SPDR SERIES TRUST LVLN
ST STR S& LN ETF · ETP · CUSIP 78468R424
5
institutional holders
-1 vs Q1 2026
246.4k
shares reported held*
$8.5mreported value*
3 new
2 added
0 reduced
4 sold out
net sold ≈ $44.5m (-1.8m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $34.32.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2025 | 6 |
| Q1 2026 | 6 |
| Q2 2026 | 5 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2026 | 2 | 1 |
| Q2 2026 | 5 | 4 |
Biggest buyers
| MOULTON WEALTH MANAGEMENT, INC | New | +141.7k |
| JANE STREET GROUP, LLC | Added | +17.3k |
| Value Investment Professionals, LLC | New | +12.4k |
| Authentikos Wealth Advisory, LLC | New | +12.0k |
| ZEGA Investments, LLC | Added | +9.9k |
Biggest sellers
| BARCLAYS PLC | Sold out | -800.0k |
| BANK OF AMERICA CORP /DE/ | Sold out | -400.0k |
| GOLDMAN SACHS GROUP INC | Sold out | -400.0k |
| MORGAN STANLEY | Sold out | -400.0k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MOULTON WEALTH MANAGEMENT, INC 3.74% of their portfolio | 141.7k $5.7m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 51.9k $1.3m | Added +17.3k |
| ZEGA Investments, LLC 0.12% of their portfolio | 28.3k $698.1k | Added +9.9k |
| Value Investment Professionals, LLC 0.42% of their portfolio | 12.4k $499.5k | New |
| Authentikos Wealth Advisory, LLC 0.19% of their portfolio | 12.0k $296.1k | New |