SMA
SPE

Seven Mile Advisory’s Special Opportunities Fund SPE Stock Holding History

Seven Mile Advisory’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-108,416
Closed -$1.59M – 269
2025
Q4 		$1.59M Sell
108,416
-2,622
-2% -$38.3K 0.27% 52
2025
Q3 		$1.64M Buy
+111,038
New +$1.65M 0.27% 56

Other funds holding SPE

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Seven Mile Advisory's SPE Position: Q1 2026 in Review

Seven Mile Advisory sold out of Special Opportunities Fund (SPE) in Q1 2026, closing a stake of 108,416 shares — an estimated $1.59M sold.

Seven Mile Advisory first reported a position in SPE in Q3 2025 and held it in 2 quarters. The position peaked at $1.64M in Q3 2025. 43 funds tracked by Wall St. Rank hold SPE as of Q1 2026.

  • Seven Mile Advisory reported no remaining Special Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 108,416 Special Opportunities Fund shares in Q1 2026, an estimated $1.59M.
  • Seven Mile Advisory first reported a position in Special Opportunities Fund in Q3 2025 and held it in 2 quarters.
  • Seven Mile Advisory's Special Opportunities Fund position peaked at $1.64M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.