SS SPDR S&P LEVERAGED LOAN (LVLN) Institutional Ownership Changes & 13F Activity
SS SPDR S&P LEVERAGED LOAN (LVLN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Barclays Plc, Bank Of America Corp, Goldman Sachs Group Inc, Morgan Stanley, and Moulton Wealth Management, Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Jane Street Group, Llc | Buy | +17,291 | +49.9% | 51,921 | $1.28M | Q2 2026 | Aug 14, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +12,015 | — | 12,015 | $296.05K | Q2 2026 | Aug 14, 2026 |
| Zega Investments, Llc | Buy | +9,873 | +53.5% | 28,332 | $698.11K | Q2 2026 | Jul 31, 2026 |
| Moulton Wealth Management, Inc | Buy | +141,698 | — | 141,698 | $5.68M | Q2 2026 | Jul 07, 2026 |
| Value Investment Professionals, Llc | Buy | +12,397 | — | 12,397 | $499.48K | Q2 2026 | Jul 07, 2026 |
| Bank Of America Corp | Sell | -400,000 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Barclays Plc | Sell | -800,000 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -400,000 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -400,000 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about LVLN activity
Which institutional owners are buying LVLN?
Institutional owners buying LVLN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LVLN activity?
"Buy" means an investor increased their reported position in LVLN compared to the prior reporting period. This reflects growing exposure to SS SPDR S&P LEVERAGED LOAN (LVLN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LVLN increasing?
Institutional interest in LVLN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.