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SPARE BACKUP, INC. hedge fund holdings

SPBU
$30.85-0.18 (-0.58% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SPBU · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 8, 2025 to Oct 8, 2026. Price (+10.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025132$9.59M$1.75M15Aug 14, 2025
Q3 2025182$39M$8.88M25Nov 14, 2025
Q4 2025213$30.7M$1.3M32Feb 14, 2026
Q1 2026227$31.9M$5.79M37May 15, 2026
Q2 2026248$16.2M$6.96M44Aug 14, 2026

Quarterly action breakdown

Q2 2026
44 filers
New position
8
$2.22M+73.3K sh
Increased
16
$14M+463K sh
Reduced
4
-$6M-199K sh
Out / sold
4
-$951K-31.5K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Vima LLCNew Buy+$1.97M$1.97M1.92%Jul 24, 2026
Patriot Financial Group Insurance Agency, LLCReduce 31.64%-$1.6M$3.46M0.36%Jul 16, 2026
Allianz SEReduce 90.59%-$1.46M$151K0.00%Aug 10, 2026
RFG Advisory, LLCNew Buy+$813K$813K0.01%Jul 15, 2026
MML Investors Services, LLCAdded 59.01%+$471K$1.27M0.00%Aug 7, 2026
Transcendent Capital Group LLCAdded 2.16%+$405K$19.1M7.44%Aug 5, 2026
Core Wealth Advisors, Inc.Added 7.08%+$396K$5.98M1.20%Aug 11, 2026
Old Mission Capital LLCSell 100%-$339K$00.00%Aug 14, 2026
SageGuard Financial Group, LLCAdded 46.76%+$307K$964K0.14%Jul 27, 2026
Envision Financial Transparency, LLCNew Buy+$279K$279K0.24%Aug 21, 2026
Optima Capital LLCAdded 3.42%+$262K$7.9M3.12%Jul 24, 2026
Independent Financial Group, LLCNew Buy+$215K$215K0.00%Jul 15, 2026
Accurate Wealth Management, LLCNew Buy+$212K$212K0.02%Jul 15, 2026
Smith, Moore & Co.New Buy+$210K$210K0.01%Aug 12, 2026
Capital Analysts, LLCAdded 111.70%+$161K$306K0.01%Aug 5, 2026
Mosley Wealth ManagementNew Buy+$116K$116K0.04%Jul 23, 2026
Guardian Capital, LLCReduce 14.60%-$112K$654K0.54%Aug 7, 2026
Capital Investment Advisory Services, LLCAdded 7.41%+$58.5K$847K0.05%Jul 23, 2026
CGN Advisors LLCAdded 1.44%+$38.3K$2.71M0.20%Jul 6, 2026
Discipline Wealth Solutions, LLCAdded 7.18%+$34.8K$520K0.05%Jul 21, 2026
Stonebridge Financial Group, LLC / MOReduce 1.16%-$16.6K$1.41M0.94%Jul 24, 2026
Fiduciary Financial AdvisorsNew Buy+$10.1K$10.1K0.00%Aug 14, 2026
Key Capital Management, INCAdded 47.37%+$1.09K$3.39K0.00%Jul 28, 2026

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