SS SPDR S&P Leveraged LoanLVLNETF

13F holders, Q1 2026 (March 31)
6holders
1new positions
1sold out
$24.65avg. 13F price*

At the end of Q1 2026, 6 institutions reported holding SS SPDR S&P Leveraged Loan (LVLN) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Barclays PLC ($19.7M), Goldman Sachs Group Inc. ($9.9M) and Morgan Stanley ($9.9M).

Company
SS SPDR S&P Leveraged Loan
Filed as
SPDR SERIES TRUST (Q1 2026)
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 → Q1 2026

InstitutionsTotal Value
New Positions1$854K
Exits1$8.1M

All 13F filers, Q4 2025 → Q1 2026: 43,193 shares bought and 320,000 shares sold, net −276,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Barclays PLC 0.01% No change 800,000 $19.7M
Goldman Sachs Group Inc. 0.00% No change 400,000 $9.9M
Morgan Stanley 0.00% No change 400,000 $9.9M
Bank of America Corp. 0.00% No change 400,000 $9.9M
Jane Street Group, LLC 0.00% New 34,630 $854K
ZEGA Investments, LLC 0.09% Add +86.5% 18,459 $455K

"% 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.