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Funds Holding SPE

On this page, we present all of the funds holding SPE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPE, with a link to that fund's top holdings. The next columns indicate the amount of SPE stock held by each of the funds holding SPE, followed by the SPE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 35 funds holding SPE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Relative Value Partners Group LLC. For more details on the positions held by Relative Value Partners Group LLC (or by any of the other funds holding SPE), click the fund name in the "Holder" column of the funds-holding-SPE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Relative Value Partners Group LLC $49,797 12/31/2023
     SPE.PRC1,338,762$30,644 12/31/2023
     SPE1,614,949$19,153 12/31/2023
CSS LLC IL $9,547 12/31/2023
     SPE.PRC282,834$6,447 12/31/2023
     SPE261,384$3,100 12/31/2023
Rivernorth Capital Management LLC428,448$5,081 12/31/2023
     SPE428,448$5,081 12/31/2023
Blue Bell Private Wealth Management LLC $3,244 12/31/2023
     SPE267,652$3,174 12/31/2023
     Convertible Preferred3,056$70 12/31/2023
Shaker Financial Services LLC197,348$2,341 12/31/2023
     SPE197,348$2,341 12/31/2023
Morgan Stanley $1,640 12/31/2023
     SPE135,870$1,611 12/31/2023
     SPE.PRC1,286$29 12/31/2023
Epiq Partners LLC119,435$1,510 03/31/2024
     SPE119,435$1,510 03/31/2024
Scotia Capital Inc.91,266$1,082 12/31/2023
     SPE91,266$1,082 12/31/2023
Advisor Group Holdings Inc. $880 12/31/2023
     SPE73,579$873 12/31/2023
     SPE.PRC295$7 12/31/2023
UBS Group AG $825 12/31/2023
     SPE.PRC32,300$739 12/31/2023
     SPE7,233$86 12/31/2023
Wells Fargo & Company MN $746 12/31/2023
     SPE.PRC21,200$485 12/31/2023
     SPE21,986$261 12/31/2023
Clough Capital Partners L P41,306$490 12/31/2023
     SPE41,306$490 12/31/2023
First Manhattan Co.34,000$403 12/31/2023
     SPE34,000$403 12/31/2023
Ancora Advisors LLC25,834$306 12/31/2023
     SPE25,834$306 12/31/2023
Raymond James & Associates24,344$289 12/31/2023
     SPE24,344$289 12/31/2023
Almitas Capital LLC23,616$280 12/31/2023
     SPE23,616$280 12/31/2023
Matisse Capital22,786$270 12/31/2023
     SPE22,786$270 12/31/2023
Alpine Global Management LLC21,424$254 12/31/2023
     SPE21,424$254 12/31/2023
Sowell Financial Services LLC18,427$219 12/31/2023
     SPE18,427$219 12/31/2023
RPO LLC17,158$203 12/31/2023
     SPE17,158$203 12/31/2023
NBC Securities Inc.15,478$195 03/31/2024
     SPE15,478$195 03/31/2024
Harbour Investments Inc.15,565$185 12/31/2023
     SPE15,565$185 12/31/2023
Live Oak Private Wealth LLC14,853$176 12/31/2023
     SPE14,853$176 12/31/2023
Private Advisor Group LLC14,462$172 12/31/2023
     SPE14,462$172 12/31/2023
Landscape Capital Management L.L.C.14,140$168 12/31/2023
     SPE14,140$168 12/31/2023
Dynamic Advisor Solutions LLC10,545$133 03/31/2024
     SPE10,545$133 03/31/2024
HighTower Advisors LLC12,053$130 12/31/2023
     SPE12,053$130 12/31/2023
GWM Advisors LLC10,800$129 12/31/2023
     SPE10,800$129 12/31/2023
Crewe Advisors LLC6,970$83 12/31/2023
     SPE6,970$83 12/31/2023
Advisory Services Network LLC3,839$46 12/31/2023
     SPE3,839$46 12/31/2023
Winmill & CO. Inc. $29 12/31/2023
     SPE2,000$24 12/31/2023
     SPE.PRC200$5 12/31/2023
Royal Bank of Canada2,370$28 12/31/2023
     SPE2,370$28 12/31/2023
Quarry LP2,206$26 12/31/2023
     SPE2,206$26 12/31/2023
Bessemer Group Inc.186$2 12/31/2023
     SPE186$2 12/31/2023
CVA Family Office LLC39$0 03/31/2024
     SPE39$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     SPE0$0 12/31/2023
     SPE.PRC0$0 12/31/2023

See Summary: Institutional Holders of SPE
See Details: Top 10 Hedge Funds Holding SPE
Also See: SPE Insider Buying
Also See: SPE Holdings Changes

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