SPEU Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $53.42
52W Range $53–$58

SPEU Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$3.58Paid quarterly
5Y Div CAGR≈12.3%Per share, split-adjusted
Growth Streak≈3Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Jun 22, 2026$0.90USD—
Mar 23, 2026$0.23USD—
Dec 22, 2025$0.59USD—
Sep 22, 2025$0.18USD—
Jun 23, 2025$0.87USD—
Mar 24, 2025$0.18USD—
Dec 23, 2024$0.19USD—
Sep 23, 2024$0.18USD—
Jun 24, 2024$0.76USD—
Mar 18, 2024$0.18USD—
Dec 18, 2023$0.15USD—
Sep 18, 2023$0.17USD—
Jun 20, 2023$0.69USD—
Mar 20, 2023$0.17USD—
Dec 19, 2022$0.14USD—
Sep 19, 2022$0.15USD—
Jun 21, 2022$0.61USD—
Mar 21, 2022$0.18USD—
Dec 20, 2021$0.27USD—
Sep 20, 2021$0.20USD—

Institutional owners (13F) 106 filers · $262.6M total · As of June 30, 2026

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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.

Holders 106
Value held $262.6M
New positions 11
Exited positions 11
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
11 (-6 vs prior Q) 11 (-1 vs prior Q) 30 (-1 vs prior Q) 31 (+7 vs prior Q) -1.6M

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
CWM, LLC $61,935,872 1,208,741 23.59% Shares
MORGAN STANLEY $46,622,923 849,543 17.76% Shares
OSAIC HOLDINGS, INC. $41,721,634 760,239 15.89% Shares
LPL Financial LLC $17,371,795 316,541 6.62% Shares
BANK OF AMERICA CORP /DE/ $16,366,741 298,228 6.23% Shares
MATHER GROUP, LLC. $8,131,320 148,165 3.10% Shares
Treasure Coast Financial Planning $7,106,804 129,497 2.71% Shares
JANE STREET GROUP, LLC $5,663,616 103,200 2.16% Shares
SCOTIA CAPITAL INC. $5,268,934 96,008 2.01% Shares
Atlantic Edge Private Wealth Management, LLC $5,218,386 95,087 1.99% Shares
WELLS FARGO & COMPANY/MN $4,774,169 86,993 1.82% Shares
Cetera Investment Advisers $3,775,632 68,798 1.44% Shares
Private Advisor Group, LLC $3,716,871 67,727 1.42% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $3,555,291 64,783 1.35% Shares
Equitable Holdings, Inc. $3,346,954 60,987 1.27% Shares
RAYMOND JAMES FINANCIAL INC $2,504,067 45,628 0.95% Shares
UBS Group AG $2,296,893 41,853 0.87% Shares
GOLDMAN SACHS GROUP INC $1,786,124 32,546 0.68% Shares
ROYAL BANK OF CANADA $1,620,000 29,543 0.62% Shares
Allen Capital Group, LLC $1,178,383 21,472 0.45% Shares
PACES FERRY WEALTH ADVISORS, LLC $1,132,831 20,642 0.43% Shares
K2 Financial Inc. $1,102,376 19,770 0.42% Shares
Accel Wealth Management $885,229 17,276 0.34% Shares
JPMORGAN CHASE & CO $837,248 15,349 0.32% Shares
JOHNSON INVESTMENT COUNSEL INC $807,010 14,705 0.31% Shares
Jacobs Equity LLC $806,297 14,692 0.31% Shares
INDEPENDENT FINANCIAL GROUP, LLC $715,525 13,038 0.27% Shares
Perennial Investment Advisors, LLC $664,471 12,108 0.25% Shares
FMR LLC $592,811 10,802 0.23% Shares
Castleview Partners, LLC $579,698 10,563 0.22% Shares
Sargent Investment Group, LLC $512,579 9,340 0.20% Shares
BANK OF NOVA SCOTIA $482,944 8,800 0.18% Shares
COMMONWEALTH EQUITY SERVICES, LLC $477,280 8,697 0.18% Shares
Family Manage LLC $444,199 8,094 0.17% Shares
Quantinno Capital Management LP $427,296 7,786 0.16% Shares
JONES FINANCIAL COMPANIES LLLP $424,196 7,852 0.16% Shares
CAPTRUST FINANCIAL ADVISORS $389,374 7,095 0.15% Shares
COMERICA BANK $374,137 7,177 0.14% Shares
Arax Advisory Partners $334,714 6,099 0.13% Shares
LODESTAR PRIVATE ASSET MANAGEMENT LLC $328,292 5,982 0.13% Shares
Keystone Financial Group $321,048 5,850 0.12% Shares
Good Life Advisors, LLC $319,128 6,585 0.12% Shares
Inspire Advisors, LLC $314,077 5,726 0.12% Shares
Concurrent Investment Advisors, LLC $296,305 5,399 0.11% Shares
NewEdge Advisors, LLC $290,017 5,285 0.11% Shares
Savant Capital, LLC $277,002 5,220 0.11% Shares
U.S. Capital Wealth Advisors, LLC $272,751 5,323 0.10% Shares
Diversified Enterprises, LLC $263,589 4,803 0.10% Shares
CreativeOne Wealth, LLC $263,226 4,796 0.10% Shares
AMERIPRISE FINANCIAL INC $261,339 4,762 0.10% Shares

Show all 106 institutional owners →

Activists & 5%+ owners 2 positions

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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
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM ×28 filings Feb. 12, 2015 · Amendment · SEC
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 00-00000 ×17 filings May 2, 2013 · Amendment · 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.

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