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