Moulton Wealth Management’s State Street SPDR S&P Leveraged Loan ETF LVLN Stock Holding History

Moulton Wealth Management’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	$5.68M	Buy	+141,698	New	+$3.5M	3.74%	7

Other funds holding LVLN

VIP

Value Investment Professionals New York $119M AUM

Moulton Wealth Management's LVLN Position: Q2 2026 in Review

Moulton Wealth Management opened a new position in State Street SPDR S&P Leveraged Loan ETF (LVLN) in Q2 2026: 141,698 shares worth $5.68M. The stake represents 3.74% of the portfolio and ranks #7 among its holdings.

2 funds tracked by Wall St. Rank hold LVLN as of Q2 2026.

Moulton Wealth Management held 141,698 shares of State Street SPDR S&P Leveraged Loan ETF worth $5.68M as of Q2 2026.
State Street SPDR S&P Leveraged Loan ETF was a new Moulton Wealth Management position in Q2 2026.
State Street SPDR S&P Leveraged Loan ETF made up 3.74% of Moulton Wealth Management's portfolio in Q2 2026, its #7 holding.
2 funds tracked by Wall St. Rank held State Street SPDR S&P Leveraged Loan ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.