SS SPDR S&P Leveraged LoanLVLNETF

13F holders, Q4 2025 (December 31)
6holders
$25.23avg. 13F price*

At the end of Q4 2025, 6 institutions reported holding SS SPDR S&P Leveraged Loan (LVLN) in their 13F filings. The largest holders were Barclays PLC ($20.2M), Goldman Sachs Group Inc. ($10.1M) and Bank of America Corp. ($10.1M).

Company
SS SPDR S&P Leveraged Loan
Filed as
SPDR SERIES TRUST (Q4 2025)
CUSIP
78468R424
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q4 2025: 6Q4 2025Q1 2026: 6Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q4 2025

InstitutionsTotal Value
New Positions6$58.8M
Exits0$0

Ownership 6 holders

Barclays PLC 0.01% New 800,000 $20.2M
Goldman Sachs Group Inc. 0.00% New 400,000 $10.1M
Bank of America Corp. 0.00% New 400,000 $10.1M
Morgan Stanley 0.00% New 400,000 $10.1M
JPMorgan Chase & Co. 0.00% New 320,000 $8.1M
ZEGA Investments, LLC 0.05% New 9,896 $250K

"% 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.