AQR Capital Management
SPSM icon

AQR Capital Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

AQR Capital Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.23M Buy
87,622
+15,351
+21% +$760K ﹤0.01% 1857
2025
Q4 		$3.39M Buy
72,271
+8,369
+13% +$390K ﹤0.01% 1811
2025
Q3 		$2.96M Buy
63,902
+16,164
+34% +$725K ﹤0.01% 1749
2025
Q2 		$2.03M Buy
47,738
+15,511
+48% +$625K ﹤0.01% 1761
2025
Q1 		$1.31M Buy
32,227
+14,865
+86% +$655K ﹤0.01% 1850
2024
Q4 		$780K Buy
17,362
+1,533
+10% +$71.3K ﹤0.01% 2026
2024
Q3 		$720K Buy
+15,829
New +$695K ﹤0.01% 2009

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management's SPSM Position: Q1 2026 in Review

AQR Capital Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 21% in Q1 2026, buying an estimated $760K and bringing the position to 87,622 shares worth $4.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

AQR Capital Management first reported a position in SPSM in Q3 2024 and has held it in 7 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • AQR Capital Management held 87,622 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.23M as of Q1 2026.
  • AQR Capital Management bought 15,351 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $760K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of AQR Capital Management's portfolio in Q1 2026, its #1857 holding.
  • AQR Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on AQR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.