Cliff Asness’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cliff Asness’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.53M	Buy	62,619 +22,570	+56%	+$3.36M	﹤0.01%	1600
2026 Q1	$5.84M	Buy	40,049 +14,193	+55%	+$2.11M	﹤0.01%	1651
2025 Q4	$3.6M	Sell	25,856 -29	-0.1%	-$4.04K	﹤0.01%	1775
2025 Q3	$3.63M	Buy	25,885 +11,338	+78%	+$1.58M	﹤0.01%	1638
2025 Q2	$1.97M	Buy	14,547 +6,611	+83%	+$877K	﹤0.01%	1779
2025 Q1	$1.08M	Buy	7,936 +2,627	+49%	+$353K	﹤0.01%	1973
2024 Q4	$701K	Buy	5,309 +2,020	+61%	+$282K	﹤0.01%	2082
2024 Q3	$467K	Buy	3,289 +142	+5%	+$19.2K	﹤0.01%	2198
2024 Q2	$400K	Hold	3,147	–	–	﹤0.01%	2164
2024 Q1	$413K	Hold	3,147	–	–	﹤0.01%	2020
2023 Q4	$393K	Hold	3,147	–	–	﹤0.01%	1975
2023 Q3	$362K	Buy	+3,147	New	+$384K	﹤0.01%	1960

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cliff Asness's SDY Position: Q2 2026 in Review

Cliff Asness increased its State Street SPDR S&P Dividend ETF (SDY) stake by 56% in Q2 2026, buying an estimated $3.36M and bringing the position to 62,619 shares worth $9.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Cliff Asness first reported a position in SDY in Q3 2023 and has held it in 12 quarters since. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Cliff Asness held 62,619 shares of State Street SPDR S&P Dividend ETF worth $9.53M as of Q2 2026.
Cliff Asness bought 22,570 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $3.36M.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1600 holding.
Cliff Asness first reported a position in State Street SPDR S&P Dividend ETF in Q3 2023 and has held it in 12 quarters since.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.