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Stratified LargeCap Index ETF (SSPY) Institutional Ownership

$97.32 +0.15 (+0.15%)
As of 07/1/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Stratified LargeCap Index ETF (NYSEARCA:SSPY)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$31.98M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$4.37M
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Skip Chart & View Institutional Buying and Selling Data

SSPY Institutional Buying and Selling by Quarter

Stratified LargeCap Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2026Shepherd Kaplan Krochuk LLC12,375$1.08M0.9%-23.8%0.930%
2/12/2026HRT Financial LP2,310$200K0.0%N/A0.174%
2/10/2026Goldman Sachs Group Inc.32,260$2.80M0.0%+19.4%2.426%
1/23/2026Farther Finance Advisors LLC67,112$5.83M0.1%N/A5.046%
1/14/2026Exchange Traded Concepts LLC265,478$23.07M0.2%-9.0%19.961%
11/17/2025Susquehanna International Group LLP21,488$1.87M0.0%+26.3%1.557%
11/14/2025Shepherd Kaplan Krochuk LLC16,242$1.41M1.2%-4.7%1.177%
10/16/2025Fortress Wealth Management Inc.67,053$5.82M2.6%-7.2%4.859%
10/14/2025Exchange Traded Concepts LLC291,781$25.33M0.2%-4.3%20.694%
7/10/2025Exchange Traded Concepts LLC305,044$25.11M0.3%N/A20.893%
7/10/2025Fortress Wealth Management Inc.72,277$5.95M2.9%-1.2%4.950%
5/2/2025Fortress Wealth Management Inc.73,138$5.72M3.0%-3.4%6.198%
2/18/2025GTS Securities LLC4,726$369K0.0%-86.6%0.364%
2/17/2025Shepherd Kaplan Krochuk LLC27,167$2.12M1.8%-0.6%2.090%
2/17/2025Deutsche Bank AG3,849$300K0.0%N/A0.296%
2/14/2025Susquehanna International Group LLP24,312$1.90M0.0%+74.5%1.870%
2/3/2025PACK Private Wealth LLC6,132$479K0.3%N/A0.472%
1/22/2025Fortress Wealth Management Inc.75,691$5.91M2.9%N/A5.822%
11/15/2024Jane Street Group LLC14,279$1.13M0.0%N/A1.098%
7/16/2024Fortress Wealth Management Inc.153,397$11.52M5.9%-6.1%11.800%
4/16/2024Overbrook Management Corp22,906$1.76M0.5%-46.0%1.909%
2/12/2024Fortress Wealth Management Inc.202,914$14.44M7.9%-15.9%14.494%
2/2/2024Overbrook Management Corp42,411$3.02M0.6%-11.3%3.029%
11/16/2023GTS Securities LLC17,018$1.11M0.0%-35.6%1.216%
11/13/2023Syntax Advisors LLC710,727$46.47M40.9%-2.7%50.766%
8/11/2023Overbrook Management Corp60,838$4.15M1.0%-1.4%4.346%
8/11/2023Syntax Advisors LLC730,293$49.80M40.1%-5.4%52.164%
7/26/2023Fortress Wealth Management Inc.242,938$16.57M10.7%-5.4%16.196%
5/15/2023Overbrook Management Corp61,680$4.05M1.1%-1.4%4.112%
5/11/2023Shepherd Kaplan Krochuk LLC13,808$906K0.8%+11.4%0.921%
5/10/2023Vantage Consulting Group Inc771,834$50.66M28.8%+4.7%51.456%
4/20/2023Fortress Wealth Management Inc.256,736$16.85M11.8%+0.4%17.116%
1/17/2023Fortress Wealth Management Inc.255,680$16.28M13.5%+1.2%17.045%
11/14/2022Vantage Consulting Group Inc811,482$46.96M27.4%+3.6%50.718%
11/3/2022Fortress Wealth Management Inc.252,564$14.61M14.8%-0.4%15.785%
8/13/2022Vantage Consulting Group Inc783,363$47.50M26.6%+25.5%48.960%
8/11/2022Overbrook Management Corp66,915$4.06M1.2%-5.0%4.182%
7/27/2022Fortress Wealth Management Inc.253,623$15.38M14.4%-0.8%15.851%
5/11/2022Syntax Advisors LLC624,218$43.63M36.6%-8.9%43.050%
5/6/2022Shepherd Kaplan Krochuk LLC12,196$853K0.3%-4.2%0.841%
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5/4/2022Fortress Wealth Management Inc.255,591$17.87M13.7%-16.4%17.627%


SSPY Institutional Ownership - Frequently Asked Questions

During the previous two years, 11 institutional investors and hedge funds held shares of Stratified LargeCap Index ETF. The most heavily invested institutionals were Exchange Traded Concepts LLC ($23.07M), Farther Finance Advisors LLC ($5.83M), Fortress Wealth Management Inc. ($5.82M), Goldman Sachs Group Inc. ($2.80M), Susquehanna International Group LLP ($1.87M), Jane Street Group LLC ($1.13M), and Shepherd Kaplan Krochuk LLC ($1.08M).Learn more on Stratified LargeCap Index ETF's institutional investors.

Of the 9 institutional investors that purchased Stratified LargeCap Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Exchange Traded Concepts LLC ($305.04K), Fortress Wealth Management Inc. ($75.69K), Farther Finance Advisors LLC ($67.11K), Susquehanna International Group LLP ($14.86K), Jane Street Group LLC ($14.28K), PACK Private Wealth LLC ($6.13K), and Goldman Sachs Group Inc. ($5.24K).

Institutional investors have bought a total of 384,184 shares in the last 24 months. This purchase volume represents approximately $31.98M in transactions.

The following institutional investors have sold Stratified LargeCap Index ETF stock in the last 24 months: Exchange Traded Concepts LLC ($39.57K), Fortress Wealth Management Inc. ($6.09K), and Shepherd Kaplan Krochuk LLC ($4.66K).

Institutional investors have sold a total of 50,315 shares in the last 24 months. This volume of shares sold represents approximately $4.37M in transactions.


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This page (NYSEARCA:SSPY) was last updated on 7/2/2026 by MarketBeat.com Staff.
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