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Stratified LargeCap Index ETF (SSPY) Institutional Ownership

$80.55 -1.10 (-1.35%)
As of 02/21/2025 04:10 PM Eastern

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)
$8.62M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$4.65M
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SSPY Institutional Buying and Selling by Quarter

Stratified LargeCap Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 GTS Securities LLC4,726$369K0.0%-86.6%0.364%
2/17/2025 Shepherd Kaplan Krochuk LLC27,167$2.12M1.8%-0.6%2.090%
2/17/2025 Deutsche Bank AG3,849$300K0.0%N/A0.296%
2/14/2025 Susquehanna International Group LLP24,312$1.90M0.0%+74.5%1.870%
2/3/2025 PACK Private Wealth LLC6,132$479K0.3%N/A0.472%
1/22/2025 Fortress Wealth Management Inc.75,691$5.91M2.9%N/A5.822%
11/15/2024 Jane Street Group LLC14,279$1.13M0.0%N/A1.098%
7/16/2024 Fortress Wealth Management Inc.153,397$11.52M5.9%-6.1%11.800%
4/16/2024 Overbrook Management Corp22,906$1.76M0.5%-46.0%1.909%
2/12/2024 Fortress Wealth Management Inc.202,914$14.44M7.9%-15.9%14.494%
2/2/2024 Overbrook Management Corp42,411$3.02M0.6%-11.3%3.029%
11/16/2023 GTS Securities LLC17,018$1.11M0.0%-35.6%1.216%
11/13/2023Syntax Advisors LLC710,727$46.47M40.9%-2.7%50.766%
8/11/2023 Overbrook Management Corp60,838$4.15M1.0%-1.4%4.346%
8/11/2023Syntax Advisors LLC730,293$49.80M40.1%-5.4%52.164%
7/26/2023 Fortress Wealth Management Inc.242,938$16.57M10.7%-5.4%16.196%
5/15/2023 Overbrook Management Corp61,680$4.05M1.1%-1.4%4.112%
5/11/2023 Shepherd Kaplan Krochuk LLC13,808$906K0.8%+11.4%0.921%
5/10/2023 Vantage Consulting Group Inc771,834$50.66M28.8%+4.7%51.456%
4/20/2023 Fortress Wealth Management Inc.256,736$16.85M11.8%+0.4%17.116%
1/17/2023 Fortress Wealth Management Inc.255,680$16.28M13.5%+1.2%17.045%
11/14/2022 Vantage Consulting Group Inc811,482$46.96M27.4%+3.6%50.718%
11/3/2022 Fortress Wealth Management Inc.252,564$14.61M14.8%-0.4%15.785%
8/13/2022 Vantage Consulting Group Inc783,363$47.50M26.6%+25.5%48.960%
8/11/2022 Overbrook Management Corp66,915$4.06M1.2%-5.0%4.182%
7/27/2022 Fortress 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%
5/6/2022 Shepherd Kaplan Krochuk LLC12,196$853K0.3%-4.2%0.841%
5/4/2022 Fortress Wealth Management Inc.255,591$17.87M13.7%-16.4%17.627%
2/15/2022 Shepherd Kaplan Krochuk LLC12,736$908K0.3%+7.8%0.849%
2/3/2022 Fortress Wealth Management Inc.305,823$21.81M16.4%N/A20.054%
11/10/2021 Vantage Consulting Group Inc713,564$47.10M10.1%-0.5%46.791%
11/9/2021 Boston Private Wealth LLC5,600$369K0.0%N/A0.373%
8/11/2021 Vantage Consulting Group Inc717,404$47.54M8.3%+147.2%48.638%
5/20/2021Axiom Investment Management LLC16,976$1.06M0.3%N/A1.656%
5/14/2021 Vantage Consulting Group Inc290,270$18.04M3.6%N/A28.319%
5/13/2021Axiom Investment Management LLC16,976$1.06M0.2%N/A1.656%
(Data available from 1/1/2016 forward)

SSPY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SSPY shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Stratified LargeCap Index ETF. The most heavily invested institutionals were Vantage Consulting Group Inc ($50.66M), Syntax Advisors LLC ($46.47M), Fortress Wealth Management Inc. ($5.91M), Shepherd Kaplan Krochuk LLC ($2.12M), Susquehanna International Group LLP ($1.90M), Overbrook Management Corp ($1.76M), and Jane Street Group LLC ($1.13M).Learn more on SSPY's institutional investors.

Which institutional investors have been buying Stratified LargeCap Index ETF stock?

The following institutional investors have purchased Stratified LargeCap Index ETF stock in the last 24 months: Fortress Wealth Management Inc. ($76.75K), Vantage Consulting Group Inc ($34.83K), Jane Street Group LLC ($14.28K), Susquehanna International Group LLP ($10.38K), PACK Private Wealth LLC ($6.13K), Deutsche Bank AG ($3.85K), and Shepherd Kaplan Krochuk LLC ($1.42K).

How much institutional buying is happening at Stratified LargeCap Index ETF?

Institutional investors have bought a total of 147,629 shares in the last 24 months. This purchase volume represents approximately $11.07M in transactions.

Which Stratified LargeCap Index ETF major shareholders have been selling company stock?

The following institutional investors have sold Stratified LargeCap Index ETF stock in the last 24 months: Fortress Wealth Management Inc. ($62.14K), Syntax Advisors LLC ($61.11K), GTS Securities LLC ($40.03K), Overbrook Management Corp ($26.60K), and Shepherd Kaplan Krochuk LLC ($154.00).

How much institutional selling is happening at Stratified LargeCap Index ETF?

Institutional investors have sold a total of 190,033 shares in the last 24 months. This volume of shares sold represents approximately $13.55M in transactions.



This page (NYSEARCA:SSPY) was last updated on 2/22/2025 by MarketBeat.com Staff
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