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 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Morgan Stanley's LVLN Position: Q1 2026 in Review

Morgan Stanley held its State Street SPDR S&P Leveraged Loan ETF (LVLN) position steady in Q1 2026 at 400,000 shares worth $9.86M. The position accounts for ﹤0.01% of the portfolio, ranked #3576.

Morgan Stanley first reported a position in LVLN in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.1M in Q4 2025. 6 funds tracked by Wall St. Rank hold LVLN as of Q1 2026.

Morgan Stanley held 400,000 shares of State Street SPDR S&P Leveraged Loan ETF worth $9.86M as of Q1 2026.
Morgan Stanley left its State Street SPDR S&P Leveraged Loan ETF share count unchanged in Q1 2026.
State Street SPDR S&P Leveraged Loan ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3576 holding.
Morgan Stanley first reported a position in State Street SPDR S&P Leveraged Loan ETF in Q4 2025 and has held it in 2 quarters since.
Morgan Stanley's State Street SPDR S&P Leveraged Loan ETF position peaked at $10.1M in Q4 2025.
6 funds tracked by Wall St. Rank held State Street SPDR S&P Leveraged Loan ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.