Morgan Stanley’s State Street SPDR S&P Leveraged Loan ETF LVLN Stock Holding History

Morgan Stanley’s Portfolio LVLN Stock Details LVLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-400,000	Closed	-$9.86M	–	8705
2026 Q1	$9.86M	Hold	400,000	–	–	﹤0.01%	3576
2025 Q4	$10.1M	Buy	+400,000	New	+$10M	﹤0.01%	3607

Other funds holding LVLN

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

VIP

Value Investment Professionals New York $119M AUM

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

Morgan Stanley's LVLN Position: Q2 2026 in Review

Morgan Stanley sold out of State Street SPDR S&P Leveraged Loan ETF (LVLN) in Q2 2026, closing a stake of 400,000 shares — an estimated $9.86M sold.

Morgan Stanley first reported a position in LVLN in Q4 2025 and held it in 2 quarters. The position peaked at $10.1M in Q4 2025. 5 funds tracked by Wall St. Rank hold LVLN as of Q2 2026.

Morgan Stanley reported no remaining State Street SPDR S&P Leveraged Loan ETF position as of Q2 2026 after selling out during the quarter.
Morgan Stanley sold 400,000 State Street SPDR S&P Leveraged Loan ETF shares in Q2 2026, an estimated $9.86M.
Morgan Stanley first reported a position in State Street SPDR S&P Leveraged Loan ETF in Q4 2025 and held it in 2 quarters.
Morgan Stanley's State Street SPDR S&P Leveraged Loan ETF position peaked at $10.1M in Q4 2025.
5 funds tracked by Wall St. Rank held State Street SPDR S&P Leveraged Loan ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.