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 Q2	$698K	Buy	28,332 +9,873	+53%	+$244K	0.07%	156
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

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

VIP

Value Investment Professionals New York $119M AUM

AWA

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

ZEGA Investments's LVLN Position: Q2 2026 in Review

ZEGA Investments increased its State Street SPDR S&P Leveraged Loan ETF (LVLN) stake by 53% in Q2 2026, buying an estimated $244K and bringing the position to 28,332 shares worth $698K. The position accounts for 0.07% of the portfolio, ranked #156.

ZEGA Investments first reported a position in LVLN in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold LVLN as of Q2 2026.

ZEGA Investments held 28,332 shares of State Street SPDR S&P Leveraged Loan ETF worth $698K as of Q2 2026.
ZEGA Investments bought 9,873 State Street SPDR S&P Leveraged Loan ETF shares in Q2 2026, an estimated $244K.
State Street SPDR S&P Leveraged Loan ETF made up 0.07% of ZEGA Investments's portfolio in Q2 2026, its #156 holding.
ZEGA Investments first reported a position in State Street SPDR S&P Leveraged Loan ETF in Q4 2025 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held State Street SPDR S&P Leveraged Loan ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.