SS SPDR S&P LEVERAGED LOAN (LVLN) Institutional Ownership and Insiders Activity
SS SPDR S&P LEVERAGED LOAN (LVLN) is widely held by institutional investors, with 5 firms reporting positions valued at approximately $8.45M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Moulton Wealth Management, Inc is the largest disclosed holder, reporting approximately $5.68M in LVLN holdings in its latest filing.
Institutional ownership remains highly concentrated, with Moulton Wealth Management, Inc representing the majority of disclosed value.
Institutional Holders
5
Total Reported Value
$8.45M
Largest Holder
Moulton Wealth Management, Inc
Largest Position
$5.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
3
Funds Exiting Positions
4
Top Institutional Owners
View allInvestorReported Balance
- Moulton Wealth Management, Inc$5.68M
- Jane Street Group, Llc$1.28M
- Zega Investments, Llc$698,106
- Value Investment Professionals, Llc$499,475
- Authentikos Wealth Advisory, Llc$296,052