SS SPDR S&P Leveraged LoanLVLNETF
13F holders, Q2 2026 (June 30)5holders −1
3new positions
4sold out
$34.32avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding SS SPDR S&P Leveraged Loan (LVLN) in their 13F filings, down 1 from Q1 2026. 3 opened new positions and 4 sold out. The largest holders were Moulton Wealth Management, Inc. ($5.7M), Jane Street Group, LLC ($1.3M) and ZEGA Investments, LLC ($698K).
- Company
- SS SPDR S&P Leveraged Loan
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78468R424
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $6.5M |
| Exits | 4 | $49.3M |
All 13F filers, Q1 2026 → Q2 2026: 193,274 shares bought and 2,000,000 shares sold, net −1,806,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Moulton Wealth Management, Inc. | 3.74% | New | 141,698 | $5.7M |
| Jane Street Group, LLC | 0.00% | Add +49.9% | 51,921 | $1.3M |
| ZEGA Investments, LLC | 0.12% | Add +53.5% | 28,332 | $698K |
| Value Investment Professionals, LLC | 0.42% | New | 12,397 | $499K |
| Authentikos Wealth Advisory, LLC | 0.19% | New | 12,015 | $296K |
"% of holder's portfolio" is LVLN's weight in each manager's 13F, not the share of SS SPDR S&P Leveraged Loan the manager owns.