SPDR SERIES TRUST (LVLN)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
5
Reporting holders
$8.5M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MOULTON WEALTH MANAGEMENT, INC | $5.7M | 141,698 | 3.74% | new | NEW |
| JANE STREET GROUP, LLC | $1.3M | 51,921 | 0.00% | 2q | +49.9%+$426.1K |
| ZEGA Investments, LLC | $698.1K | 28,332 | 0.07% | 3q | +53.5%+$243.3K |
| Value Investment Professionals, LLC | $499.5K | 12,397 | 0.42% | new | NEW |
| Authentikos Wealth Advisory, LLC | $296.1K | 12,015 | 0.19% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $8.5M | 246,363 | 3 | 2 | 0 | 0.0% |
| Q1 2026 | 6 | $50.6M | 2,053,089 | 1 | 1 | 0 | 0.0% |
| Q4 2025 | 6 | $58.8M | 2,329,896 | 6 | 0 | 0 | 0.0% |