Who Owns SSPY?
Stratified LargeCap Index ETF — Institutional Ownership & 13F Holdings
$92.64
+0.55 (+0.59%)
Market Cap
$122.8M
Shares Outstanding
1,238,852
Institutional Holders
11
Total Inst. Value
$11.9M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Fortress Wealth Management, Inc. | $5.7M | 73,138 |
| 2 | SHEPHERD KAPLAN KROCHUK, LLC | $2.1M | 26,756 |
| 3 | GTS SECURITIES LLC | $1.4M | 17,770 |
| 4 | GOLDMAN SACHS GROUP INC | $1.3M | 16,935 |
| 5 | PACK Private Wealth, LLC | $480K | 6,132 |
| 6 | UBS Group AG | $376K | 4,812 |
| 7 | DEUTSCHE BANK AG\ | $301K | 3,849 |
| 8 | BARRETT & COMPANY, INC. | $123K | 1,577 |
| 9 | FMR LLC | $64K | 830 |
| 10 | OSAIC HOLDINGS, INC. | $13K | 172 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GTS SECURITIES LLC | +13K | $1.4M |
| GOLDMAN SACHS GROUP INC | +122 | $1.3M |
| FMR LLC | +130 | $64K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| UBS Group AG | -498 | $376K |
| SHEPHERD KAPLAN KROCHUK, LLC | -411 | $2.1M |
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Frequently Asked Questions
How many institutional investors hold SSPY?
As of Q1 2025, 11 institutional investors report holding SSPY (Stratified LargeCap Index ETF) in their 13F filings.
Which hedge fund owns the most SSPY?
The largest institutional holder of SSPY is Fortress Wealth Management, Inc. with $5.7M in shares.
Are institutions buying or selling SSPY?
This quarter, 5 institutions opened new positions in SSPY and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.