LVLN — Spdr Series Trust Institutional Holders · Q2 2026
Who owns Spdr Series Trust (LVLN)? 9 institutions reported holding $8.45M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Moulton Wealth Management, Inc ($5.7M), Jane Street Group, LLC ($1.3M), ZEGA Investments, LLC ($698,106).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MOULTON WEALTH MANAGEMENT, INC | $5.7M | 141,698 | New |
| 2 | JANE STREET GROUP, LLC | $1.3M | 51,921 | Added |
| 3 | ZEGA Investments, LLC | $698,106 | 28,332 | Added |
| 4 | Value Investment Professionals, LLC | $499,475 | 12,397 | New |
| 5 | Authentikos Wealth Advisory, LLC | $296,052 | 12,015 | New |
| 6 | BARCLAYS PLC | $0 | 0 | Exited |
| 7 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 8 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
| 9 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30