Who Owns SPDR SERIES TRUST (LVLN)? -- Institutional Holders (2026-06-30)

9 institutions reported holding $8.5M of SPDR SERIES TRUST (LVLN) in SEC 13F filings for 2026-06-30. Largest institutional holders: MOULTON WEALTH MANAGEMENT, INC ($5.7M), JANE STREET GROUP, LLC ($1.3M), ZEGA Investments, LLC ($698,106), Value Investment Professionals, LLC ($499,475), Authentikos Wealth Advisory, LLC ($296,052). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MOULTON WEALTH MANAGEMENT, INC$5.7M141,698New
2JANE STREET GROUP, LLC$1.3M51,921Added
3ZEGA Investments, LLC$698,10628,332Added
4Value Investment Professionals, LLC$499,47512,397New
5Authentikos Wealth Advisory, LLC$296,05212,015New
6BARCLAYS PLC$00Exited
7BANK OF AMERICA CORP /DE/$00Exited
8MORGAN STANLEY$00Exited
9GOLDMAN SACHS GROUP INC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30