SPE

Special Opportunities Fund
UnclassifiedUSCUSIP 84741T104◍ Confluence graph
Tracked 13F Holders
13
-1 QoQ
13F Value (tracked)
$7.3M
Insider Net · 180d
-$60K
0↑ 1↓
Recent Filings
10
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)5 adding · 2 trimming
Insider net (180d)-$60K
Price history not yet available for SPE.
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Use SPE data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns SPE

This stock page is the Follow view. The Build view lets your agent query SPE owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SPE"
Ask your agent
Use Arkolith to show who owns SPE,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

13 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1CSS LLC/IL
$1.6M
119K
+2.4%
Added · +3K sh
Q1 2026
2SCOTIA CAPITAL INC.
$1.5M
110K
+1.7%
Added · +2K sh
Q1 2026
3Advisors Asset Management, Inc.
$1.5M
107K
−5.0%
Reduced · −6K sh
Q1 2026
4RIVERNORTH CAPITAL MANAGEMENT, LLC
$1.1M
82K
−21%
Reduced · −21K sh
Q1 2026
5FIRST MANHATTAN CO. LLC.
$609K
44K
+11%
Added · +4K sh
Q1 2026
6Ancora Advisors LLC
$315K
23K
+24%
Added · +4K sh
Q1 2026
7OPPENHEIMER & CO INC
$294K
21K
+2.9%
Added · +606 sh
Q1 2026
8Sowell Financial Services LLC
$247K
18K
+3.2%
Added · +564 sh
Q1 2026
9MAI Capital Management
$74K
5K
+3.2%
Added · +169 sh
Q1 2026
10NewEdge Advisors, LLC
$31K
2K
+4.6%
Added · +100 sh
Q1 2026
11EASTERN BANK
$10K
750
+3.2%
Added · +23 sh
Q1 2026
12Sound Income Strategies, LLC
$10K
740
+6.9%
Added · +48 sh
Q1 2026
13DANSKE BANK A/S
$55
4
New
+4 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
5
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$60K
1 insiders
Net
-$60K
1 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Mar 5, 2026GOLDSTEIN PHILLIPChairman and Secretary, DirectorBuy (P)4K$99K
Mar 4, 2026GOLDSTEIN PHILLIPChairman and Secretary, DirectorSmall acquisition (L)100$3K
Mar 2, 2026GOLDSTEIN PHILLIPChairman and Secretary, DirectorSmall acquisition (L)100$3K
Feb 27, 2026GOLDSTEIN PHILLIPChairman and Secretary, DirectorBuy (P)6K$146K
Feb 26, 2026GOLDSTEIN PHILLIPChairman and Secretary, DirectorBuy (P)27$677
Feb 24, 2026GOLDSTEIN PHILLIPChairman and Secretary, DirectorBuy (P)30$753
Feb 23, 2026GOLDSTEIN PHILLIPChairman and Secretary, DirectorBuy (P)100$3K
Dec 30, 2025Dakos AndrewPresident, DirectorSell (S)4K$60K
Aug 22, 2025GOLDSTEIN PHILLIPChairman and Secretary, DirectorSell (S)3K$75K
Apr 4, 2025GOLDSTEIN PHILLIPChairman and Secretary, DirectorBuy (P)3K$41K
Oct 15, 2024GOLDSTEIN PHILLIPChairman and Secretary, DirectorSell (S)618$15K
Sep 20, 2024Dakos AndrewPresident, DirectorSell (S)377$5K

Institutional ownership over time

27 funds+7 since Q2 2022
01428Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $29.1M

Funds that own SPE also own

CompanyCo-held byCombined value
APPLE INCAAPL15 funds$10.0B
MICROSOFT CORPMSFT15 funds$8.6B
AMAZON.COM INCAMZN14 funds$6.2B
ALPHABET INC-CL AGOOGL14 funds$5.1B
BROADCOM INCAVGO14 funds$3.9B
META PLATFORMS INC-CLASS AMETA14 funds$2.8B
JOHNSON & JOHNSONJNJ14 funds$1.8B
TESLA INCTSLA14 funds$1.3B
ORACLE CORPORCL14 funds$1.2B
SALESFORCE INCCRM14 funds$1.0B
APPLIED MATERIALS INCAMAT14 funds$1.0B
PROCTER & GAMBLE CO/THEPG14 funds$892.8M

Ranked by how many of SPE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

10 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.