LVLNState Street SPDR S&P Leveraged Ln ETF
Seeks to provide investment results that correspond to the price and yield performance of the S&P USD Select Leveraged Loan Index.
By State Street Investment Management · Launched 2025
Annual Cost
0.40%
#2,023 of 5,861 · average
Fund Size
$45M
#3,757 of 5,861 · mid-size
Dividend YieldGoal
—
Track Record
9 months
#4,873 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,272+2.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Index tracking
Index tracked
S&P USD Select Leveraged Loan Index
What it actually holds
By weightConcentration
Top 10 holdings = 12.1% of fund✓ well diversified
State Street Global Advisors
2.0%
AMNEAL PHARMACEUTICALS LLC
1.1%
EG AMERICA LLC
1.1%
Bausch & Lomb Corporation
1.1%
TK Elevator Midco GmbH
1.1%
Creative Artists Agency LLC
1.1%
Delta 2 (LUX) S.a.r.l.
1.1%
Great Outdoors Group LLC
1.1%
Clarios Global LP
1.1%
Truist Insurance Holdings LLC
1.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-2.4%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to provide investment results that correspond to the price and yield performance of the S&P USD Select Leveraged Loan Index.
- Strategy
- Employs a sampling strategy to invest at least 80% of assets in securities of the S&P USD Select Leveraged Loan Index, which tracks the U.S. dollar denominated leveraged loan universe. The Fund may also invest in high yield bonds and collateralized loan obligations (CLOs).
- Inception date
- November 17, 2025
- Fund family
- State Street Investment Management
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Data updated on 2026-08-04