Cliff Asness’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Cliff Asness’s Portfolio SMLV Stock Details SMLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.16M	Buy	58,197 +809	+1%	+$119K	﹤0.01%	1624
2026 Q1	$7.87M	Hold	57,388	–	–	﹤0.01%	1468
2025 Q4	$7.53M	Buy	57,388 +10,817	+23%	+$1.4M	﹤0.01%	1345
2025 Q3	$6.04M	Hold	46,571	–	–	﹤0.01%	1346
2025 Q2	$5.83M	Hold	46,571	–	–	﹤0.01%	1199
2025 Q1	$5.72M	Hold	46,571	–	–	0.01%	1073
2024 Q4	$5.94M	Buy	+46,571	New	+$6.1M	0.01%	1027

Other funds holding SMLV

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

McKinney Capital Management Houston, Texas $254M AUM

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

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cliff Asness's SMLV Position: Q2 2026 in Review

Cliff Asness increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 1.4% in Q2 2026, buying an estimated $119K and bringing the position to 58,197 shares worth $9.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Cliff Asness first reported a position in SMLV in Q4 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Cliff Asness held 58,197 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $9.16M as of Q2 2026.
Cliff Asness bought 809 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $119K.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1624 holding.
Cliff Asness first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2024 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

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