Cliff Asness’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Cliff Asness’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.9M	Buy	398,855 +35,465	+10%	+$2.28M	0.01%	1056
2026 Q1	$21.5M	Buy	363,390 +176,791	+95%	+$10.8M	0.01%	1002
2025 Q4	$10.8M	Buy	186,599 +16,235	+10%	+$933K	0.01%	1179
2025 Q3	$9.74M	Buy	170,364 +26,226	+18%	+$1.48M	0.01%	1109
2025 Q2	$7.84M	Buy	144,138 +93,693	+186%	+$4.83M	0.01%	1073
2025 Q1	$2.58M	Buy	50,445 +14,378	+40%	+$784K	﹤0.01%	1471
2024 Q4	$1.97M	Buy	36,067 +4,795	+15%	+$270K	﹤0.01%	1544
2024 Q3	$1.71M	Buy	31,272 +19,377	+163%	+$1.02M	﹤0.01%	1575
2024 Q2	$610K	Sell	11,895 -11,179	-48%	-$577K	﹤0.01%	1967
2024 Q1	$1.23M	Buy	23,074 +3,862	+20%	+$192K	﹤0.01%	1606
2023 Q4	$936K	Buy	+19,212	New	+$856K	﹤0.01%	1629

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Cliff Asness's SPMD Position: Q2 2026 in Review

Cliff Asness increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 9.8% in Q2 2026, buying an estimated $2.28M and bringing the position to 398,855 shares worth $26.9M. The position accounts for 0.01% of the portfolio, ranked #1056.

Cliff Asness first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Cliff Asness held 398,855 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $26.9M as of Q2 2026.
Cliff Asness bought 35,465 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.28M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1056 holding.
Cliff Asness first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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