your badges 52W Range $16–$19 82% of range Analyst Rating STRONG BUY 7 analysts Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $18.74
52W Range $16–$19

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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?

No data for this ratio group yet

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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≈$1.69Paid quarterly
5Y Div CAGR≈6.6%Per share, split-adjusted
Growth Streak≈2Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.42USD≈8.2%
Jun 15, 2026$0.42USD≈7.9%
Mar 13, 2026$0.34USD≈8.1%
Dec 15, 2025$0.34USD≈7.7%
Sep 15, 2025$0.34USD≈7.4%
Jun 13, 2025$0.34USD≈7.7%
Mar 14, 2025$0.34USD≈7.5%
Dec 13, 2024$0.34USD≈7.0%
Sep 13, 2024$0.29USD≈7.1%
Jun 14, 2024$0.29USD≈7.3%
Mar 14, 2024$0.29USD≈7.7%
Dec 14, 2023$0.29USD≈7.9%
Sep 14, 2023$0.29USD≈8.0%
Jun 14, 2023$0.29USD≈7.6%
Mar 14, 2023$0.29USD≈7.8%
Dec 14, 2022$0.29USD≈7.0%
Sep 14, 2022$0.29USD≈7.0%
Jun 14, 2022$0.29USD≈7.0%
Mar 14, 2022$0.29USD≈6.2%
Dec 14, 2021$0.25USD≈5.5%

Institutional owners (13F) 233 filers · $766.3M total · As of Sept. 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 233
Value held $766.3M
New positions 25
Exited positions 18
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
25 (-149 vs prior Q) 18 (+13 vs prior Q) 60 (+15 vs prior Q) 92 (+91 vs prior Q) +2.7M

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
MORGAN STANLEY $232,494,187 12,472,863 30.34% Shares
WELLS FARGO & COMPANY/MN $45,485,918 2,440,231 5.94% Shares
Saba Capital Management, L.P. $44,139,930 2,368,022 5.76% Shares
LPL Financial LLC $37,225,467 1,997,074 4.86% Shares
Invesco Ltd. $37,051,287 1,987,730 4.84% Shares
Allspring Global Investments Holdings, LLC $36,378,700 1,951,647 4.75% Shares
UBS Group AG $33,737,244 1,809,938 4.40% Shares
RAYMOND JAMES FINANCIAL INC $33,306,332 1,786,820 4.35% Shares
BANK OF AMERICA CORP /DE/ $24,184,853 1,297,471 3.16% Shares
GUGGENHEIM CAPITAL LLC $17,468,308 937,141 2.28% Shares
OSAIC HOLDINGS, INC. $11,194,661 600,563 1.46% Shares
ROYAL BANK OF CANADA $8,388,000 450,007 1.09% Shares
STIFEL FINANCIAL CORP $8,140,750 436,736 1.06% Shares
ABSOLUTE INVESTMENT ADVISERS, LLC $7,865,819 421,986 1.03% Shares
AMERIPRISE FINANCIAL INC $7,844,988 420,868 1.02% Shares
GatePass Capital, LLC $6,895,868 369,950 0.90% Shares
Twelve Points Wealth Management LLC $6,432,996 345,118 0.84% Shares
Almitas Capital LLC $6,093,546 326,907 0.80% Shares
Capital Investment Advisors, LLC $5,523,608 296,331 0.72% Shares
Shaker Financial Services, LLC $4,968,917 257,328 0.65% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,520,870 242,536 0.59% Shares
Cetera Investment Advisers $4,277,028 229,454 0.56% Shares
Logan Stone Capital, LLC $4,264,683 228,792 0.56% Shares
&PARTNERS $3,831,791 205,568 0.50% Shares
WOLVERINE ASSET MANAGEMENT LLC $3,774,097 202,473 0.49% Shares
MONECO ADVISORS, LLC $3,704,704 198,750 0.48% Shares
Bulldog Investors, LLP $3,496,342 187,572 0.46% Shares
Quarry LP $3,302,467 177,171 0.43% Shares
Sage Capital Management, LLC $3,105,161 166,576 0.41% Shares
Altium Capital Management LLC $2,933,843 157,395 0.38% Shares
1607 Capital Partners, LLC $2,907,635 155,989 0.38% Shares
Shulman DeMeo Asset Management LLC $2,824,924 151,552 0.37% Shares
MML INVESTORS SERVICES, LLC $2,808,943 150,694 0.37% Shares
TWO SIGMA INVESTMENTS, LP $2,637,672 141,506 0.34% Shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $2,599,646 139,466 0.34% Shares
NewEdge Advisors, LLC $2,593,242 139,122 0.34% Shares
Advisory Advocates, LLC $2,508,925 134,599 0.33% Shares
ENVESTNET ASSET MANAGEMENT INC $2,503,260 134,295 0.33% Shares
FORTEM FINANCIAL GROUP, LLC $2,348,603 125,998 0.31% Shares
PMG Family Office LLC $2,132,046 111,852 0.28% Shares
Cypress Capital Management LLC (WY) $2,094,815 110,380 0.27% Shares
Focus Partners Wealth $2,044,458 109,643 0.27% Shares
LIGHTHOUSE FINANCIAL SERVICES INC /ADV $2,023,487 108,498 0.26% Shares
Kestra Advisory Services, LLC $1,942,636 104,219 0.25% Shares
Prospera Financial Services Inc $1,897,666 101,811 0.25% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,836,879 98,545 0.24% Shares
TPG Advisors LLC $1,814,567 97,348 0.24% Shares
Private Advisor Group, LLC $1,764,636 94,669 0.23% Shares
FORTERIS WEALTH MANAGEMENT INC. $1,683,472 90,315 0.22% Shares
D.A. DAVIDSON & CO. $1,670,554 89,622 0.22% Shares

Show all 233 institutional owners →

Company insiders 3 insiders · 0 officers · 0 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Nuveen Fund Advisors, LLC · April 13, 2017 S 0 0 0 $0
William J Schneider · May 8, 2015 S 5,600 0 0 $0
Kenneth H Toft · Oct. 25, 2013 P 2,000 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 1 ETF

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PCEF · Invesco Exchange-Traded Fund Trust … 3.89% 1,615,371 Oct. 2, 2026 Daily

SPXX Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

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rating · 7 analysts BUY
3 42.9% Strong Buy
3 42.9% Buy
1 14.3% Hold
0 0.0% Sell
0 0.0% Strong Sell

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