ZEGA Investments’s State Street SPDR S&P Leveraged Loan ETF LVLN Stock Holding History

ZEGA Investments’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	$455K	Buy	18,459 +8,563	+87%	+$213K	0.05%	192
2025 Q4	$250K	Buy	+9,896	New	+$248K	0.03%	155

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

Morgan Stanley New York $1.66T AUM 25.57% 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's LVLN Position: Q1 2026 in Review

ZEGA Investments increased its State Street SPDR S&P Leveraged Loan ETF (LVLN) stake by 87% in Q1 2026, buying an estimated $213K and bringing the position to 18,459 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #192.

ZEGA Investments first reported a position in LVLN in Q4 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold LVLN as of Q1 2026.

ZEGA Investments held 18,459 shares of State Street SPDR S&P Leveraged Loan ETF worth $455K as of Q1 2026.
ZEGA Investments bought 8,563 State Street SPDR S&P Leveraged Loan ETF shares in Q1 2026, an estimated $213K.
State Street SPDR S&P Leveraged Loan ETF made up 0.05% of ZEGA Investments's portfolio in Q1 2026, its #192 holding.
ZEGA Investments first reported a position in State Street SPDR S&P Leveraged Loan ETF in Q4 2025 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held State Street SPDR S&P Leveraged Loan ETF as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.