SPE Special Opportunities Fund, Inc Common Stock
$13.40
Price · Aug 19, 2026
52W Range
$13–$16
13% of range
Analyst Rating
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Price Target
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P/E (TTM)
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ROE
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Net Profit Margin
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SPE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$13.40
Market Cap
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P/E (TTM)
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EPS (TTM)
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Revenue (TTM)
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Div Yield
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ROE
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Debt/Equity
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52W Range
$13 – $16
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
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EPS
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Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
SPE
Peer Median
Profitability Gross, operating and net margins; ROE, ROA, ROIC
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5Y trend
SPE
Peer Median
Financial Health Debt, liquidity, solvency — balance sheet strength
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5Y trend
SPE
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
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5Y trend
SPE
Peer Median
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
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5Y trend
SPE
Peer Median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
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5Y Div CAGR
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| Ex-date | Amount |
|---|---|
| July 21, 2026 | $0.1090 |
| June 16, 2026 | $0.1090 |
| May 19, 2026 | $0.1090 |
| April 22, 2026 | $0.1090 |
| April 21, 2026 | $0.1090 |
| March 17, 2026 | $0.1090 |
| Feb. 17, 2026 | $0.1090 |
| Jan. 20, 2026 | $0.1090 |
| Dec. 29, 2025 | $0.7000 |
| Dec. 16, 2025 | $0.1100 |
| Nov. 18, 2025 | $0.1100 |
| Oct. 21, 2025 | $0.1100 |
| Sept. 16, 2025 | $0.1100 |
| Aug. 19, 2025 | $0.1100 |
| July 22, 2025 | $0.1100 |
| June 17, 2025 | $0.1100 |
| May 20, 2025 | $0.1100 |
| April 22, 2025 | $0.1100 |
| March 18, 2025 | $0.1100 |
| Feb. 18, 2025 | $0.1100 |
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Institutional owners (13F) 45 filers · $40.7M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 7 (+3 vs prior Q) | 5 (+1 vs prior Q) | 15 (-14 vs prior Q) | 11 (+3 vs prior Q) | +129K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Focus Partners Wealth | $16,772,653 | 1,245,185 | 41.16% | Shares |
| Shaker Financial Services, LLC | $8,957,443 | 664,992 | 21.98% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $4,808,511 | 356,979 | 11.80% | Shares |
| CSS LLC/IL | $1,650,466 | 122,529 | 4.05% | Shares |
| SCOTIA CAPITAL INC. | $1,465,326 | 108,784 | 3.60% | Shares |
| GatePass Capital, LLC | $772,828 | 57,374 | 1.90% | Shares |
| FIRST MANHATTAN CO. LLC. | $596,452 | 44,280 | 1.46% | Shares |
| OPPENHEIMER & CO INC | $491,507 | 36,489 | 1.21% | Shares |
| RAYMOND JAMES FINANCIAL INC | $401,554 | 29,811 | 0.99% | Shares |
| LANARK FINANCIAL, INC. | $359,166 | 26,664 | 0.88% | Shares |
| Permanent Capital Management, LP | $297,875 | 22,114 | 0.73% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $294,370 | 21,854 | 0.72% | Shares |
| Cetera Investment Advisers | $275,374 | 20,443 | 0.68% | Shares |
| GUGGENHEIM CAPITAL LLC | $271,070 | 20,124 | 0.67% | Shares |
| OSAIC HOLDINGS, INC. | $258,437 | 19,187 | 0.63% | Shares |
| Sowell Financial Services LLC | $241,558 | 17,933 | 0.59% | Shares |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $233,678 | 17,348 | 0.57% | Shares |
| TrueMark Investments, LLC | $233,678 | 17,348 | 0.57% | Shares |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $226,296 | 16,800 | 0.56% | Shares |
| Ancora Advisors LLC | $218,887 | 16,250 | 0.54% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $207,909 | 15,435 | 0.51% | Shares |
| Live Oak Private Wealth LLC | $206,536 | 15,333 | 0.51% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $195,180 | 14,490 | 0.48% | Shares |
| PATRON PARTNERS, LLC | $192,271 | 14,274 | 0.47% | Shares |
| NWF Advisory Services Inc. | $183,273 | 13,606 | 0.45% | Shares |
| HARBOUR INVESTMENTS, INC. | $175,116 | 13,000 | 0.43% | Shares |
| XTX Topco Ltd | $148,035 | 10,990 | 0.36% | Shares |
| Detalus Advisors, LLC | $145,786 | 10,823 | 0.36% | Shares |
| PMG Family Office LLC | $136,545 | 10,137 | 0.34% | Shares |
| ROYAL BANK OF CANADA | $71,000 | 5,250 | 0.17% | Shares |
| UBS Group AG | $69,546 | 5,163 | 0.17% | Shares |
| Global Retirement Partners, LLC | $49,901 | 3,705 | 0.12% | Shares |
| NewEdge Advisors, LLC | $30,469 | 2,262 | 0.07% | Shares |
| WINMILL & CO. INC | $28,193 | 2,093 | 0.07% | Shares |
| Keating Financial Advisory Services, Inc. | $23,297 | 1,730 | 0.06% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $15,961 | 1,185 | 0.04% | Shares |
| Rockefeller Capital Management L.P. | $12,365 | 918 | 0.03% | Shares |
| WELLS FARGO & COMPANY/MN | $11,944 | 887 | 0.03% | Shares |
| EASTERN BANK | $10,103 | 750 | 0.02% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $2,775 | 206 | 0.01% | Shares |
| FIRST HORIZON CORP | $1,387 | 103 | 0.00% | Shares |
| CVA Family Office, LLC | $525 | 39 | 0.00% | Shares |
| Indiana Trust & Investment Management Co | $350 | 26 | 0.00% | Shares |
| Aspect Partners, LLC | $135 | 10 | 0.00% | Shares |
| MORGAN STANLEY | $87 | 6 | 0.00% | Shares |
Company insiders 10 insiders · 2 officers · 6 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Andrew Dakos | President and CEO | June 2, 2026 S | 0 | 0 | 5 | $-155,194 |
| P Das Rajeev | Vice President | April 5, 2022 D | 2,583 | 0 | 0 | $0 |
| Charles C Walden | Director | Dec. 29, 2023 P | 25,271 | 0 | 0 | $0 |
| Gerald Hellerman | Director | April 6, 2022 P | 43,584 | 0 | 0 | $0 |
| Marc Lunder | Director | Jan. 27, 2022 X | 4,590 | 0 | 0 | $0 |
| Ben H Harris | Director | May 11, 2021 M | 11,014 | 0 | 0 | $0 |
| James M Chadwick | Director | Oct. 11, 2012 P | 750 | 0 | 0 | $0 |
| KARPUS MANAGEMENT, INC. | 10% owner | Jan. 28, 2010 S | 0 | 0 | 0 | $0 |
| Phillip Goldstein | — | March 5, 2026 P | 34,822 | 5 | 1 | $173,840 |
| Steven Samuels | — | Jan. 30, 2015 S | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 4 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Karpus Management, Inc., d/b/a Karpus Investment Management I.D. ×9 filings | Jan. 10, 2014 | — | Initial filing | Passive investment | SEC |
| Special Opportunities Fund, Inc. Brooklyn Capital Management LLC ×2 filings | Feb. 22, 2011 | — | Initial filing | — | SEC |
| Bulldog Investors General Partnership and Phillip Goldstein ×7 filings | April 29, 2009 | — | Initial filing | — | SEC |
| Bulldog Investors, Phillip Goldstein and Andrew Dakos ×2 filings | June 16, 2008 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.