Cliff Asness’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Cliff Asness’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62.6M	Buy	689,429 +50,559	+8%	+$4.45M	0.02%	759
2026 Q1	$50.5M	Buy	638,870 +13,831	+2%	+$1.14M	0.02%	720
2025 Q4	$51.6M	Buy	625,039 +25,120	+4%	+$2.05M	0.03%	662
2025 Q3	$48.4M	Buy	599,919 +76,937	+15%	+$5.98M	0.03%	613
2025 Q2	$39.2M	Buy	522,982 +486,157	+1,320%	+$33.7M	0.03%	610
2025 Q1	$2.5M	Buy	+36,825	New	+$2.64M	﹤0.01%	1487

Other funds holding SPTM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

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

Cliff Asness's SPTM Position: Q2 2026 in Review

Cliff Asness increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.9% in Q2 2026, buying an estimated $4.45M and bringing the position to 689,429 shares worth $62.6M. The position accounts for 0.02% of the portfolio, ranked #759.

Cliff Asness first reported a position in SPTM in Q1 2025 and has held it in 6 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Cliff Asness held 689,429 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $62.6M as of Q2 2026.
Cliff Asness bought 50,559 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $4.45M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Cliff Asness's portfolio in Q2 2026, its #759 holding.
Cliff Asness first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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