Wealth ($18.4M), Shaker Financial Services, LLC ($5.1M), Blue Bell Private Wealth Management, LLC ($4.1M). Based on the latest 13F filings, there are a total of 42 tracked investment funds and institutions maintaining positions in SPE.
What is the overall institutional sentiment toward SPE recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.8M, driven by 32 managers accumulating shares while 15 reduced their exposure.
Which institutions have been selling or reducing their SPE positions?
In the latest period, 10 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $9.2M.
Are there any notable investors adding SPE to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 28 existing holders added to their shares. The total reported buy value for the quarter amounted to $37.3M.

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