SPHB · Insider trading · 13F holders · Congress trades
High beta ETF (SPHB)
Who is buying and selling SPHB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 23
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
SPHB at a glance
- No open-market insider purchases or sales of SPHB were filed in the last 90 days.
- 23 13F filers hold SPHB among their 50 largest positions, worth $152.4M combined. The biggest bets by portfolio weight are Axiom Financial Strategies, LLC (10.2%), Winter & Associates, Inc. (5.4%) and BNB Wealth Management, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- Members of Congress have disclosed 1 SPHB trade since 2022, 0 purchases and 1 sale in the past year; the latest was Robert J. Wittman (R-VA), selling $1K–15K on Jan 28, 2022.
- SPHB last closed at $138.09 on Oct 30, 2026.
SPHB insider trading
No open-market insider purchases or sales of SPHB were filed in the last 90 days.
Who owns SPHB? Hedge funds and superinvestors
23 13F filers hold SPHB among their 50 largest positions, worth $152.4M combined. The biggest bets by portfolio weight are Axiom Financial Strategies, LLC (10.2%), Winter & Associates, Inc. (5.4%) and BNB Wealth Management, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Proficio Capital Partners LLCWealth manager | 1.3% | $36.5M | 234,468 | +218.1% shares | Q2 2026 |
| Axiom Financial Strategies, LLCWealth manager | 10.2% | $32.6M | 209,633 | -1.3% shares | Q2 2026 |
| TRUE Private Wealth AdvisorsWealth manager | 1.5% | $17.8M | 118,276 | -3.8% shares | Q3 2026 |
| Fortis Group Advisors, LLCAsset manager | 1.9% | $12.0M | 77,235 | +77.3% shares | Q2 2026 |
| BNB Wealth Management, LLCWealth manager | 4.4% | $8.0M | 53,117 | -1.4% shares | Q3 2026 |
| Winter & Associates, Inc.Wealth manager | 5.4% | $7.5M | 53,341 | +8.2% shares | Q3 2026 |
| Chicago Wealth Management, Inc.Wealth manager | 2.6% | $7.3M | 46,706 | — | Q2 2026 |
| Hutchens & Kramer Investment Management Group, LLCWealth manager | 1.5% | $4.9M | 32,732 | +1.2% shares | Q3 2026 |
| Ayalon Insurance Comp Ltd.Insurance company | 0.3% | $4.1M | 26,951 | +0.0% shares | Q3 2026 |
| Q3 Asset ManagementAsset manager | 0.7% | $3.8M | 24,352 | — | Q2 2026 |
| Sig Brokerage, LPBroker-dealer | 0.5% | $3.1M | 20,000 | +0.0% shares | Q2 2026 |
| Abound Financial, LLCWealth manager | 1.1% | $2.8M | 17,791 | -0.6% shares | Q2 2026 |
| E&G Advisors, LLCWealth manager | 0.4% | $2.2M | 14,565 | +0.7% shares | Q3 2026 |
| Visionary Horizons, LLCWealth manager | 0.8% | $2.1M | 14,134 | +2.2% shares | Q3 2026 |
| Midwest Financial Network, LLCWealth manager | 1.3% | $1.9M | 12,312 | — | Q3 2026 |
| Sequent Asset Management, LLCWealth manager | 0.6% | $1.3M | 8,613 | +0.0% shares | Q2 2026 |
| Seros Financial, LLCWealth manager | 0.5% | $903K | 5,991 | -0.3% shares | Q3 2026 |
| Hyundai Investments Co., Ltd.Asset manager | 0.7% | $665K | 4,341 | -42.9% shares | Q2 2026 |
| Morrissey Wealth Management, LLCWealth manager | 0.4% | $634K | 4,092 | — | Q2 2026 |
| One Wealth Management Investment & Advisory Services, LLCWealth manager | 0.6% | $590K | 3,791 | -6.2% shares | Q2 2026 |
| Avant Capital LLCWealth manager | 0.3% | $558K | 3,589 | — | Q2 2026 |
| New England Professional Planning Group Inc.Wealth manager | 0.2% | $545K | 3,619 | +0.1% shares | Q3 2026 |
| Reicon Wealth Advisors, LLCWealth manager | 0.3% | $516K | 3,315 | +5.7% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 13). Screen SPHB in the grand portfolio →
SPHB stock trades by members of Congress
Members of Congress have disclosed 1 SPHB trade since 2022, 0 purchases and 1 sale in the past year; the latest was Robert J. Wittman (R-VA), selling $1K–15K on Jan 28, 2022.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Feb 13, 2022 | Robert J. WittmanR-VA · House | Sale | $1K–15K | Jan 28, 2022 | +91.2% |
SPHB questions and answers
Are insiders buying SPHB stock?
No open-market insider purchases or sales of SPHB were filed in the last 90 days.
Which hedge funds own SPHB?
23 13F filers hold SPHB among their 50 largest positions, worth $152.4M combined. The biggest bets by portfolio weight are Axiom Financial Strategies, LLC (10.2%), Winter & Associates, Inc. (5.4%) and BNB Wealth Management, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded SPHB?
Members of Congress have disclosed 1 SPHB trade since 2022, 0 purchases and 1 sale in the past year; the latest was Robert J. Wittman (R-VA), selling $1K–15K on Jan 28, 2022.
Who is the largest holder of SPHB?
Among 13F filers, Proficio Capital Partners LLC reports the largest SPHB position, $36.5M (234,468 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Axiom Financial Strategies, LLC's: 10.2% of its portfolio.
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