3 institutions reported holding $6.9M of SPDR SERIES TRUST (LVLN) in SEC 13F filings for 2026-06-30. Largest institutional holders: MOULTON WEALTH MANAGEMENT, INC ($5.7M), ZEGA Investments, LLC ($698,106), Value Investment Professionals, LLC ($499,475). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MOULTON WEALTH MANAGEMENT, INC | $5.7M | 141,698 | New |
| 2 | ZEGA Investments, LLC | $698,106 | 28,332 | Added |
| 3 | Value Investment Professionals, LLC | $499,475 | 12,397 | New |
Source: SEC Form 13F filings · as of 2026-06-30