SPE · Insider trading · 13F holders · Congress trades
Special Opportunities Fd Inc Com (SPE)
Who is buying and selling SPE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 3
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SPE at a glance
- No open-market insider purchases or sales of SPE were filed in the last 90 days.
- 3 13F filers hold SPE among their 50 largest positions, worth $12.3M combined. The biggest bets by portfolio weight are Shaker Financial Services, LLC (2.3%), Blue Bell Private Wealth Management, LLC (0.6%) and Winmill & Co. Inc (0.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in SPE.
SPE insider trading
No open-market insider purchases or sales of SPE were filed in the last 90 days.
Who owns SPE? Hedge funds and superinvestors
3 13F filers hold SPE among their 50 largest positions, worth $12.3M combined. The biggest bets by portfolio weight are Shaker Financial Services, LLC (2.3%), Blue Bell Private Wealth Management, LLC (0.6%) and Winmill & Co. Inc (0.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Shaker Financial Services, LLCWealth manager | 2.3% | $7.1M | 558,655 | -16.0% shares | Q3 2026 |
| Blue Bell Private Wealth Management, LLCWealth manager | 0.6% | $5.2M | 412,610 | +15.6% shares | Q3 2026 |
| Winmill & Co. IncInvestment manager | 0.0% | $28K | 2,093 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 1). Screen SPE in the grand portfolio →
SPE stock trades by members of Congress
No member of Congress has disclosed a trade in SPE.
SPE questions and answers
Are insiders buying SPE stock?
No open-market insider purchases or sales of SPE were filed in the last 90 days.
Which hedge funds own SPE?
3 13F filers hold SPE among their 50 largest positions, worth $12.3M combined. The biggest bets by portfolio weight are Shaker Financial Services, LLC (2.3%), Blue Bell Private Wealth Management, LLC (0.6%) and Winmill & Co. Inc (0.0%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded SPE?
No member of Congress has disclosed a trade in SPE.
Who is the largest holder of SPE?
Among 13F filers, Shaker Financial Services, LLC reports the largest SPE position, $7.1M (558,655 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Shaker Financial Services, LLC's: 2.3% of its portfolio.
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