Cliff Asness’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Cliff Asness’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 Q2	$7.09M	Buy	122,857 +35,235	+40%	+$1.88M	﹤0.01%	1783
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Cliff Asness's SPSM Position: Q2 2026 in Review

Cliff Asness increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 40% in Q2 2026, buying an estimated $1.88M and bringing the position to 122,857 shares worth $7.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Cliff Asness first reported a position in SPSM in Q3 2024 and has held it in 8 quarters since. 1,046 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Cliff Asness held 122,857 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $7.09M as of Q2 2026.
Cliff Asness bought 35,235 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.88M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1783 holding.
Cliff Asness first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,046 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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